Automation- Title- video

Remove From Workflow

In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it

Upon activation of a workflow trigger that initiates the Remove From Workflow action, you gain the ability to exclude contacts from any given workflow. This functionality provides enhanced control over contact management in workflows, enabling you to maintain organized and streamlined processes by removing specific contacts based on certain criteria or actions.

Selecting Current Workflow

By enabling the Current Workflow filter, you gain the functionality to exclude a contact from the workflow that is presently being edited or managed. This feature offers improved control over contact management within the ongoing workflow, allowing you to maintain an organized process by removing specific contacts based on certain criteria or actions.

Selecting Another Workflow

By activating the Another workflow filter, you are granted the capability to remove a contact from a specific workflow of your choice among all the available workflows in your CRM. This feature provides greater flexibility in contact management, enabling you to easily disassociate contacts from particular workflows based on defined criteria or actions.