Workflows

Enroll contacts in a list into a workflow

Last updated: October 17, 2018

Applies to:

Marketing Hub
marketing-pro-enterprise
Professional, Enterprise

You can enroll a list of contacts or specific contacts in a list into a workflow directly from the list or workflow.

Please note: the workflow must be ON in order to enroll contacts from a list or workflow.

1.  Enroll contacts in a workflow from a list

  • In your HubSpot account, navigate to Contacts > Lists.
  • Click the name of the list to enroll in your workflow.
  • In the top left of the table, select the checkbox to select all contacts in the list, or select the checkbox next to individual contacts to select specific contacts.
  • At the top of the table, click the More dropdown menu and select Enroll in workflow.
enroll-in-workflow
Select your active workflow from the drop-down options.
  • In the dialog box, click the Enroll x contact(s) in this workflow dropdown menu and select a workflow, then click Enroll.

2.  Enroll a list of contacts in a workflow from the workflow

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of the workflow.
  • In the upper right, click Enroll.

  • In the dialog box, select Enroll from a list.
  • Click the List dropdown menu and select a list, then click Enroll.

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