Salesforce

Enroll contacts into workflows from Salesforce

Last updated: December 10, 2018

Applies to:

Marketing Hub
marketing-pro-enterprise
Professional, Enterprise
Sales Hub
sales-pro-enterprise
Professional, Enterprise

To enroll your contacts into HubSpot workflows from Salesforce, follow the steps below:

Please note: the HubSpot Salesforce integration needs to be set up in order to allow contact enrollment into workflows from Salesforce.

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of the workflow you'd like to include in Salesforce enrollment, and click the Settings tab.
  • Under Allow contacts to be enrolled into this workflow from Salesforce?, select Yes, allow enrollment from Salesforce.
  • Click Save at the bottom left. For the workflow to appear in Salesforce, your workflow must be active.
  • In Salesforce, go to the lead or contact you'd want to enroll in the workflow. In the HubSpot Intelligence section, click Select a workflow and select the workflow to enroll the lead or contact in.
  • Click Enroll.

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