🔗 HubSpot KB Bridge: Manually enroll objects into workflows
💡 Core Capability
While records are most commonly enrolled in workflows automatically based on the enrollment triggers, you can also manually enroll records from within a workflow or an object’s index page. For contact-based workflows, you can enroll contacts from within a contact record or list.
🛠️ Key Operations & Headings Outline
- Before you get started
- Understand requirements
- Understand limitations
- Enroll from a workflow
- Enroll records from object index pages
- Enroll from a contact record
- Enroll a list of contacts from a segment
- Related content
📋 Subscription Availability
- Marketing Hub Professional, Enterprise
- Sales Hub Professional, Enterprise
- Service Hub Professional, Enterprise
- Data Hub Professional, Enterprise
- Smart CRM Professional, Enterprise
- Revenue Hub Professional, Enterprise
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
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