Set workflow enrollment triggers to automatically enroll objects into your workflow when they meet specific trigger criteria. Depending on the type of workflow, different enrollment triggers will be available.
Learn how to manually enroll objects into a workflow.
By default, objects are only enrolled in workflows the first time they meet the workflow enrollment triggers or are enrolled manually. Learn how to use re-enrollment triggers to allow objects to be re-enrolled in your workflows.
You can also enroll contacts in a workflow from a chatflow.
Please note: Sales Hub and Service Hub Professional or Enterprise users can use any trigger except marketing email activity, page view, event, and call-to-action.
In all workflow types, you can use properties and activities for enrollment.
Enroll contacts based on the property values of the record and any associated objects. Depending on the workflow object, different object properties will be available for enrollment triggers. For example, in a quote-based workflow, you can enroll quotes using deal or quote properties because quotes are associated with deals.
Decide which type of property you will enroll objects by, then use the dropdown menu to select a specific property. When you select a property, you'll see a definition for that property at the top of the right panel. A definition will only appear for custom properties if there's an internal description for the property. Learn more about managing your properties.
Depending on the property's field type, you'll have different filtering options. For example, the HubSpot Lifecycle Stage contact property is a radio select field type, so you can select existing or historical option values. The deal property Amount is a number field type, so you can select arithmetic operations like is equal to, is less than or equal to, is greater than, as well as historical numeric values.
Please note: because number field types can be blank or a 0, different trigger criteria may include or exclude certain records. Learn more about using number field types as criteria.
Enroll objects in a workflow based on an activity. Activities include meetings, conversations, tasks, notes, one-to-one emails, and phone calls that have been logged to the record in HubSpot. Learn more about using activity properties in a filter.
When using a property for enrollment in a company, deal, quote, and ticket-based workflow, you'll see an additional filter option for excluding or including objects with no data. This filter option controls whether objects with no value for a property will enroll in the workflow.
Please note: if a record previously had associations that have since been removed, the record will have a value of 0 for the associated object property. Only records that have never had associations will have no data for the associated object property.
Enroll contacts in a workflow when they join a specific list. Once a contact meets the list's criteria, they'll become a member of the list and subsequently enroll in the workflow.
Enroll contacts in your workflow based on the forms they submit. After selecting the Form submission trigger:
Please note: the enrollment trigger has filled out any form submission on any page will enroll contacts that enter their email address to view a document.
Enroll contacts in a workflow based on their marketing email activity. After selecting the Marketing email activity trigger:
Enroll contacts in a workflow based on the status of their email subscriptions. After selecting an email subscription status, click the dropdown menu and select a subscription.
Enroll contacts based on the import they were part of when they were added to HubSpot. Use the dropdown menu to select a specific import file.
Enroll contacts in a workflow based on a specific page view. Page view options include:
Enroll your contacts based on who completed or did not complete an event, and refine this by date or number of times. Events include clicked element events, visited URL events, submitted form events, custom events, and privacy consent events based on engagement with your privacy banner.
Enroll contacts if they have seen, not seen, clicked, or not clicked on a specific call-to-action, then refine by date or number of times.
If you're using the HubSpot ads tool with the following ad accounts:
enroll contacts based on the corresponding AdWords, Facebook Ad, and LinkedIn Ad properties. For example, you can enroll contacts with an Adwords Conversion property value of "true".