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      Unenroll Contacts from SalesAi Workflow

      This guide provides a step-by-step process for unenrolling contacts from the SalesAi Workflow in HubSpot, making it essential for users looking to manage their workflows effectively. Scroll below to get started:

       

      Not a visual learner? No problem!Here’s a straightforward, step-by-step guide in text form:

      1. Navigate to HubSpot: Begin by accessing the HubSpot platform and selecting the automation symbol from the left-hand side, followed by "Workflows."

      2. Create New Workflow: Click the "Create Workflows" button and select "From Scratch."

      3. Select Trigger: When prompted to choose a trigger, skip this step and select "Skip Trigger and Choose Eligible Records."

      4. Choose Contact Type: Select "Contact" as the type of record, then proceed by clicking "Save and Continue."

      5. Search SalesAi: In the search bar, type "SalesAi" to find the integration or scroll to find it under Integrated Apps.

      6. Unenroll Contact: Choose "Unenroll Contact from SalesAi Workflow" and select whether to unenroll from "All Workflows" or specific workflows via the "Custom" option.

      7. Select Workflows: If "Custom" is chosen, select the specific workflows from which the contact should be unenrolled.

      8. Save and Finalize: Once workflows are selected, click "Save." This will add the unenroll step to the workflow. Then proceed to review and publish the workflow.

      The guide also emphasizes that SalesAi only supports Contact-Based Workflows, and any other types (like Company) will not work as intended.

       

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