Before you're able to set up workflows in HubSpot for your Safety Net custom fields, you must first carry out the relevant integration here.
Please note that utilising workflows to automatically unenroll contacts is only available on HubSpot Enterprise packages.
Using workflows inside of HubSpot can help you manage the preventions made by the Safety Net in Allegrow and utilise them further to help with your overall outbound motion.
When a contact is identified as risky by the Safety Net, you may want to move them into a separate segment/sequence, add them to a suppression list or create a task for the contact owner.
Before you set up any workflow, we would recommend setting up two segments/lists in HubSpot, one for suppression and one to enrol contacts into a separate sequence that doesn’t include email steps.
You can follow the guidance here to set this workflow up:
1. Log in to your HubSpot account and navigate to Automation → Workflows in your HubSpot account.
2. Create a new contact-based workflow (or edit an existing one) and set the enrolment trigger to 'Allegrow Risk Analysis' is known.
3) In the workflow, create a branch which checks the custom fields for the contacts that have been processed by the Safety Net.
Group 1 - Suppression:
Allegrow Risk Analysis is equal to any of block_bounce_risk, spamtrap, or some_risk
Group 2 - New Sequence:
Allegrow Risk Analysis is equal to any of do_not_mail_abuse or dead_email
Group 3 - Safe:
Allegrow Risk Analysis is equal to any of safe
Note: HubSpot does not currently offer a direct "Add to suppression list" action inside a workflow. However, you can accomplish this by using the Add to static list action—then designate that static list as your workflow’s suppression list.
4) Once you’ve created the initial branch, you’ll then be able to add ‘Actions’, which move the risky contacts into a new list:
Group 1 - Suppression:
Add to list Allegrow Risk Analysis - Suppression
Group 2 - New Sequence:
Add to list Allegrow Risk Analysis - Call & LI Sequence
If you have an Enterprise package with HubSpot, you’ll then be able to further automate, leveraging the preventions further, as outlined in our guidance here.
With this automation live, preventions made by the Safety Net will now automatically be moved into a new list for you to review and take action on.