Manually enroll records in workflows

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.