To publish workflows, it is necessary to establish both a workflow trigger and a workflow action. Without both components, you can only save the workflow without publishing it.
When a workflow trigger activates this action, it allows you to remove contacts from any workflow.
1. Click "Marketing"
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2. Click "workflows"
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3. Click "Create Workflow"
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4. Click "Continue"
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5. Click "Add your first action"
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6. Select "Remove From Workflow"
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Selecting Current Workflow
Enabling the "Current Workflow" filter removes the contact from the workflow you are currently working on.
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Selecting Another Workflow
Enabling the "Another Workflow" filter allows you to remove the contact by selecting a specific workflow from the available options in your CRM. This action removes the contact from the chosen workflow.
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"Remove from Workflow" is added
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7. Select "Remove From All Workflows"
This action removes the current contact from all workflows they are currently assigned to.
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Toggle switch to "Include current workflow"
By enabling this action, you can remove the contact from all workflows, including the current workflow you are building.
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Click "Save Action"
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"Remove from all workflows" is added
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