Salesforce

How can I enroll contacts into Workflows from Salesforce?

Last updated: December 16, 2016

Available For:

Marketing: Pro, Enterprise
Sales: N/A

To enroll your contacts into HubSpot workflows from Salesforce:

  • Log into Salesforce and go to Setup.
  • In the sidebar navigation, under Build, select Customize > Leads > Page Layouts
  • Add a new section to your layout page. Drag the section item in the toolbar down to the sample page layout, to the position in which you would like it to appear in the layout. If you have the HubSpot Lead Intelligence object on your page layout already, we suggest placing your new section under it.

  • In the overlay that appears, name the section "HubSpot Workflow Enrollments", choose a 1-column layout, and then click OK.

  • In order for HubSpot's Workflow Enrollment data to show up here, you'll need to add the Visualforce component to this new section. In the toolbar, click Visualforce Pages, and then drag the HubSpot Nurturing page down into your new section.

  • Once this is in place, click Save.
  • Note that for any workflows that you want Sales Reps to be able to enroll a contact in, you can enable them being displayed in the drop down.
  • To do this, log into your HubSpot Marketing account and navigate to ContactsWorkflows.
  • Click the name of the workflow you'd like to include in Salesforce enrollment, and choose Settings from the top menu. From there, locate the section title "Allow contact enrollment into this workflow from Salesforce?" and make sure the radio button next to Yes, allow enrollment from Salesforce is selected.
  • Then, click the Save settings button. Next time the dropdown is clicked on in Salesforce, the workflow will appear. (And make sure your workflow is live.)

  • Note that you'll have to repeat these steps for both Lead and the Contact layouts in Salesforce to enroll both record types in Workflows.

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