Enroll contacts into workflows from Salesforce

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

Before you get started

• To enroll a contact into workflows from Salesforce, a user must have their Workflows permission set to at least Edit. Users will also need Edit access for the contact they want to enroll.
• If you've set up an Salesforce inclusion list, records must be part of the list to sucessfully enroll. 
• Your workflow must be turned on, only active workflows will appear in Salesforce.

• The HubSpot Embed window must be added to your Salesforce lead or contact page layouts.

Please note: HubSpot’s legacy managed package in Salesforce containing HubSpot’s legacy Visualforce module is being deprecated. If you're still using the legacy Visualforce module, it is recommended to uninstall the package in Salesforce and use HubSpot Embed moving forward instead.

Turn on manual enrollment from Salesforce

The Enable manual enrollment of records from Salesforce using the HubSpot Visualforce window setting must be turned on for each workflow that you'd like to appear in the Visualforce window. 

1. In your HubSpot account, navigate to Automation > Workflows.
2. Click the name of the contact-based workflow to turn on enrollment from Salesforce for.
3. In the workflow editor, click Edit and then click Edit enrollment trigger.
4. At the bottom of the left panel, click settings. 
5. In the Advanced options section, toggle the Enable manual enrollment of records from Salesforce using the HubSpot Visualforce window switch on. 
   
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6. In the top right, click Save. Only active workflows will appear in Salesforce.
7. In the upper right of the workflow, ensure the Workflow is ON switch is toggled on.
8. If not, click Review and publish, then Turn on workflow.

Enroll a contact into a HubSpot workflow from Salesforce

After adding the relevant workflows, to enroll a contact into a workflow from Salesforce:

1. In your Salesforce account, navigate to a lead or contact record you want to enroll in a workflow.
2. If you're on Lightning Experience, at the top, click the Details tab.
3. In the HubSpot Embed window, click the Workflows tab.
4. In the top right, click the Select a workflow dropdown menu to select the workflow to enroll the lead or contact in.
5. Click workflows Enroll.