If you're in a contact-based workflow, select an option in the dialog box. Vs. If a contact that you expect to enroll in your workflow is not being enrolled, here are common reasons why. No auto-enrollment but simply a manual enrollment should be able to get the previously merged contact into the workflow when desirable (determined by a human in other words). if job title is know then i have branches for each of the personas: if title is x, persona property is y. In this video, we explain the differences between a Workflow and Sequence in HubSpot. An 'Enroll in sequence' action and an `Unenroll from sequence` action. To further refine your trigger, click Add refinement filters. Hi @A_Walters,. You may choose to enroll records manually. The field on teh deal is now a sngle selection drop down with 4/5 different actions listed, all of which send a custom email communication (transactional) User navigates to the field and decides what they want to. Have you checked via the Test button (upper right in the workflow editor) whether the records would enroll? Also, when you click Details in the top left of the editor and then into the Enrollment history tab, is the record listed here? (Use the Select a [record] dropdown to find your record. Workflow Enrollment: Manual and Automatic. Understanding Workflows in HubSpot, a free lesson on workflows from HubSpot Academy. Hello, I am wondering if you can set up a workflow to automatically add users to a list. Do you have a ticket number I can refer to for a support case? happy to be your main POC hereThis includes if the contact opted out, or they were unsubscribed by a HubSpot user or workflow. Hi, it would be super helpful to have the following workflow feature available: Sometimes objects (contacts, companies, deals) need to be enrolled manually to a workflow and usually it makes sense to enroll them and they start from the enrollement trigger. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Setting unenrollment, exclusion or goal criteria are effectively all doing the same thing. Or, learn how to create a new workflow. com How to test your workflow Learn how to test your HubSpot Workflow to ensure that your actions will execute as desired. To view the complete workflow history for a record in the Enrollment history tab: Hover over the record you want to see the history of, then click Enrollment details. Yes this will work as long as the email sent from the form is a marketing email. I figured that you can create 2 workflows that are the exact same, both wait for and trigger each other after stop waiting. Workflow ID: 3732306 The enrollment criterion is set up - it's supposed to enroll whenever the custom. In the workflow editor, click Set enrollment triggers. Create a workflow from scratch and set the enrollment trigger to “Custom date property is known”. In this case, if you're looking to enroll deal almost instantly when e. But yes, the domain is set up for Hubspot to use. Just using the endpoint to enroll allows my contacts to be re-enrolled to the workflow via the API endlessly. Making sure the new leads coming into your CRM are identified with a lead status can be useful in other workflows where your sales and marketing teams may pass leads back and forth for nurturing or follow-ups. I have actually resolved this. En tu cuenta de HubSpot, navega a Automatización > Workflows. Ok, but that sounds like the solution then. In the top left of the workflow editor, click Details. . Manually enroll contacts into a workflow and have them bypass any steps. I'll also be asking clarifying questions along the way. You may not know something's broken if there are multiple triggers, and workflow users don't notice the change in traffic volume through the workflow. This workflow will clear the close date property as soon as you click "Create deal" at the bottom of the creation form, or as soon as another process creates a deal. This one is similar to the suppression list, except that goal lists serve a different purpose. Delete all enrollment criteria. Allow cookies. The lists tool in HubSpot allows you to create a list of contacts, companies, deals, or custom objects based on property values and other characteristics, including activities. The goal attainment rate stays at 0%. They can also be enrolled automatically by using contact-based workflows. When creating a workflow from scratch, there are different types that you can select from based on the record type you would like to enroll. An 'Enroll in sequence' action and an `Unenroll from sequence` action. Granted we did have 117 people on the email lis. It is much like sequences with the added ability to measure response, click through and open rate. Workflows. One quick workaround for a once off enrollment would be to create a static list of the contacts you want to enroll, then set an OR on your workflow. e. The workflow is not turned on. HubSpot support is available via chat, email, or phone for Marketing Professional accounts and above. Constantly updating data for every one of your prospects is tough. In the upper right of the tab, use the search bar to search for the record. Standard workflows are triggered when a contact in your CRM meets the starting condition (s) of the workflow. Create a contact-based workflow, and set up your enrollment triggers to decide which contacts are enrolled. If you toggle re-enrollment (click Contact enrollment trigger and switch to Re-enrollment tab), this. Source: HubSpot. Here's the idea: I'd like to be able to enroll a contact in a specific workflow in the event that contact completes a specific sequence. Then make the last step in the Workflow to unset th. In workflows, there is more flexibility in terms of how you want a workflow to function. They Search. Selecting the Copy Company Property Value action Configuring the Copy Company Property Value action . Hi @RebeccaShultz, Out of the box this is currently not possible. Click the name of the contact to enroll. Click on Create. I had set up the workflow to run within certain hours. If Yes: End the workflow and do nothing. knowledge. For another, unlike meetings booked through a scheduling page, meetings booked from a proposed time do not count as a conversion. Or, learn how to create a new workflow. In cases like these, utilize the “enroll” button on the top right of your workflow to manually enroll a specific contact. You can set triggers and contacts will be enrolled in the workflow once they meet those triggers. This process is currently time-consuming and the sequence summary screen doesn't provide the option to use filters such as 'lifecycle tage', 'last activity date', 'company. Depending on which records you'd like to update Lifecycle stage for, in the left panel, select Contact-based or Company-based. You'll then be brought to the workflow editor. . We have a custom property A that we'd like to be computed based on a few other properties: B, C and D. ; Classroom Training Schedule in-person training for a hands-on and personalized. In the right panel, select the when an event occurs. You can select additional properties to refine the objects that you would like to enroll in the workflow. ) If you can share screenshots of what you're seeing. Then, click Turn on. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. Solution: allow the ability to manually override the workflow contact merge setting. Hi Rick, I import lists on a daily basis that go through a workflow to send emails. In the right panel, the enrollment history will be displayed in reverse chronological order, with the most recent events appearing at the top. Unlike sequence, workflow doesn’t let you unenroll contacts automatically. Use the workflows tool to take your automation to the next level. Set enrollment criteria to enroll specific records or manually enroll your contacts. I see that creating a record from a workflow allows associations to be set for enrolling objects (see below), but we would like to be able to set associations for already existing objects. If this workflow should only be triggered manually (either by a user in HubSpot or through the API), set this to true. Because the confirmation email was triggered. Ok, I've made some headway. Your best option is usually to build a contact-based list that contains contacts which were enrolled in the workflow but not successfully sent the email. You can also take action on associated records. I tweaked it slightly to "Number of associated deals has been updated in the last 1 day" and it picked up all the pending company records and enrolled them. Set the enrollment conditions to match whenever a contact has a value in the non-mandatory field, then use the set a contact property action to set a date time property with the current date. this is automatically set by HubSpot for each contact). The Workflows API allows for full CRUD access to workflows in. See the screenshot of a contact-based workflow below: You could enroll contacts into this list based on their list membership. We use cookies to make HubSpot's community a better place. There may be other workflows that run off of deal creation, or a sales rep may manually update the close date a bit after creating the deal, that overrules this step. Solved: Hi! Anyone knows a way to enroll a contact in an advanced WF stage? (not from the beginning) Thanks! Clone your workflow. Is it possible when creating a workflow through the api, to enable it and enroll existing contacts in the list at the same time. 1825 days. We feel your pain. To learn more, and to see a full list of cookies we use, check out ourRight now I have a workflow that can find those enrolled in a sequence and create a task, but I still have to manually unenroll them. But you DO notice when reviewing the workflow, because a clear notification appears at the first step. You could use a workflow to enroll contacts who click the Cancellation CTA and then set the workflow to send an internal email to yourself containing personalization tokens of the the contacts. The challenge is that, as noted in HubSpot’s knowledge base article on re-enrollment triggers, “By default, records are only enrolled in workflows the first time they meet the workflow enrollment triggers or are enrolled manually. Step 2: Setting your workflow’s enrollment triggers. You could set up a new workflow to re-engage them or manually put them back into the workflow, but there’s a better solution—using re-enrollment triggers. . Step 1: Choose your workflow’s object and type. Allow nodes to merge. I will advise you to log out from the acc and log in again, try creating wf only after some time. Example: Create a single checklist property called "XYZ Import" Add XYZ Import is any of Yes to the enrollment criter. not sure there , do you happen to. This blog post is part of our How to Use HubSpot series focused on helping our readers get the most out of their HubSpot portal with tips and tricks on best practices within HubSpot. I'd also like a bit more control on the workflow of sending of a registration mail; I'm uncomfortable with the idea that publishing a page kicks off an automatic "transaction mail" asking people to register. Steps: Unenroll People from HubSpot Workflows. e. The easiest way to do that, in my opinion, would be creating a first list of contacts who have been sent the email and a second static list of contacts who have been enrolled in t. Click the name of your workflow. Sep 5, 2018 11:40 AM. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. (When you enroll contacts from an active list, contacts will enter the workflow as soon as they meet the list filter criteria. Since recently, sequence enrollment can be automated via workflow: This is what a workflow would look like: Under Last sequence enrolled, the ID of a sequence needs to be put in, not the name, unintuitively. You can also manually enroll a single contact or list of contacts into your Workflows. check for a new contact NOT being created by a form. In the top right of the editor, click More > View enrollments. @Saravanan90 workflows cannot be enabled in a test (or trial) portal, but you can still manually enroll a contact using the test workflow feature. 1. This workflow should be able to trigger another workflow and based on the result and passed request object select required email template, substitute values and send an email. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. by another workflow using the enrol in workflow action. 0 Upvotes. Sometimes that trigger is a list membership or a form submission. I can't seem to find a way. . I'm really surprised this isn't a feature yet. In this case, if each time the sales staff attached these changes, they would also update the deal amount; maybe we can explore the option of using the following deal enrollment trigger, together with re-enrollment set up: Basically, this wo. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. . If that's the case, you'd also enable re-enrollment as shown in my screenshot. if job title is know then i have branches for each of the personas: if title is x, persona property is y. - see image. 1. Lead Generating Websites That Drive Results. For re-enrollment to happen via triggers, the records must meet the initial enrollment triggers of the workflow at the time of re-enrollment. Unfortunately not, no. 1) The Data Entry Workflows. You have to have Marketing Pro in order to send automated emails because they are a function used for marketing activities rather than a sales tool. To add an automated email, click Automated email. Email 1 - "Hey we want to get some feedback on x" Contact Response - "I'm not the right person to ask" Unless I personally un-enroll the user, they will get the second and third email. To edit an existing workflow, hover over the workflow, then click Edit. You may choose to enroll records manually. . From the left navigation bar, go to Orchestration > Automations. If you follow a sales process that includes several sales reps at different stages, you can use workflows with the appropriate conditions to update. Discussions. But sometimes it makes sense to en. You'll need to temorarily TURN OFF your actively running workflow before the "Review" button will appear in the upper right corner. If you want to make bulk updates to existing records, it is best to make those changes using the. We use cookies to make HubSpot's community a better place. If there aren't any contact properties that are suitable, you'd have to work with a custom contact property. e. I created a new workflow and would like it to apply to existing deals. In your HubSpot account, navigate to Automation > Workflows. There is a lot of manual work involved in having to assess these contacts and. That is misleading when the actual enrollment is from another workflow. My solution was to add a property to HubSpot and then add it to the Workflow Enrollment Criteria. Then create a second workflow where the trigger is the change in a specified contact/deal value (i. When following these steps, you, the workflow creator, are able to go through the workflow as a contact would. Click over to the Performance section, and you’ll see the following screen: The top section summarizes overall performance of the workflow, with the number of contacts ever enrolled, the number of active contacts, along with the conversion rate. I've commented previously on the other complaint of this feature. . Use sequences properties and activity as Contact filters in List and Workflows. When a contact in your HubSpot CRM meets the workflow enrollment criteria (which you set), HubSpot will notify your sales team, update the contact's status, or trigger an automation that. To enroll from the sequence tool: In your HubSpot account, navigate to Automation > Sequences. Click the name of the workflow to remove the object from. Select a filter type for your Enrollment Trigger from the right pane. Make sure that you have re-enrollment enabled. That means less manual work and time back in your team's day. In the right pane, set an unenrollment trigger. Enrollment triggers are your defined benchmarks that enroll records in the workflow automatically. Jun. These activity properties can however not be used for re-enrollment and don't necessarily reference the latest activity. It was supposed to go out to all 800. Capture form submission date in contact. For example, updating an enrolled contact’s. For contact-based workflows, you have the option to enroll records manually one by one and through a list. It will do the job every day. Workflow goals are used to set the overall objective of a workflow and measure how well it nurtures the enrolled objects. Activecampaign has a skip wait step and Hubspot should too. Use workflows to automate your marketing, sales, and service processes. Suppose you're using HubSpot Workflows. Manually relaunch a workflow. To learn more,. Set an action to manually enroll into Workflow A. We use cookies to make HubSpot's community a better place. Enroll contacts in Teachable courses using workflows; Enroll contacts into workflows from Salesforce; Format your data with workflows; Manage workflow settings; Manage your unused workflows; Manually enroll records in workflows; Manually unenroll records from workflows; Monitor your workflow's enrollment with email notifications; Organize your. The last step will be to set the checkbox back to “No. Set enrollment criteria. For company workflows, you can only enroll one by one. Select Set up triggers. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. It was supposed to go out to all 800. 4. We use cookies to make HubSpot's community a better place. As a part of our marketing automation, we're creating a workflow and our strategy requires sending out one-to-one emails. They will remove the contact from the same workflow. To add a branch action to a workflow: In your HubSpot account, navigate to Automation > Workflows. Or, you can manually enroll a. Remove from all other workflows optionin Unenrollment and suppression. Thank you for the super informative. We use cookies to make HubSpot's community a better place. So far so good. 1. Make sure that you have re-enrollment enabled. Click the + plus icon to add a new action. The lead status contact property is blank as default, so use this simple workflow to update. . But sometimes it makes sense to en. It should be possible to manually send an email if it is saved for an automation or a simple workflow. We use cookies to make HubSpot's community a better place. Contacts cannot be enrolled in a workflow more than once at a time, so if a contact is already active in a workflow when they meet the reenrollment criteria, they will not be reenrolled again. OneSignal Integration. English English Español Português FrançaisThe Total contacts enrolled count is the number of contacts that have ever started the workflow, so that count won’t go down, whether a contact. Navigate to. Hi all, I put together a workflow for a webinar my agency is putting together, but when the initial email went out, only 203 of the 800 contacts enrolled in the workflow recieved the email and only 203 were sent. You would set this custom contact property to "yes" at the end of the contact-based workflow. Example: A user on our website starts to fill in a form -> Adds them to a workflow -> they then get added to a list Thank youOnce the workflow is live, new contacts would enroll when they're added manually to the static list. 4. Click the sequence name. Set event enrollment triggers. There is no way to turn this off. HubSpot support is available via chat, email, or phone for Marketing Professional accounts and above. Sequences: Sequences enrollments are enrolled individually or in bulk through a Contact List. Steps to resolve. There is no way to turn this off. . There it can be accomplished with a contact-based workflow. After which, we can select the action ‘Copy Company Property Value’, and configure the settings to copy the ‘Name' property to the target ‘Company Name’. Have built a workflow that creates a ticket and then delivers a custom email that contains using html, a unique URL to go to a payment gateway that we have to allow payment to be made and linked to the deal. Still, you face the issue, open a ticket with HubSpot support by clicking the blue Help button on the right. To learn more, and to see a full list of cookies we use, check out ourJust use a form submission as the starting criteria for the workflow and then create a new Deal and populate the Deal properties with the properties from the form submission. : You cant do this with 'sales sequences'. Automated enrollment is available for HubSpot Sales Enterprise Customers only. Example: -1- Contact Create Date is after 1-1-2050. . I created a custom property since we have different NPS for different products. Keeping track of people's actions and your response manually would be a tedious job. Example: Create a single checklist property called "XYZ Import" Add XYZ Import is any of Yes to the enrollment criter. true/false: segmentCriteria: List filters used as the workflow's enrollment criteria: See Contact Lists API for examples: goalCriteria: List filters used as the. In your HubSpot account, navigate to Automation > Workflows. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more, and to see a full list of cookies we use, check out ourWhen I manually placed my contacts in the List that triggers enrollment, the notification tells me "Your contact wasn't We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Here’s a screenshot of what the entire workflow looks. The inability to automatically re-enroll is very limiting, as we want our processes to work as seamlessly for repeat customers as they do for new customers. Huge traffic spikes and slow response times from our dependencies are a fact of life. Manually Enroll Deal into Ticket Building a credit control function against live deals to commuincate with clients over missed payments. I have a usecase: I need a way to trigger business logic in the HubSpot from external system through the API call. If the contact meets this qualification then when I click test I expect the workflow to send them an email. Learn more about the Workflows API in the Workflows API overview . To learn more,. Hi @russellmasters,. Date of last meeting booked in meetings tool for example could be the recent conversion but could. Rather, a specific Owner with a Paid Seat must be selected. Steps to follow: Step 1. Currently, Hubspot does not allow re-enrollment in a workflow based on [contact property] is not a member of [list]. HubSpot does not have any feature that lets you re-enroll "unsuccessful" contacts. Depending on what the other steps are and what the goals are, contacts can drop out at various stages but without seeing the whole workflow and your workflow settings, it's hard to say where exectly the problem. Visual Editing. If you've already registered, sign. Community Blogs Knowledge Base right Chat & Automation right Workflows right Set your workflow enrollment triggers Set your workflow enrollment triggers Last updated: November 6, 2023 Available with any of the following subscriptions, except where noted: Marketing Hub Professional, Enterprise Sales Hub Professional, Enterprise Manually enroll Companies into a workflow by list. As of this moment, we will no longer be merging records in HubSpot. (When you enroll contacts from an active list, contacts will enter the workflow as soon as they meet the list filter criteria. Hmm, that's not what we should be doing @lasseschou . 1. " Once this is saved and processed, the list should pull in the contacts that have been enrolled in your workflow but have not met the. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. I have looked at several explainer videos and a couple websites, including the HubSpot knowledge page. Step 2: Setting your workflow’s enrollment triggers. I have removed them from the list automatically created for people who submit the form but they are still showing in the email automation workflow. Currently, contacts must be manually re-enrolled in a workflow if the enrollment criteria includes a deal property (specifically, deal stage). How the "Enrolling Existing Contacts" Option Works. First, set a measurable goal or common task and select a list of contacts in your database to be enrolled in the workflow. Hi, i am running into the same issue, i am creating 100+ workflows through the API and i want them to work from the get go without having to manually We use cookies to make HubSpot's community a better place. Hi all, i've a question with workflow enrollement. . To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). >>" My question is, because We use cookies to make HubSpot's community a better place. We use cookies to make HubSpot's community a better place. 4. Hi @Isaac_Takushi, I hadn't tried it this way around and it works out even better. The workflow will then execute a series of actions on the enrolled record or associated records. You should be able to complete this with just one workflow. If the event fires again within a short period, don't fire more emails Next month, when the event fires again, fire the email again. If you are enrolling a contact into a sequence, select the Sequence you want to enroll them in,. If you only want to enroll contacts manually, leave the enrollment trigger box blank. Let's start with a hot-off-the-press addition to your Workflows tool: The visual editor. Out of the box, without custom development, workflows do not have any cap / throttling features. Is it possibile to set a specific set of time to enroll a workflow? For example, workflow start only on the weekend or on monday and thursday. BUT I always have to manually enroll the deals into the workflow (by shutting it off and turning it on again, even though re-enrollment is turned on), because workflows do not get triggered by line items. In your HubSpot account, navigate to Automation > Workflows. Turn the workflow on. Hey hmm, I'm not sure why you can't enroll existing contacts to be honest! I would need to take a deeper look into your workflow settings to troubleshoot further. The trigger criteria for this workflow can vary, based on your own business and needs. For example, updating an enrolled contact’s. To manually unenroll contacts, click on the contact profile, and on the top left side (above the contact name), there is an option to unenroll contact. Never came across such an issue. Enrollment trigger: Contact is member of Webinar Registrants. . In the right panel, Workflow memberships section, click Manage. My solution was to add a property to HubSpot and then add it to the Workflow Enrollment Criteria. g. ; To create a new template, click Create template. When a contact meets the enrollment criteria, they'll automatically be enrolled. Set enrollment criteria to enroll specific records or manually enroll your contacts. Manual Unenrollment. ; To filter your existing templates, click the Existing email. (Add enrollment triggers > List membership > select list) Action 1: Specify a date the workflow is centered on. We use workflows extensively for the sales team as a way for them to add data. For contact-based workflows, you have the option to enroll records manually one by one and through a list. CRM & Sales Marketing ServiceTo set up a contact-based workflow that sets a contact's marketing status: In your HubSpot account, navigate to Automation > Workflows. )What is a HubSpot workflow audit, and how can it help your business? In this blog, learn a few steps to review workflows and reduce errors. Manually Enroll Deal into Ticket Building a credit control function against live deals to commuincate with clients over missed payments. Here are two ways to manually enroll contacts into a sequence on HubSpot. Said contact is already sales-qualified but downloaded an ebook using a pop-up form and is now enrolled in the nurture workflow. Manually enroll contacts into a workflow and have them bypass any steps. I have created the properties & set up the workflows and it seems to work. I know it is possible to switch on the workflow manually in the Hubspot app and select the option to include existing contacts that meet the criteria i. On the other hand, in sequences, you can enroll a contact manually only, either individually or in bulk. For contact-based workflows, you have the option to enroll records manually one by one and through a. It should be possible to manually send an email if it is saved for an automation or a simple workflow. This means that contacts can only be enrolled manually, i. There are two ideas that come to mind to accomplish your ultimate goal of letting you know when someone cancels: 1. 4. After creating your workflow and setting enrollment triggers, choose actions to add to your workflow . In your HubSpot account, navigate to Automation > Workflows. Usually the re-enrollment is the "gotcha" that catches most. . A HubSpot workflow is a tool inside of HubSpot that allows you to automate parts of your marketing, sales, and customer service efforts. Simply deleting my goal allowed users to enroll again. Now, we’ll set up workflow B. HubSpot's sales sequence tool is a valuable way to make prospecting more efficient and effective for your sales team. Adding a workflow if/then filter at the beginning of our workflows would be to much of a monumental task, since we have over 600 workflows. set of tasks trying to connect with a contact). (When you enroll contacts from an active list, contacts will enter the workflow as soon as they meet the list filter criteria. Add actions for your contacts, companies, deals, quotes, and tickets. With workflows, HubSpot can automatically copy the value of one property to another — which can be really helpful since HubSpot doesn't automatically sync properties between associated records. Use case. I'll appreciate it if someone can explain the difference between setting up an action in a workflow to unenroll a contact. The more broadly you try to trigger something, the greater the opportunity to potentially impact your server load or the amount of cost. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Plan to send 3 emails asking for feedback 2 days between each. If the option is turned on, the HubSpot will enroll any contact that. Hey There is an enable parameter that you can set to make the workflow active. Sadly enough, the correct option isn't diplayed where it should be. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. You can use the contact property Date of last meeting booked in meetings tool for this. This is the workflow, it include those properties (Deal Amount, Deal Probability, and Deal Priority) both known or unknown under trigger. The Workflow is ON switch will be toggled on in the top right. If you want to use Workflows for sending sales emails, the best way to achieve this is by working around the enrollment limitations. And no, unfortunately there's no way to reverse workflow enrollment. Set your action to send the email to the contact. Basically, yes. . Trigger a sequence to enroll or unenroll automatically (Sales & Service Professional) Currently 'In development', this will provide the ability to automatically trigger a sequence, or set criteria for unenrollment on an indvidual sequence. Hey , Thanks for sharing over a detailed use case. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Criteria options might include: contact property, company property, deal property, list membership, form submission, email, page view, custom event, workflow status, and call-to-action. they are already. ” To enroll contacts from a list, you would choose this option: If you choose an active list, contacts that enter the list after the workflow is turned on will also enter the workflow. The easiest way to do that, in my opinion, would be creating a first list of contacts who have been sent the email and a second static list of contacts who have been enrolled in t. 3) enroll in another workflow: waiting for event #2. You must be a registered user to add a comment. We use cookies to make HubSpot's community a better place. A contact from my database registered for an event and didn't receive the confirmation message because they were listed as a non-marketing contact. Or, learn how to create a new contact-based workflow. I have created a developer account for doing an integration with HubSpot, and when I tried to activate a workflow, it said that it can’t be activated in trial Please let me know for other options to activate a workflow.