Workflows

Enroll contacts in a list into a workflow

Last updated: June 20, 2018

Applies to:

Marketing Hub: Pro, 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 Marketing Hub Basic, Professional, or Enterprise account, navigate to Contacts > Lists.
  • Click the name of the list you want to enroll in your workflow.
  • Check the box in the upper-left corner to select all contacts in the list, or check the boxes next to individual contacts to select specific contacts.
  • Click the More at the top of the list table, then select Enroll in workflow.
enroll-in-workflow
Select your active workflow from the drop-down options.
  • In the dialog box that appears, select the workflow from the dropdown menu, 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.
  • Click Enroll at the upper right of the workflow.

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

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