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How you can set workflow enrollment triggers in HubSpot

Workflow enrollment triggers are set to automatically enroll records into the workflow when they meet specific trigger criteria. Depending on the type of workflow, different enrollment triggers will be available.

By default, records are only enrolled in workflows the first time they meet the workflow enrollment triggers or are enrolled manually.

All workflow types

In all workflow types, you can use properties and activities for enrollment.

Property

Workflow enrolls contacts based on the property values of the record and any associated objects.

Different object properties will be available for enrollment triggers depending on the type of workflow you have selected.

Go to Automation > Workflows in your HubSpot account.
Click Create workflow in the upper right corner.
Select a record-based workflow.
In the workflow editor, click Set the enrollment trigger.
Decide which type of property you will enroll records by.
Then use the dropdown to select a specific property.
Depending on the property's field type, you'll have different filtering options.

Activity

Enroll records in a workflow based on activity. Activities include meetings, conversations, tasks, notes, one-to-one emails, and phone calls that have been logged to the record in HubSpot.

Go to Automation > Workflows in your HubSpot account.
Click Create workflow in the upper right corner.
Select any record based workflow.
In the workflow editor, click Set the enrollment trigger.
Click Activities properties in filter type.
Then select the property name and other filtering options.

Company, deal, quote, ticket, and custom object-based workflows only

Exclude/include objects with no data

While setting an enrollment trigger for a company, deal, quote, ticket, and custom object-based workflow and using a property, you'll see an additional filter option for excluding or including objects with no data. This filter option controls whether records with no value for a property will enroll in the workflow.

By default, Exclude objects with no data will be selected. Select the Include objects with no data option to enroll records in the workflow when they don't have a value for a property filter.

Go to Automation > Workflows in your HubSpot account.
Click Create workflow in the upper right corner.
Select a company, quote, deal, or custom-object based workflow.
In the workflow editor, click Set the enrollment trigger.
Select a filter type.
Then select the property name and other filtering options.

Line item

In deal-based workflows, you can enroll a deal based on its associated line items. This allows you to automate based on the products associated with a deal.

For example, you can set up your workflow to enroll based on a filter of Discount % is greater than 10. Any deals with an associated product that's been discounted more than 10% could then enroll in the workflow.

Go to Automation > Workflows in your HubSpot account.
Click Create workflow in the upper right corner.
Select deal based workflow.
In the workflow editor, click Set the enrollment trigger.
Select Line item in filter type.
Select the filter type Discount % (or any other filter).
Select is greater than (or any other filter) and enter the value in other filtering options.

Contact-based workflows only

Privacy consent

Enroll contacts with a specific cookie consent status. This value is obtained when a contact visits your website, and accepts, rejects, or revokes cookies through your cookie policy banner.

Go to Automation > Workflows in your HubSpot account.
Click Create workflow in the upper right corner.
Select contact based workflow.
In the workflow editor, click Set the enrollment trigger.
Select Contact properties in filter type.
Then scroll down and select Privacy consent.
Select Contact has completed with value/ Contact has not completed with value.
Select the condition from the dropdown.

List membership

Enroll contacts in a workflow when they are added into a specific list. When a contact meets the list's criteria, it will become a member of the list and subsequently enroll in the workflow.

Go to Automation > Workflows in your HubSpot account.
Click Create workflow in the upper right corner.
Select contact based workflow.
In the workflow editor, click Set the enrollment trigger.
Select List membership in filter type.
Select the name of the list in the dropdown and then is a member of a list.

Form submission

Enroll contacts in your workflow based on the forms visiotors submit. After selecting the Form submission trigger:

Go to Automation > Workflows in your HubSpot account.
Click Create workflow in the upper right corner.
Select contact based workflow.
In the workflow editor, click Set the enrollment trigger.
Select the Form submission filter.

1. Click the dropdown menu and select the form. This will enroll all contacts who have submitted that form. Select Any form submission to enroll contacts that submit any form.
2. Next, click the dropdown and select a specific page. This will filter out all those contacts who submitted the specific form on that particular page. Select Any page if there is no particular page.
3. Next, you can refine the submissions by date or by the number of times a contact submitted to the form. (Optional)

Marketing email activity

Enroll contacts in a workflow based on their marketing email activity.

Go to Automation > Workflows in your HubSpot account.
Click Create workflow in the upper right corner.
Select contact based workflow.
In the workflow editor, click Set the enrollment trigger.
Select a Marketing emails.
Click the dropdown, then select a marketing email, and then select other filters.

Email subscription

Enroll contacts in a workflow based on the status of their email subscriptions. After selecting an email subscription status, click the dropdown, and select a subscription.

Go to Automation > Workflows in your HubSpot account.
Click Create workflow in the upper right corner.
Select contact based workflow.
In the workflow editor, click Set the enrollment trigger.
Select Email subscribtions.
Click the dropdown menu and select a subscription.

Import

In this, contacts will be enrolled based on the import they were part of when they were added to HubSpot.

Go to Automation > Workflows in your HubSpot account.
Click Create workflow in the upper right corner.
Select contact based workflow.
In the workflow editor, click Set the enrollment trigger.
Select Imports.
Click the dropdown menu and select a particular import file.

Page view

Enroll contacts in a workflow based on a specific page view.

Go to Automation > Workflows in your HubSpot account.
Click Create workflow in the upper right corner.
Select contact based workflow.
In the workflow editor, click Set the enrollment trigger.
Select Page views.
Click the dropdown menu and select a particular option.
Next, paste the URL of the page accordingly.

Behavioral events

Contacts are enrolled on the basis of who completed or did not complete an event, and refine this by date or number of times. Events included are clicked element events, visited URL events, submitted form events, and custom events.

Go to Automation > Workflows in your HubSpot account.
Click Create workflow in the upper right corner.
Select contact based workflow.
In the workflow editor, click Set the enrollment trigger.
Select Behavioral events.
Search for the event name and select the same.
Further, select the filter options and refine filter (optional).

Workflow status

Enroll your contacts based on their workflow status. This enables you to enroll contacts who are active in the workflow, completed the workflow, met the workflow goal, and more.

Go to Automation > Workflows in your HubSpot account.
Click Create workflow in the upper right corner.
Select contact based workflow.
In the workflow editor, click Set the enrollment trigger.
Select Workflows.
Search the workflow name and select the same.
Further, select the filter options.

Call-to-Action

Enroll contacts if they have seen, not seen, clicked, or not clicked on a specific call-to-action, then refine by date or number of times.

Go to Automation > Workflows in your HubSpot account.
Click Create workflow in the upper right corner.
Select contact based workflow.
In the workflow editor, click Set the enrollment trigger.
Select call-to-action.
Search the call-to-action name and select the same.
Further, select the filter options.

AdWords, Facebook Ad, or LinkedIn Ad property

Enroll contacts based on the corresponding AdWords, Facebook Ad, and LinkedIn Ad properties if you are using HubSpot's ad tool.

Go to Automation > Workflows in your HubSpot account.
Click Create workflow in the upper right corner.
Select contact based workflow.
In the workflow editor, click Set the enrollment trigger.
Select Ad interactions.
Search the filter name and select the same.