Quick tipGotchaSmart CRM

Enroll records in workflows from the record

Bypasses enrollment triggers.

Subscription
Professional or Enterprise
Permissions
Workflows plus Customize record page layout to set up
Time
2 min · Intermediate
Last verified

Short answer

HubSpot's KB: add an automation card under Enroll in Workflow to records, then enroll from the record. The workflow must match the object type. Records enroll even if they don't meet the triggers.

1. In HubSpot

The relevant screen in my demo portal.

HubSpot Automation Workflows list with one contact-based workflow name highlighted
Open the workflow from the Workflows tab.

2. Worth knowing

Name cards clearly so reps pick the right workflow.

3. Related

Enrollment triggers and unenrolling.

Sources

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Still stuck?

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