Manually enroll records in workflows

While records are most commonly enrolled in workflows automatically based on the enrollment triggers, you can also manually enroll records from within a workflow. For contact-based workflows, you can enroll contacts from within a contact record or list.

You can also enroll other record types in a workflow using CRM cards. Learn more about enrolling records in workflows using CRM cards.

Manually enrolled records do not have to meet the enrollment triggers to enroll in the workflow. If you're trying to manually enroll a record that has previously gone through the workflow, you must still add re-enrollment triggers. Learn more about workflow re-enrollment.

Please note: records cannot be manually enrolled in workflows if they're in a suppression list or meet unenrollment triggers. Contacts also cannot be manually enrolled in workflows if the workflow is set to remove contacts from the workflow when they no longer meet the enrollment conditions.

Enroll from a workflow

To enroll a record from within a workflow:

• In your HubSpot account, navigate to Automation > Workflows.
• Click the name of a workflow.
• In the top right, click enrEnroll.
• In the right panel, select from the following:
  • Create a custom filter: set up a custom filter to enroll records in the workflow. 
  • From a list: enroll a specified list of records in the workflow. You can only select the same type of list as your workflow for manual enrollment. For example, you cannot select a company or deal-based list for a contact-based workflow. 
  • Choose individual contacts: enroll specific selected records in the workflow. After a record is enrolled, the workflow's enrollment history panel will appear, displaying the recent enrollment. 
• After setting up your manual enrollment criteria, the number of records will display at the bottom of the panel with an [objects] to be enrolled message. To enroll these contacts, click Enroll. 
   

Enroll from a contact record

• In your HubSpot account, navigate to CRM > Contacts.
• Click the name of the contact to enroll.
• In the right panel, Workflow memberships section, click Manage.
• In the upper right, click Enroll in workflow.
   

• In the dialog box, click the dropdown menu and select the workflow.
• Click Enroll.
   

Enroll a list of contacts from a list (Marketing Hub Professional and Enterprise only)

• In your HubSpot account, navigate to CRM > Lists.

• Click the name of the list.
• Select the contacts to be enrolled:
  • To choose specific contacts, select the checkbox next to the contact to enroll.
  • To select all contacts on the current page of the list, select the checkbox in the table header.
  • To select all contacts in the list, select the checkbox in the table header, then click Select all [X] contacts at the top of the table.
• At the top of the table, click the More dropdown menu and select Enroll in workflow.
  
  

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• In the dialog box, click the Select a workflow dropdown menu and select the workflow to enroll these contacts in.
• Click Enroll.