Hi everyone,
I’m working with deal-based workflows in HubSpot, and I need some help setting up an automation rule.
🔁 Here’s what I’m trying to achieve:
If a deal is enrolled in Workflow A, I want it to be automatically unenrolled from Workflow B — and vice versa. In other words, a deal should only be active in one workflow at a time.
I know this kind of logic exists for contact-based workflows (through the “Unenroll contacts from other workflows when they are enrolled in this one” setting), but I can’t seem to find the equivalent for deal workflows.
So far, I’ve tried:
Setting unenrollment triggers in the workflow settings — but they don’t seem to allow “if enrolled in another workflow” as a condition.
Using custom properties to track workflow names and adding unenrollment logic — but it’s clunky and doesn’t seem very scalable.
Looking into workflow goals — but those aren’t available for deal-based workflows.
❓Does anyone know a way to achieve this kind of mutual exclusion between deal workflows? Or at least a workaround that doesn’t require too much manual setup?
Thanks in advance!