Use Hubspot CRM Cards to Enroll Records in Workflows

Hubspot offers a powerful way to enroll individual records in workflows directly from CRM record pages using workflow CRM cards. This approach gives you precise control over which contacts, companies, deals, quotes, and custom objects enter a specific automation without changing your existing enrollment triggers.

This how-to guide walks you through enabling workflow CRM cards, understanding how each card works, and enrolling records step by step.

What Are Hubspot Workflow CRM Cards?

Workflow CRM cards appear on the right side of record pages and let you manually enroll or review records for workflows that are relevant to that specific object type.

You can use workflow CRM cards to:

• Manually enroll a record in a workflow.
• See which workflows already contain that record.
• Review workflows where the record meets enrollment conditions, but is not yet enrolled.
• View workflows associated with the object type, even if the record does not qualify.

The workflows that appear in each card depend on:

• Workflow object type (contact, company, deal, quote, ticket, or custom object).
• Enrollment triggers and re-enrollment settings.
• Whether the record is currently enrolled, has been previously enrolled, or simply matches the conditions.

Where Hubspot Workflow CRM Cards Appear

Workflow CRM cards are available on records for supported object types. Depending on the card, you will see a list of workflows where the record is:

• Currently enrolled.
• Previously enrolled.
• Eligible to enroll based on triggers.
• Not eligible, because it does not meet enrollment criteria.

Cards are context-aware, so a contact record shows contact-based workflows, a deal record shows deal-based workflows, and so on.

Enable Workflow CRM Cards in Hubspot

Before you can use workflow cards on records, make sure they are enabled in your portal.

Step-by-Step: Turn On Hubspot Workflow CRM Cards

1. Log in to your account and navigate to Automation > Workflows.
2. Open any existing workflow or create a new one.
3. In the right sidebar settings for the workflow, look for the option to show the workflow on CRM record pages.
4. Turn the setting on so the workflow appears on relevant record cards.
5. Save or update the workflow.

Repeat these steps for each workflow you want to expose via CRM cards. Only workflows that are turned on and associated with the object type will display on records.

Hubspot Workflow Cards on Contact Records

Contact records have some of the most commonly used workflow CRM cards. You can use them to manually enroll contacts or see how they interact with your automation.

Types of Hubspot Workflow Cards on Contacts

• Enrolled Workflows: shows all contact-based workflows the contact is currently in, with status details.
• Eligible Workflows: lists workflows where the contact meets enrollment conditions but is not yet enrolled.
• Manual Enrollment: allows you to enroll the contact in workflows that permit manual enrollment, even if triggers are not met.

Enroll a Contact in a Workflow from the CRM Card

1. Open a contact record from your contacts index.
2. Locate the workflow CRM card in the right sidebar.
3. Click Enroll in workflow or the relevant button for the card you see.
4. In the panel that opens, select the workflow you want to use.
5. Review any warnings about existing enrollment or trigger conditions.
6. Click Enroll to confirm.

Once enrolled, the contact’s status updates instantly within the CRM card and in the workflow’s history.

Use Hubspot Workflow Cards on Companies, Deals, and More

Other object types work similarly to contacts, but show only workflows that match their specific type.

Company-Based Workflow Cards

On company records, you can:

• Enroll the company in company-based workflows that support manual enrollment.
• See which active workflows are currently processing that company.
• Review completed enrollment history for troubleshooting.

To enroll a company:

1. Open the company record.
2. Find the workflow CRM card.
3. Select the workflow and click Enroll.

Deal, Quote, Ticket, and Custom Object Workflow Cards

For deals, quotes, tickets, and custom objects, the process is the same:

• Open the record.
• Use the workflow card to view relevant workflows.
• Enroll the record, if allowed by the workflow settings.

This keeps automation tied directly to the lifecycle of each object type, while keeping your Hubspot workspace organized and transparent.

Control Enrollment Behavior with Hubspot Settings

The behavior of workflow CRM cards is governed by each workflow’s enrollment and re-enrollment settings. Understanding these options helps you avoid duplicate processing or unexpected automation.

Key Enrollment Options

• Automatic Enrollment Triggers: rules that add records automatically when conditions are met.
• Manual Enrollment: allows users to bypass triggers by enrolling records directly from workflow CRM cards.
• Re-enrollment: controls whether a record can enter the same workflow more than once.

When you attempt to enroll from the CRM card, Hubspot checks these rules and may display warnings if a record was previously enrolled, is currently active, or does not meet the trigger conditions.

Best Practices for Using Workflow CRM Cards in Hubspot

To keep your automation efficient and manageable, follow these best practices:

• Limit manual enrollment to clear, documented use cases, like one-time tasks or corrections.
• Name workflows clearly so users can recognize them on CRM cards.
• Use descriptions in workflows to explain when manual enrollment is appropriate.
• Regularly review workflows that appear most often on cards for optimization opportunities.
• Train your team on enrollment rules, especially re-enrollment limits.

Combining well-structured workflows with CRM cards helps you maintain a clean automation strategy while giving users flexibility on individual records.

Learn More About Hubspot Workflows

To dive deeper into how workflow CRM cards behave on different record types and see original documentation, review the official guide here: Enroll records in workflows using CRM cards.

If you want strategic help designing scalable automation, CRM architecture, and workflow governance, visit Consultevo for consulting services that complement your Hubspot setup.

By enabling and correctly using workflow CRM cards, you empower your team to make precise, record-level automation decisions directly inside the CRM, without constantly editing workflow enrollment triggers.

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