Workflows

Manually enroll records in workflows

Last updated: July 15, 2020

Applies to:

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

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 the name of a workflow.
  • In the upper right, click enroll Enroll.
  • 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 the list to enroll.
      • Click Enroll.
    • To enroll individual contacts, click Choose contacts.
      • Select the checkbox next to each contact to be enrolled.
      • Click Enroll x contacts to enroll the contacts in the workflow.

  • In all other workflow types, select the checkbox next to each object 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.
  • Click Enroll.

Enroll a list of contacts from a list

Please note: this feature is available for Marketing Hub Professional and Enterprise only.

  • In your HubSpot account, navigate to Contacts > Lists.
  • Click the name of the list.
  • Select the contacts to be enrolled:
    • To choose specific contacts, select the checkbox next to each 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.

  • Click the More dropdown menu and select Enroll in workflow.

  • In the dialog box, click the dropdown menu and select the workflow to enroll these contacts in.
  • Click Enroll.
/workflows/manually-enroll-objects-into-workflows