Automation: HubSpot Workflows

The HubSpot Workflow actions allow you to automatically enroll and unenroll people from HubSpot Workflows.

Important: 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 with the required access to use Orchestration.
• Demandbase must be integrated with HubSpot.
• You must have active HubSpot Workflows. 

Enroll People in HubSpot Workflows

1. From the left navigation bar, go to Orchestration > Automations.
2. Create an Automation with Person Member Type.
   Tip: You can edit an existing automation by clicking an Automation name.
3. In the left main action panel, select Sales > Enroll to HubSpot Workflow.
4. In the right sub-action panel, go to the Workflow drop-down and select the workflow to enroll people in.
5. Connect the sub-action node to the Set Automation Flow main action node.
6. In the Set Automation Flow main action node, define the population and schedule.
7. Publish the Automation.

Unenroll People from HubSpot Workflows

1. From the left navigation bar, go to Orchestration > Automations.
2. Create an Automation with Person Member Type.
   Tip: You can edit an existing automation by clicking an Automation name.
3. In the left main action panel, select Sales > Un-enroll from HubSpot Workflow.
4. In the right sub-action panel, go to the Workflow drop-down and select the workflow to unenroll people from.
5. Connect the sub-action node to the Set Automation Flow main action node.
6. In the Set Automation Flow main action node, define the population and schedule.
7. Publish the Automation.