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.

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

• Navigate to your Salesforce account.
• Add the HubSpot Embed window 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.

• In your HubSpot account, navigate to Automations > Workflows.
• Click the name of the contact-based workflow to enable enrollment from Salesforce for.
• In the workflow editor, click Edit and then click Edit enrollment trigger.
• At the bottom of the left panel, click Enrollment settings. 
• Then toggle the Manually enroll contacts from Salesforce switch on. 
  
  
  

• In the top right, 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 and publish, then Turn on workflow.
• 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 Embed window, click the Workflows tab and click the Select a workflow dropdown menu to select the workflow to enroll the lead or contact in.
• Click workflows Enroll.