BetaManually enroll records and run Agent Hub workflows

When creating Agent Hub workflows, you can manually enroll individual records from within a workflow. You can also create a workflow for users to manually run. For example, you can create a workflow to trigger a custom action and a set of follow up actions.

Before you get started

• When manually enrolling CRM records, you must use a trigger associated with the corresponding record type. 
• When using the Run on demand trigger, records will not automatically enroll and the workflow will not automatically execute. Each run must be manually triggered by a user.
• Currently, it is only possible to enroll individual records.

Use the Run on demand enrollment trigger to manually run Agent Hub workflows

To manually trigger your workflow, use the Run on demand trigger type. When using this trigger type, you can run your actions with or without an enrolled record. For example, you can use this workflow to manually run a set of agents. 

1. In your HubSpot account, navigate to Agents > Agent Hub.
2. In the top right, click Create and select Workflow.
3. Click Add trigger.
4. In the left panel, select Run on demand.
5. After setting up and turning on your workflow, in the top right, click Run. 
6. In the dialog box, click Run workflow. 
    

Manually enroll records to Agent Hub workflows

1. In your HubSpot account, navigate to Agents > Agent Hub.
2. At the top, click the Workflows tab. 
3. In the table, select the workflow you'd like to manually enroll records in. 
4. In the top right, click Run. If you unpublished changes to your workflow, you can choose to enroll records to the workflow with drafted changes, or the current published workflow.
   1. To enroll records into the drafted workflow, in the top right, click Run workflow draft. This will enroll the selected record into the workflow and execute all workflow actions, including communication actions such as marketing email sends. 
   2. To enroll records into the published version of the workflow, in the top right, click the downCaratIcon down icon and select Run published. This may not be the workflow version currently displayed in the Agent Hub workflow builder. 
5. In the right panel, click the Record to run against dropdown menu and select the record that you'd like to enroll into the workflow. 
6. At the bottom, click Run.