While records are most commonly enrolled in workflows based on the enrollment triggers, you can also manually enroll records from within a workflow. For contact-based workflows, you can also enroll contacts from within a contact record or list.
Enroll from a workflow
To enroll a record from within a workflow:
In your HubSpot account, navigate to Automation > Workflows.
Click thenameof a workflow.
In the upper right, clickenrollEnroll.
If you're in a contact-based workflow, select an option in the dialog box.
To enroll a list of contacts. click Enroll from a list.
Click the dropdown menu and select thelistto enroll.
To enroll individual contacts, click Choose contacts.
Select the checkbox next to each contact to be enrolled.
ClickEnroll x contactsto enroll the contacts in the workflow.
In all other workflow types, select the checkbox next to each record to enroll.
Click Enroll x [object] to enroll the objects in the workflow.
Enroll from a contact record
In your HubSpot account, navigate to Contacts > Contacts.
Click the name of the contact to enroll.
In the right panel, Workflow memberships section, click Manage workflow memberships.
In the upper right, click Enroll in workflow.
In the dialog box, click the dropdown menu and select the workflow.
Enroll a list of contacts from a list
Please note: this feature is available for Marketing HubProfessional and Enterprise only.
In your HubSpot account, navigate to Contacts > Lists.
Click thenameof the list.
Select the contacts to be enrolled:
To choose specific contacts, select thecheckbox next to each contact to enroll.
To select all contacts on the current page of the list, select thecheckbox in the table header.
To select all contacts in the list, select thecheckbox in the table header, then clickSelect all x contactsat the top of the table.
Click theMore dropdown menu and selectEnroll in workflow.
In the dialog box, click the dropdown menu and select the workflow to enroll these contacts in.