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. Also, the trigger of the workflow is based on properties' values that won't changed, but some conditions inside the worflow depend on properties whose values will. Solved: Hi! Anyone knows a way to enroll a contact in an advanced WF stage? (not from the beginning) Thanks! Clone your workflow. However my contacts ar. tab and click the plus icon. Workflow 1: Unknown Lead Status. In the right panel, click the Re-enrollment tab. Engagement properties (such as Meeting outcome) cannot be used for re-enrollment, so if you need contacts to re-enroll, those won't work. 1825 days. Configuring in the workflow settings "Unenrollment and suppression" --> Remove from a. It would be great to have this feature - Thanks! We use cookies to make HubSpot's community a better place. 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 the contact to enroll. Contacts can also be entered manually with a list. In cases like these, utilize the “enroll” button on the top right of your workflow to manually enroll a specific contact. Set event enrollment triggers. You can create personalized, automated email workflows that can get. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Now, we’ll set up workflow B. And yes, I made sure the re-enrollment settings were set. The workflow would be contact-based fairly simple, just find Create record in the right Choose an action sidebar and select Deal:. Workflows automatically enroll records based on the criteria set in the enrollment triggers. Gotta love it. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Websites. Contacts already met the workflow goal. An 'Enroll in sequence' action and an `Unenroll from sequence` action. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). That means less manual work and time back in your team's day. We use cookies to make HubSpot's community a better place. There is a lot of manual work involved in having to assess these contacts and. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Use HubSpot's workflows to automate business processes and be more efficient. This How to Use HubSpot with Tim will walk you through bulk enrolling prospects into sequences. There is no way to turn this off. It is much like sequences with the added ability to measure response, click through and open rate. Paid. Hey There is an enable parameter that you can set to make the workflow active. com How to test your workflow. Click the name of your workflow. In fairness, HubSpot has improved one aspect of this situation since my original cry for help. Next, select Create workflow and then From scratch. In the upper right, click Enroll in workflow. Enrollment Triggers are referred to as a set of rules that are used to automatically enroll records in your workflow when they meet certain criteria. We use cookies to make HubSpot's community a better place. We use cookies to make HubSpot's community a better place. Click the name of the workflow to navigate to the workflow editor. 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. In the re-enrollment settings you have to specifically select the form: Bes. Create a Marketing Contacts Analytics Dashboard. (When you enroll contacts from an active list, contacts will enter the workflow as soon as they meet the list filter criteria. Enroll list in workflow. Can I have a workflow that has both manual and automatic enrollment? In my use case, I've got an onboarding. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. Enrollment triggers are your defined benchmarks that enroll records in the workflow automatically. Workflows API Overview. Additionally, you can manually enroll a contact within your workflows series. In the right panel, select a filter type for your enrollment trigger and set up your enrollment criteria. Enrollment: Allows contact list enrollment both automatically and manually. If I enroll them, they will have to go through the delay, alt. the workflow was set up within certan hours. To further refine your trigger, click Add refinement filters. 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. Sequences are best suited for manual enrollment, and they allow sales representatives to personalize individual emails before sending them. Step 3: Add The Right ‘Action’. - That ticket contains custom fields to add the value that is. This is expected behavior. For example, if you want contacts to re-enroll when their Lifecycle stage changes, this can be achieved by including 'Lifecycle stage is known' as an enrollment trigger and enabling re-enrollment for it, too. 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. I have an idea to optimize the (deal) workflow. Create a contact list "Excluded contacts" to define should be excluded from workflows (criteria: multiple disqualifying factors specific to my company) 2. I want to enroll the user in a workflow to get feedback on the product. Workflow is not turned on. Click the + plus icon to add a new action. I want to enroll the user in a workflow to get feedback on the product. . Obviously, there are a lot of ways this could go wrong. 3. Workflows, on the other hand, are designed for. . In the workflow editor, click Set enrollment triggers. Resource HubSpot Knowledge Base What is a workflow goal and why By default, once you've chosen to allow contacts to be reenrolled, contacts are automatically eligible to be reenrolled manually. Here are two ways to manually enroll contacts into a sequence on HubSpot. Allow cookies. Visual Editing. That button triggers the 'Review page'. . Enrols contact list manually only in bulk or individually. I've commented previously on the other complaint of this feature. Updating active list - List used in other Workflow. 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. From a workflow's Settings tab, you can manage when actions should execute, set unenrollment triggers, add associated campaigns, allow Salesforce enrollment, and configure workflow related notifications. The last step will be to set the checkbox back to “No. Update: Adding "Number of associated deals is known" as part of the enrollment triggers didn't work. I'd like to execute a sequence we've. marked confirmed; Customer marked confirmed; Confirmed from previous behavior . Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Thank you for the assistance so far! I'll keep working at it and provide an update if I find a solution. Event triggers can't work retrospectively, you can however simply use the traditional trigger of filter > marketing emails > clicked link or CTA click depending on if you used CTAs or buttons in the email, which. If you're in a contact-based workflow, select an option in the dialog box. HOWEVER, time does not stop once you turn off a Workflow. When one o. Click the sequence name. On the other hand, in sequences, you can enroll a contact manually only, either individually or in bulk. You would enroll deals based on the form submission of the associated contact. 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. It would be really useful to enroll the Custom. Workflow goals are used to set the overall objective of a workflow and measure how well it nurtures the enrolled objects. External email in workflow. Do you know what happens to contacts that are currently enrolled in the workflow if I turn the workflow off? Will. ('is known' is equivalent to 'has changed' in HubSpot workflows. (head shaking) ;) Help answer your question? If. I'd like to be able to use a HubSpot workflow to enroll (and trigger) a contact into a sequence in the CRM. 1) The Data Entry Workflows. Source: HubSpot. When I go to click Save I get a pop up that is not very clear. On the left in the actions panel, under External communication select either Enroll in a sequence or Unenroll from sequence. 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. It was supposed to go out to all 800. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. For re-enrollment to happen via triggers, the records must meet the initial enrollment triggers of the workflow at the time of re-enrollment. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. Once the actions are executed, they're executed. . Choose your email type to start a new thread or reply to a previous email. Select the workflow in question, then select "contact has been enrolled. (When you enroll contacts from an active list, contacts will enter the workflow as soon as they meet the list filter criteria. 1) Enrollment trigger: Manual, enable re-enrollment. In the actions panel, select Unenroll from sequence . So far so good. HubSpot workflows aid in: minimizing errors when a large number of emails are sent manually, following up on leads easily, managing marketing initiatives effectively, enrolling leads and nurturing both old and new prospects, setting your end goals, tasks/things you plan to achieve like a conference or a. 4. . From the workflow editor, you can check which actions require changes or have encountered errors. Hope this helps. If it is just one email, then move that over to a marketing email and send it out to a specific list of people. To learn more, and to see a full list of cookies we use, check out. (When you enroll contacts from an active list, contacts will enter the workflow as soon as they meet the list filter criteria. Manually enrolled records will execute the workflow immediately. 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 is. Create a contact-based workflow, and set up your enrollment triggers to decide which contacts are enrolled. 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’. Delete all enrollment criteria. 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. to create a new automation or click the name of an existing automation. Keeping track of people's actions and your response manually would be a tedious job. Add actions for your contacts, companies, deals, quotes, and tickets. Standard workflows are triggered when a contact in your CRM meets the starting condition (s) of the workflow. I want to enroll 1 contact from this account into this workflow - but once I select the workflow, and the ENROLL button become available, there's no step in between to select WHICH contact I want to enroll. 1. To learn more, and to see a full list of cookies we use, check out ourI agree a stage enrollment would be sweet! Glad this worked for you. Make sure that you have re-enrollment enabled. Problem workflow. Use sequences properties and activity as Contact filters in List and Workflows. In the workflow that you want to trigger a sequence, click the + icon. Workflows. 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. We use workflows extensively for the sales team as a way for them to add data. In cases like these, utilize the “enroll” button on the top right of your workflow to manually enroll a specific contact. In the right panel, Workflow memberships section, click Manage. Use workflows to automate your marketing, sales, and services processes in HubSpot. ) Next, connect your HubSpot account or select an existing HubSpot account from the dropdown and click Continue. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. (Add enrollment triggers > List membership > select list) Action 1: Specify a date the workflow is centered on. 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. In theory, this could. Re-enrollment triggers are not applicable with a scheduled workflow, as all records that meet the enrollment criteria. Set your action to send the email to the contact. Once the workflow is live, new contacts would enroll when they're added manually to the static list. In HubSpot, if you define your goal, it will unenroll any contacts who meet the goal. Now we can create the entry workflow on which the contact will enter the NPS flow. Solved: Hi! Anyone knows a way to enroll a contact in an advanced WF stage? (not from the beginning) Thanks!Clone your workflow. In the right panel, select a filter type for your enrollment trigger and set up your enrollment criteria. ) Best regards!An HS Workflow is already in place to trigger (based on List Membership) an Automated HS Email send when a contact is added to the List. If you toggle re-enrollment (click Contact enrollment trigger and switch to Re-enrollment tab), this. I don't want to edit each wait step just to test a single lead and then go back and rebuild them. Or, learn how to create a new workflow. Eventually, I managed to manually enroll my personal email into the workflow, but even though my personal contact was mentioned in the history section, it did not receive the email itself. Once you switch this workflow on, HubSpot would enroll all deals that are associated with at least one contact that matches these criteria. Manually enroll Companies into a workflow by list. 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. Is it possible when creating a workflow through the api, to enable it and enroll existing contacts in the list at the same time. We use cookies to make HubSpot's community a better place. )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. HubSpot support is available via chat, email, or phone for Marketing Professional accounts and above. 3. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Empezar desde cero. We use cookies to make HubSpot's community a better place. Set an action to manually enroll into Workflow A. lead status changes from outreach attempted to contacted) and if that occurs, the following action is "unenroll contact from sequence". This means that contacts can only be enrolled manually, i. You can also use smart lists to make sure the correct number of contacts are enrolled in your workflow, test your planned enrollment criteria, and see if there were any contacts left out of the workflow. How to create a simple hubspot workflow. If you're reading this article, chances are you know how. To set up your list criteria and add records to existing lists, learn how to determine criteria or. Delays and actions are based on the action before it, not the lead's enrollment date. Sequence Enrollment Limit via Workflow. Ok, I've made some headway. Correct me if I'm wrong. If you only want to enroll contacts manually, leave the enrollment trigger box blank. Step 1: Choose your workflow’s object and type. In the right panel, the enrollment history will be displayed in reverse chronological order, with the most recent events appearing at the top. Ok, but that sounds like the solution then. Insycle's ability to integrate Recipes with HubSpot Workflows is ideal when you want to: Automatically apply formatting, deduplication, or other changes to newly-added data. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Because the confirmation email was triggered. The Workflow is ON switch will be toggled on in the top right. Then, click Turn on. Create and manage workflows. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. I have the iframe syncing in Salesforce. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. 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. Given the repeatability requirement using property triggers doesn't really fit unless I manually toggle the trigger property back and forth which seems. 2. If you want to have control over how many contacts are being enrolled in a sequence, this currently requires some manual element (selecting contacts for enrollment, creating. As of this moment, we will no longer be merging records in HubSpot. You just toggle the enrollment trigger settings to "Enroll Manually" in the workflow. Yes this will work as long as the email sent from the form is a marketing email. This breaks workflows. this is automatically set by HubSpot for each contact). 1. In the right panel, select an action. If the option is turned on, the HubSpot will enroll any contact that. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Use HubSpot's workflows to automate business processes and be more efficient. We use cookies to make HubSpot's community a better place. Custom Object List manual workflow enrollment You can manually enroll lists of Contacts into a live workflow but this is not possible for Custom Objects. Generally, there are different properties you could use for this but **bleep** is in the detail. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. We use cookies to make HubSpot's community a better place. 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. For example, updating an enrolled contact’s. Check out all of HubSpot’s workflow integrations and get started automating your business and eliminating silos. Hi @RebeccaShultz, Out of the box this is currently not possible. Select Start from scratch, then click Create workflow. The contacts will enroll into the workflow, depending on if that option the enroll existing contacts is on or not. Since last week Hubspot activates the Beta workflow for Deals. Use case. In the below example, contacts will always enroll in both workflows. It will do the job every day. This allows you to take the appropriate actions to test out the different branches. This is what they suggested: 1. Napsauta oikeassa paneelissa, Työnkulun jäsenyydet-osiossa, Hallitse. Limit the number of contacts in a workflow. To edit an existing workflow, hover over the workflow, then click Edit. EG: I have a flow where there's a delay, and I want to enroll a member manually. I have actually resolved this. 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. Mistake #1: Incorrectly Using Goals. Sequences: Sequences enrollments are enrolled individually or in bulk through a Contact List. When following these steps, you, the workflow creator, are able to go through the workflow as a contact would. . 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. See the screenshot of a contact-based workflow below: You could enroll contacts into this list based on their list membership. When the workflow is turned on, our backend systems will check for contacts that meet the enrollment triggers. We are testing an sms workflow and have to manually enroll a test contact to see how the texts actually look when they come through. I will advise you to log out from the acc and log in again, try creating wf only after some time. not sure there , do you happen to. When enrolling Contacts in a Sequence using a workflow, the automated emails cannot currently be sent dynamically "from Contact Owner". Creating a step that points to the workflow where I wanted to enroll the contact. To set up a lifecycle stage workflow: In your HubSpot account, navigate to Automation > Workflows. - HubSpot Community. We use cookies to make HubSpot's community a better place. Hi @rpkumar,. Depending on the time, the actions in that workflow will be on hold or execute. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. Hi The enrolment means the contact gets enrolled and runs through the whole workflow. wrote: When using the contents of an auto-populated field, like IP Country, in a workflow, I always include and additional 'is known' check, as I too. HubSpot Introduced an option of automated enrollment via workflows for HubSpot Sales Enterprise Customers Only. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. I have a workflow to segment my audience in personas. It'll also help you report on data across company and contact objects. Change all delays to five minutes. The workflow send the templated email to. The record doesn't meet the workflow's enrollment triggers. HubSpot's sales sequence tool is a valuable way to make prospecting more efficient and effective for your sales team. It would go like this: If a contact has at least one active policy, don't enroll; If a contact switches to zero active policies (custom contact property) and now has 1+ inactive policies (custom contact property), enroll in win-back workflowI'm trying to create a workflow that assigns a "HubSpot team" (an out of the box property) to a contact based on the specific form that was filled out and the page on which that form is published. Get a HubSpot CRM account Get a HubSpot developer account Community. Hi , thanks for the sanity check. The lead status contact property is blank as default, so use this simple workflow to update. This problem seems to be. Hundreds of deals are enrolling at the same time which is making the search API hit its limit of 4 requests per second. Make sure that you have re-enrollment enabled. . If you want to have control over how many contacts are being enrolled in a sequence, this currently requires some manual element (selecting contacts for enrollment, creating segmented lists or. To learn more, and. Please make it possible, it could be as easy as having us clear the 'enrolled in sequence' property and then set it to 'No' while setting up the workflow, and an option like above for a bulk unenroll option will. Example: Create a single checklist property called "XYZ Import" Add XYZ Import is any of Yes to the enrollment criter. Allow workflow re-enrollment for deal properties. I have a schedule workflow which I enroll contacts only one time. The Workflows API allows for full CRUD access to workflows in. From the left navigation bar, go to Orchestration > Automations. Commenting here as I had a similar case with a customer: From checking in with our product team, we confirmed that there isn't a way of staggering workflow enrollments at the moment (i. In the right panel, select the when an event occurs. You'll then be brought to the workflow editor. Select the Allow contacts who meet the enrollment triggers to re-enroll when any one of the following occurs checkbox. When following these steps, you, the workflow creator, are able to go through the workflow as a contact would. If you want contacts to re-enroll if the leave and re-enter the list, click into the tab re-enrollment (see screenshot above) and click the checkbox for the list. I can't seem to find a way. Hi , Can you please share a screenshot of your workflow? If you can't, are there delays, how long does it take for a contact to go through the workflow from start to finish? Have you maybe set working hours in the workflow settings? Generally, a contact cannot be re-enrolled while they're still. To enroll a record from within a workflow: 1. How the "Enrolling Existing Contacts" Option Works. The more broadly you try to trigger something, the greater the opportunity to potentially impact your server load or the amount of cost. We use cookies to make HubSpot's community a better place. From a workflow's Settings tab, you can manage when actions should execute, set unenrollment triggers, add associated campaigns, allow Salesforce enrollment, and configure workflow related notifications. when i first turned this on, i put every day at 3 am. In the top right of the sequence page, click Enroll contacts. e. 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. Steps to resolve. Click the Settings and notifications tab. This morning I see that every contact went through the workflow as planned. Actions are functions that the workflow will execute for enrolled records. e. Change all delays to five minutes. You can manually unenroll records to use suppression lists, goals, or unenrollment triggers to automate workflow unenrollment. That is misleading when the actual enrollment is from another workflow. 4. Unenroll Vs. Insycle's ability to integrate Recipes with HubSpot Workflows is ideal when you want to: Automatically apply formatting, deduplication, or other changes to newly-added data. 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. You can add automated emails, or create email, call or general task reminders. true/false: segmentCriteria: List filters used as the workflow's enrollment criteria: See Contact Lists API for examples: goalCriteria: List filters used as the. You can select additional properties to refine the objects that you would like to enroll in the workflow. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). How the "Enrolling Existing Contacts" Option Works. It would be perfecto to have the "stage enrollment" option from the contact or list, but this solution es. To be able to clone a branch and use it on a separate branch, especially I'm using the same parameters/conditions, it can save so much time by allowing copying and pasting, instead of building the branch from the start of adding time delay and adding conditions and actions afterwards. HubSpot will follow your exact instructions and you don't want deals created for every single. To add an automated email, click Automated email. 7 Upvotes. For company workflows, you can only enroll one by one. 4. To further refine your trigger, click Add refinement filters. Once that property is manually set to the right value, the workflow. Sadly enough, the correct option isn't diplayed where it should be. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To find the new data, navigate to Contacts > Workflows, and click into any of your active workflows. In workflows, there is more flexibility in terms of how you want a workflow to function. Some possible options: It sounds like you might be enrolling deals based on an automatic enrollment trigger set up in the workflow, so you could instead remove the trigger and manually enroll contacts. It would be really useful to enroll the Custom Objects from a list in cases where a number of them have been missed, or in my case when you do not want to blow the daily HubSpot API limits. Currently, contacts must be manually re-enrolled in a workflow if the enrollment criteria includes a deal property (specifically, deal stage). I have a usecase: I need a way to trigger business logic in the HubSpot from external system through the API call. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. You just finished building your workflow with the enrollment criteria and actions you want. Exampl. In the workflow editor, click Set enrollment triggers. English English Español Português FrançaisThanks Karsten, your screenshot pointed me in the right direction. Granted we did have 117 people on the email lis. 2. If you want contacts to re-enroll if the leave and re-enter the list, click into the tab re-enrollment (see screenshot above) and click the checkbox for the list. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Note: This should only be set to true if segmentCriteria is empty. It should be possible to manually send an email if it is saved for an automation or a simple workflow. This happens when other admins swap out forms on landing pages. By default, records are only enrolled in workflows the first time they meet the workflow enrollment triggers or are enrolled manually. 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. They all had read access to workflows but COULD still manually enroll contacts in workflows. Yea Joanna, the process is a little convoluted now. I figured that you can create 2 workflows that are the exact same, both wait for and trigger each other after stop waiting. Step 2: Setting your workflow’s enrollment triggers. . Before turning this workflow on, you need to review the workflow set. Hover over the workflow, then click Edit. Thanks for bringing this back up. This functionality is needed for a contact form, to monitor and action, each submission. To edit an existing workflow, hover over the workflow, then click Edit. Understanding Workflows in HubSpot, a free lesson on workflows from HubSpot Academy. If the contact meets this qualification then when I click test I expect the workflow to send them an email. Steps to follow: Step 1. Remember that the users must have their email inbox connected to HubSpot with sales pro+ paid seat and have access to the sequence in question so it can be sent as them. Alternatively, follow these steps for the automatic setup: Go to the workflow editor and select “Set up triggers”. If you're creating a Zap from scratch, search for and select HubSpot as your app, Find Contact as your event, and click Continue. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Enroll them manually (not many deals in my case). In your HubSpot account, navigate to Automation > Workflows. We use cookies to make HubSpot's community a better place. Step 9: How to Test Your WorkflowEnrollment . In your HubSpot account, navigate to Automation > Workflows.