Add Automation Actions to Enroll or Un-enroll People from HubSpot Workflows

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Context

When you create an Automation, you can add an action to enroll or un-enroll people from HubSpot Workflows from the Actions tab. This action allows you to manage people in HubSpot Workflows based on the Selector criteria you specify.

The actions you can add depend on the member type (Account or Person) selected for an Automation. See Automation Actions.

Prerequisites/Preparation

You must have a license for Demandbase Orchestration.

You must have Admin privileges or be assigned to a permission set with the required access to use Orchestration.

Integrate HubSpot with Demandbase.

You must have active HubSpot Workflows.

Steps: Enroll People in HubSpot Workflows

  1. From the left navigation bar, go to Orchestration_N.png Orchestration > Automations.
  2. Click Create New to create a new Automation or click the name of an existing Automation.
  3. Click the Actions tab and click the plus icon.
    Tip: You can add multiple actions to an Automation. If an Automation already has an action added, click + Add Action to add another action.
    Automation_Action_Person.png
  4. In the Add Action window, 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.
  5. In the Enroll to HubSpot Workflow window, select the workflow to enroll people in from the Workflow drop-down list.
    Automation_Add_to_Hubspot.png
  6. Click Save.

Steps: Un-enroll People from HubSpot Workflows

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

  1. From the left navigation bar, go to Orchestration_N.png Orchestration > Automations.
  2. Click Create New to create a new automation or click the name of an existing automation.
  3. Click the Actions tab and click the plus icon.
    Tip: You can add multiple actions to an Automation. If an Automation already has an action added, click + Add Action to add another action.
    Automation_Action_Person.png

  4. In the Add Action window, select the CRM tab and click Un-enroll from HubSpot Workflow.
  5. In the Un-enroll from HubSpot Workflow window, select the workflow to un-enroll people from in the Workflow drop-down list.
    Automation_Remove_from_Hubspot.png
  6. Click Save.

Outcome

When the Automation runs, Demandbase identifies people that meet the Selector criteria and enrolls or un-enrolls them from the selected HubSpot Workflow. 

Next Steps

Click the Scheduler tab to set up the schedule and frequency for the Automation to run.

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