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

  1. Visit the contact profile in HubSpot by searching for his/her email address
  2. Scroll down and look for the section “WORKFLOW MEMBERSHIPS”
  3. Click the drop down menu and select the KPI Survey
  4. Click “Enroll”
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