Workflows

Enroll contacts into workflows from Salesforce

Last updated: February 16, 2021

Applies to:

Marketing Hub  Professional, Enterprise
Sales Hub  Professional, Enterprise
Service Hub  Professional, Enterprise

With the HubSpot-Salesforce integration installed, you can enroll your Salesforce leads or contacts into HubSpot workflows directly from Salesforce.

To enroll a contact into workflows from Salesforce, a user must have their Workflows permission set to at least View. In addition, a user needs Edit access for the contact they want to enroll.

To enroll a contact into a workflow from Salesforce:
  • Navigate to your Salesforce account.
  • Add the HubSpot Visualforce window to your Salesforce lead and/or contact page layouts.
  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of the contact-based workflow to enable enrollment from Salesforce for.
  • In the workflow editor, click the Settings tab.
  • Under Allow contacts to be enrolled into this workflow from Salesforce?, select Yes, allow enrollment from Salesforce.

  • In the bottom left, click Save.
  • Only active workflows will appear in Salesforce. In the upper right of the workflow, ensure the Workflow is ON switch is toggled on. If not, click Review, then Turn on.
  • In your Salesforce account, navigate to a lead or contact record you want to enroll in a workflow. If you're on Lightning Experience, click the Details tab.
  • In the HubSpot Visualforce window, click the Select a workflow dropdown menu and select the workflow to enroll the lead or contact in.
  • Click workflows Enroll.