{"id":151533,"date":"2016-07-29T17:44:39","date_gmt":"2016-07-29T17:44:39","guid":{"rendered":"https:\/\/mikedrizzo.com\/?p=151533"},"modified":"2016-07-29T17:44:39","modified_gmt":"2016-07-29T17:44:39","slug":"how-to-enroll-contacts-in-a-hubspot-workflow","status":"publish","type":"post","link":"https:\/\/mikedrizzo.com\/2016\/07\/29\/how-to-enroll-contacts-in-a-hubspot-workflow\/","title":{"rendered":"How To Enroll Contacts In A HubSpot Workflow"},"content":{"rendered":"
Sometimes you’re working with a single contact record and you need to put them through some kind of workflow.<\/div>\n
<\/div>\n
There are plenty of ways to enroll contacts into HubSpot workflows (Pro & Enterprise plan only<\/a>), but here is a quick lesson on adding contacts to workflows from the new contact layout.<\/div>\n
<\/div>\n

How To Enroll A Contact\u00a0In A HubSpot Workflow<\/b><\/h3>\n
    \n
  1. Visit the\u00a0contact profile in HubSpot by searching\u00a0for his\/her email address<\/li>\n
  2. Scroll down and look for the section “WORKFLOW MEMBERSHIPS”<\/b><\/li>\n
  3. Click the drop down menu and select the KPI Survey<\/li>\n
  4. Click “Enroll”<\/li>\n<\/ol>\n
    <\/div>\n
    \"Inline<\/div>\n","protected":false},"excerpt":{"rendered":"

    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…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"aside","meta":{"_post_style":"","_post_layout":"","_cover_image":0},"categories":[2,3],"tags":[21,24,29,33],"featured_image_url":false,"post_content":"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\u00a0In A HubSpot Workflow Visit the\u00a0contact profile in HubSpot by searching\u00a0for 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”","category":"General HubSpot Help, General HubSpot Tips & Tricks","category_link":["https:\/\/mikedrizzo.com\/category\/general-hubspot-help\/","https:\/\/mikedrizzo.com\/category\/general-hubspot-tips-tricks\/"],"author_info":{"name":"mrizzo","url":"https:\/\/mikedrizzo.com\/author\/mrizzo\/","imageUrl":"https:\/\/secure.gravatar.com\/avatar\/fd7aaedeb11b2377b689a0ea8b44edf8?s=96&d=mm&r=g"},"date_info":"July 29, 2016","time_ago_info":"8 years ago","featured_image_urls":false,"post_excerpt_frontgb":"

    Sometimes you’re working with a single contact record and you need to put them through some kind of workflow.<\/div>\n
    <\/div>\n
    There are plenty of ways to enroll contacts into HubSpot workflows (Pro & Enterprise plan only<\/a>), but here is a quick lesson on adding contacts to workflows from the new contact layout.<\/div>\n
    <\/div>\n

    How To Enroll A Contact\u00a0In A HubSpot Workflow<\/b><\/h3>\n
      \n
    1. Visit the\u00a0contact profile in HubSpot by searching\u00a0for his\/her email address<\/li>\n
    2. Scroll down and look for the section “WORKFLOW MEMBERSHIPS”<\/b><\/li>\n
    3. Click the drop down menu and select the KPI Survey<\/li>\n
    4. Click “Enroll”<\/li>\n<\/ol>\n
      <\/div>\n
      \"Inline<\/div>\n","category_list":"General HubSpot Help<\/a>, General HubSpot Tips & Tricks<\/a>","comments_num":"0 comments","jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/mikedrizzo.com\/wp-json\/wp\/v2\/posts\/151533"}],"collection":[{"href":"https:\/\/mikedrizzo.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mikedrizzo.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/mikedrizzo.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/mikedrizzo.com\/wp-json\/wp\/v2\/comments?post=151533"}],"version-history":[{"count":0,"href":"https:\/\/mikedrizzo.com\/wp-json\/wp\/v2\/posts\/151533\/revisions"}],"wp:attachment":[{"href":"https:\/\/mikedrizzo.com\/wp-json\/wp\/v2\/media?parent=151533"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mikedrizzo.com\/wp-json\/wp\/v2\/categories?post=151533"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mikedrizzo.com\/wp-json\/wp\/v2\/tags?post=151533"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}