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HubSpot Hack: Skip Workflow Triggers - Manual Enrolment Made Easy

This hack shows you how to manually enrol contacts, deals, or companies into a HubSpot workflow even when they don't meet the standard enrolment triggers. Instead of cloning workflows or editing triggers, you can use the "Enrol" button to add specific records through custom filters, lists, or individual selection.

Why this hack is useful:

  • Saves time: No need to duplicate workflows or modify triggers for one-off enrolments
  • Handles edge cases: Perfect for importing contacts from events or trade shows who don't match your standard criteria but still need the nurture sequence
  • Maintains workflow integrity: The original workflow keeps running normally while you selectively add specific contacts
  • Flexible enrolment options: Enrol by custom filters, existing lists, or even individual contacts manually
  • Ideal for one-time scenarios: Great for special situations where contacts should receive a workflow without permanently changing your enrolment criteria

 

By Shalini Chowdhury