Workflows

How do I ensure existing contacts that meet a workflow's enrollment triggers are enrolled once the workflow is activated?

Last updated: November 27, 2017

Available For:

Marketing: Pro, Enterprise
Sales: Professional

Depending on the criteria you select for your workflow's enrollment triggers, some of your existing contact may qualify for enrollment. To ensure that the existing contacts that qualify for your workflow are enrolled:

  • Navigate to workflows:
    • In your HubSpot Marketing Professional or Enterprise account, navigate to Contacts > Workflows.
    • In your HubSpot Sales Professional account, navigate to Sales Tools > Workflows.
  • Click New workflow.
  • From within the workflow editor, set the desired starting condition.
  • Select the checkbox Enroll contacts who already meet these criteria.

  • Click Save.
  • Once you have added actions to your workflow, proceed to use the toggle near the top right of the workflow to activate the workflow.
  • You'll see the checkbox to enroll existing contacts who meeting the starting criteria again in case you missed selecting it in the step above. You will also be able to review other settings before activating the workflow.

  • When ready, click on Turn workflow on.
Learn about HubSpot's Worksflow Tools - Click Here

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