On the left side of any object (contact/company/deal…) view, there’s the activity buttons, such as Create a Note, Create an Email, Enroll in a Sequence.
However, “Enroll in a Workflow” is missing.
It would be handy to have this “Enroll in a Workflow” button - to make it faster to add contacts to specific workflows.
I know it’s possible to do so via the Worfklows Membership > Manage, but that’s a bit more laborious and makes you leave the Contact page.
Hey @glebs , we can easily build this with a small integration and CRM card. Please let me know if you’d like to discuss.
Hi @glebs ! My name is Pukhraj and I’m a PM on the Automation team at Hubspot. We actually have a feature that provides this functionality: Enroll in Workflow CRM Card. That should allow you and your reps to easily enroll into the Workflows for not just Contacts, but any Object right from the record page! Let me know if you have any questions. Happy to chat more!
Please see the Enroll in Workflow CRM Card!