Manually Enroll Objects in HubSpot Workflows

HubSpot gives you precise control over automation by letting you manually enroll individual records or lists of records into workflows. This is useful when you want to trigger automation based on one-off decisions, data cleanup projects, or very specific conditions that are not covered by automatic enrollment triggers.

This guide walks you through the different ways to manually enroll contacts, companies, deals, tickets, and custom objects into workflows so you can use HubSpot automation more intentionally.

Prerequisites for HubSpot Manual Enrollment

Before you manually enroll records into a workflow, confirm the following requirements in your HubSpot account:

• You have a workflow tool available on your subscription (e.g., Marketing, Sales, or Service Hub edition that includes workflows).
• You have permissions to edit workflows and view the records you want to enroll.
• The workflow is set to On or will be turned on after configuration.
• You understand the workflow’s actions to avoid unexpected emails, property changes, or task creation.

If you are planning a broader automation strategy in HubSpot, you may also want to review your lifecycle stages, deal pipelines, and ticket statuses to ensure they align with the workflow goals.

How HubSpot Manual Enrollment Works

When you manually enroll a record into a workflow in HubSpot, the workflow will:

• Start running for that record from the first workflow action.
• Respect re-enrollment settings, if configured.
• Execute any delays, branches, and actions as defined at the time of enrollment.

Manual enrollment ignores automatic enrollment triggers. Instead, you explicitly select which records should enter the workflow, which is helpful for targeted campaigns, one-off corrections, or backfilling processes in HubSpot.

Manually Enroll One Record from a HubSpot Workflow

You can manually enroll a single object, such as a contact or deal, directly from within the workflow editor in HubSpot.

Steps to Enroll a Single Record in a HubSpot Workflow

1. In your HubSpot account, navigate to Automation > Workflows.
2. Locate and click the workflow you want to use.
3. In the workflow editor, review the existing actions and settings.
4. Click the Review or Enroll option, depending on your interface version.
5. Look for a section labeled Enroll, Test, or similar, then choose to enroll a specific record.
6. Search for the contact, company, deal, ticket, or custom object by name, email, or ID.
7. Select the record and confirm enrollment.

After confirmation, the record immediately enters the workflow and starts moving through its actions based on the schedule defined in HubSpot.

Manually Enroll from the HubSpot Record Page

You can also enroll an individual record into a workflow directly from its record page in HubSpot. This method is often faster when you are already viewing a specific contact, company, or deal.

Enroll a Contact, Company, Deal, Ticket, or Custom Object

1. In HubSpot, navigate to the object index you need (Contacts, Companies, Deals, Tickets, or custom objects).
2. Click the name of the record you want to enroll to open its record page.
3. On the right-hand sidebar, look for a section labeled Workflows or Automation.
4. Click View all workflows or Enroll in workflow (name may vary slightly).
5. Use the search bar to find the desired workflow in HubSpot.
6. Select the workflow, review any warnings or notes, and click Enroll to confirm.

This method keeps you in context while working within a single record and is especially helpful for sales and service teams using HubSpot on a daily basis.

Bulk Enroll Records into Workflows in HubSpot

For larger updates or campaigns, HubSpot lets you manually enroll multiple records at once from object index pages. Bulk enrollment is a powerful way to use workflows to update many records quickly.

Bulk Enroll from Object Index Pages

1. In your HubSpot account, open the index page for the object type you want to enroll (for example, Contacts).
2. Use filters or saved views to narrow down the list of records to those you want to include.
3. Select the checkboxes next to specific records, or select the top checkbox to choose all records on the page.
4. At the top of the table, click the More dropdown (the label may show as an overflow menu).
5. Choose Enroll in workflow.
6. Search for and select the appropriate workflow in HubSpot.
7. Review the confirmation message, including how many records will be enrolled.
8. Click Enroll to start the process.

Bulk enrollment is subject to the same workflow configuration and limits as individual enrollment, so always double-check which workflow you select and the exact list of records before you confirm.

Manually Enroll Lists into HubSpot Workflows

If you have a saved list of contacts, you can enroll the entire list at once. This is especially useful for marketing campaigns and data remediation projects in HubSpot.

Enroll Contacts from a Saved List

1. In HubSpot, go to Contacts > Lists.
2. Click the name of the saved list whose members you want to enroll.
3. At the top of the list view, click the More dropdown.
4. Select Enroll in workflow.
5. Search for the target workflow and select it.
6. Review how many list members will be enrolled.
7. Click Enroll to confirm.

HubSpot will start enrolling each contact in the list into the workflow. The timing may vary depending on list size and system load, but all members should enter the workflow as configured.

Reviewing and Managing Manually Enrolled Records in HubSpot

After manually enrolling records, you can monitor and manage their progress inside the workflow tool in HubSpot.

Check Enrollment Status

1. Navigate to Automation > Workflows and open your workflow.
2. Go to the Details or Performance tab.
3. Review counts for Active, Completed, and Failed enrollments.
4. Click into specific metrics to see which records are at each step.

This visibility helps ensure that your HubSpot workflow is behaving as expected and that manual enrollment is not causing unexpected automation.

Unenroll or Prevent Further Enrollment

In some cases, you may need to stop a record from moving through a workflow in HubSpot:

• Use workflow settings to disable re-enrollment if you do not want records to re-enter after completion.
• Manually unenroll specific records from the workflow’s enrollment history, when available.
• Turn the workflow Off if you need to pause all automation while you adjust logic.

Best Practices for Manual Enrollment in HubSpot

To keep your automation safe and predictable, consider the following best practices when manually enrolling records into workflows in HubSpot:

• Test first: Use internal contacts or dummy records to test a workflow before you bulk enroll real customers.
• Review actions: Double-check email sends, property updates, and branching logic to avoid unintended changes.
• Document usage: Note when and why you used manual enrollment so your team understands how certain records entered a workflow.
• Limit access: Ensure only trained users can manually enroll records into powerful operational workflows in HubSpot.

Additional Resources

For more technical details and interface-specific steps, refer to the official HubSpot knowledge base article on manual enrollment: Manually enroll objects into workflows.

If you need strategic help designing automation or organizing data before using manual enrollment, you can explore consulting services at Consultevo for broader HubSpot implementation support.

By following these steps and best practices, you can use manual enrollment to extend the power of workflows in HubSpot while maintaining control over exactly which records are affected.

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