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.

SalesAi Resource Enablement
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28 steps
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3 minutes

HubSpot

**Contact-Based Workflows are the only supported option in SalesAi.** Using any other workflow types (such as company-based) will cause SalesAi to not appear as a result.

Navigate to [HubSpot](https://app.hubspot.com)

On the left-hand side, **click the Automation Symbol.**

Choose **Workflows.**

In the upper right-hand corner, **select Create Workflows.**

From the drop down options, **select From Scratch.**

**You can choose to use From Templates, but From Scratch is recommended.**

Start by selecting a trigger. The options below may lead you into a Deal Workflow, preventing SalesAi App from appearing. **We recommend skipping those options and going directly to Skip Trigger and Choose Eligible Records.**

Click **Skip Trigger and Choose Eligible Records.**

Click **Contact.**

**Reminder, SalesAi only works with Contact Workflows.** Any other option will result in SalesAi not appearing in the results.

Once Contact is selected, **click Save and Continue at the top.**

**After selecting "Save and Continue," the contact type cannot be changed.** For example, if you accidentally choose "Company" and click "Save & Continue," you won't be able to switch it to "Contact" afterward. You’ll need to create a new workflow and select "Contact" instead. The same applies when editing an existing workflow. You cannot change a Company Workflow to a Contact Workflow. A new workflow must be created instead.

In the search bar, **type SalesAi.**

If you prefer not to use the search bar, you can scroll down to find SalesAi under **Integrated Apps.**

You will then see SalesAi appear with the options to either Enroll or Unenroll Contacts from SalesAi Workflows.

Click **Unenroll Contact from SalesAi Workflow.**

**Click the drop down arrow** to the right of Choose a Value.

Choose either **All Workflows or Custom** from the drop down menu options.

**Selecting "All Workflows" will unenroll contacts from all active workflows they are currently part of.** **"Custom" lets you choose the specific workflows from which a contact should be unenrolled.**

If you choose Custom, then **select the drop down arrow to the right of Choose a Value.**

**Check the box** next to each workflow to unenroll contacts from those workflows. You may select 1+.

When ready, **click Save** at the top.

Your Unenroll Step will then appear within the workflow.

Finish building your HubSpot Workflow (if needed) by selecting the + icon.

When finished adding steps, name your Workflow. **Click the pencil icon at the top.**

**Input a name and description**. Be detailed as this will help you differentiate between your HubSpot Workflows.

Click **Save.**

To finalize the workflow, **click Review and Publish in the upper right-hand corner.**

Optional: If you do not want to review each step, **click Skip to Turn On.**

Otherwise, review Step 1: Enrollment. Edit if need be. Then click Next.

Review Step 2: Timing and Performance. Edit if need be. **Then click Next.**

Review Step 3: Connections. Edit if need be. **Then click Next.**

Review Step 4: Workflow details. Edit if need be. **When ready, click Turn on Workflow.**