Take Action: HubSpot Workflows

Context

The Enroll to HubSpot Workflow and Un-enroll from HubSpot Workflow actions allow you to enroll or unenroll people from HubSpot Workflows directly from Demandbase.

Important:

• Take Action functionality is limited to a maximum of 100 records at a time. This limit doesn't apply when using Automations within the Orchestration solution.
• Un-enroll from HubSpot Workflow is only available if you are integrated with HubSpot CRM.

Prerequisites/Preparation

Integrate HubSpot with Demandbase.

You must have active HubSpot Workflows.

Steps: Enroll in HubSpot Workflows

1. Select people to enroll in a Workflow and click Take Action.
2. In the right Take Action menu, select one of the following actions:
   • If you're integrated with only HubSpot MAS, go to the Partner tab, and click Enroll to HubSpot Workflow.
   • If you're integrated with HubSpot CRM, go to the CRM tab, and click Enroll to HubSpot Workflow.
3. From the Workflow drop-down list, select the HubSpot Workflow you want people enrolled in.
4. Click Confirm.

Steps: Un-enroll from HubSpot Workflows

Important: Un-enroll from HubSpot Workflow is only available if you are integrated with HubSpot CRM.

1. Select people to unenroll from a Workflow and click Take Action.
2. In the right Take Action menu, select the CRM tab and click Un-enroll from HubSpot Workflow.
   Important: 
3. From the Workflow drop-down list, select the HubSpot Workflow you want people unenrolled from. 
4. Click Confirm.

Outcome

Demandbase sends a request to HubSpot to enroll or unenroll the people you selected from the Workflow.

Important: If a person you selected was already added to another Workflow, an error message appears in Action History and a pop-up message warns you that Demandbase was unable to complete the action.