The HubSpot Workflow actions allow you to enroll and unenroll people from HubSpot Workflows.
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
- You must have Admin privileges or be assigned to a permission set that provides access to Take Action.
- Demandbase must be integrated with HubSpot.
- You must have active HubSpot Workflows.
Enroll in HubSpot Workflows
- Select people to enroll in a Workflow and click Take Action.
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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.
- In the Workflow drop-down, select the HubSpot Workflow you want people enrolled in.
- Click Confirm.
Un-enroll from HubSpot Workflows
Important: Un-enroll from HubSpot Workflow is only available if you are integrated with HubSpot CRM.
- Select people to unenroll from a Workflow and click Take Action.
- In the right Take Action menu, select the CRM tab, and click Un-enroll from HubSpot Workflow.
- In the Workflow drop-down, select the HubSpot Workflow you want people unenrolled from.
- 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.