Sometimes you’re working with a single contact record and you need to put them through some kind of workflow.
There are plenty of ways to enroll contacts into HubSpot workflows (Pro & Enterprise plan only
), but here is a quick lesson on adding contacts to workflows from the new contact layout.
How To Enroll A Contact In A HubSpot Workflow
- Visit the contact profile in HubSpot by searching for his/her email address
- Scroll down and look for the section “WORKFLOW MEMBERSHIPS”
- Click the drop down menu and select the KPI Survey
- Click “Enroll”