# Automatic Enrollment

**URL:** <https://community.hubspot.com/t/automatic-enrollment/144299>\
**Category:** CRM\
**Tags:** workflows, crm\
**Created:** [December 22, 2025, 12:27pm UTC](https://community.hubspot.com/t/automatic-enrollment/144299 "2025-12-22T12:27:04Z")\
**Posts on this page:** 17\
**Page:** 1

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**Author:** ![AKumar803](https://avatars.discourse-cdn.com/v4/letter/a/e480ec/32.png) [@AKumar803](https://community.hubspot.com/u/AKumar803)\
**Post date:** [December 22, 2025, 12:27pm UTC](https://community.hubspot.com/t/automatic-enrollment/144299/1 "2025-12-22T12:27:04Z")

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Hi Hubspot team,  
I have an issue, I have made a workflow working fine and triggering for exisitng conatcts as I have on re enrollment on based of certian criteria, for exisitng contacts it is working fine.  
but for new uploaded conatcts, when I change their field to trigger workflow, it is not triggering.

 ![AKumar803_0-1766406204786.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/f/1/f1036bdfaf187fa1ca71f9736d4053aed8c19fac.png)

 ![AKumar803_1-1766406255553.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/a/6/a6a69630acb3914b9efa71abb3807797e4c89e36.png)

For new contacts added in contacts CRM and after that changing their field workflow is not triggering.

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<div class="post-metadata">

**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [December 22, 2025, 12:53pm UTC](https://community.hubspot.com/t/automatic-enrollment/144299/2 "2025-12-22T12:53:10Z")

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Hi @AKumar803,

Which value exactly did the contacts for whom this is not working have before and which value do they have now?

Keep in mind that contacts which have “Run now” as value for “Start TIN Verification” will not re-enroll if you import them with the value “Run now”. The value has stayed the same, so now re-enrollment can happen.

Re-enrollment would only trigger if the value was something else in between.

If that is not answering your question, please click into the enrollment criteria box, then use the “Test contact” button in the left sidebar for a contact which you expect to enroll but who doesn’t, then share a screenshot here.

Please also make sure that the contacts did actually not enroll by looking at the workflow details page / action log: [Understand your workflow details page](https://knowledge.hubspot.com/workflows/understand-your-workflow-details-page)

They might have enrolled but the workflow action might not have executed in the way you expected to, leading you to think they weren’t enrolled to begin with.

Best regards

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<div class="post-metadata">

**Author:** ![AKumar803](https://avatars.discourse-cdn.com/v4/letter/a/e480ec/32.png) [@AKumar803](https://community.hubspot.com/u/AKumar803)\
**Post date:** [December 22, 2025, 1:10pm UTC](https://community.hubspot.com/t/automatic-enrollment/144299/3 "2025-12-22T13:10:24Z")

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See, I am creating or uploading conatcts data and start verification field is empty, then I manually change it to run now, then it should trigger workflow, but it is not triggering for new contacts.

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<div class="post-metadata">

**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [December 22, 2025, 1:11pm UTC](https://community.hubspot.com/t/automatic-enrollment/144299/4 "2025-12-22T13:11:49Z")

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@AKumar803

Is the workflow turned on? (top right corner)

Have you followed my instructions from my previous reply?

- Test contact against enrollment criteria
- Check workflow actions log
- Check workflow enrollment history

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<div class="post-metadata">

**Author:** ![AKumar803](https://avatars.discourse-cdn.com/v4/letter/a/e480ec/32.png) [@AKumar803](https://community.hubspot.com/u/AKumar803)\
**Post date:** [December 22, 2025, 1:14pm UTC](https://community.hubspot.com/t/automatic-enrollment/144299/5 "2025-12-22T13:14:05Z")

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Workflow is active and working for old conatcts when I turned on re enrollment from workflow settings and save with

 ![AKumar803_0-1766409214104.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/3/9/39e4e8a009cbb30bb11257e588ab310c3d907560.png)

But for new conatcts added not working, many times I have changed the field to run now from different field, but not working.

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<div class="post-metadata">

**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [December 22, 2025, 1:15pm UTC](https://community.hubspot.com/t/automatic-enrollment/144299/6 "2025-12-22T13:15:25Z")

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@AKumar803 I’ll ask one last time and then I’ll give up.

Have you followed my instructions from my previous reply?

- Test contact against enrollment criteria
- Check workflow actions log
- Check workflow enrollment history

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<div class="post-metadata">

**Author:** ![AKumar803](https://avatars.discourse-cdn.com/v4/letter/a/e480ec/32.png) [@AKumar803](https://community.hubspot.com/u/AKumar803)\
**Post date:** [December 22, 2025, 1:25pm UTC](https://community.hubspot.com/t/automatic-enrollment/144299/7 "2025-12-22T13:25:52Z")

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![AKumar803_0-1766409567124.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/a/c/acbc9662367b1c53fd52a9e3f75f6f4225859314.png)

This is contact that I have created and its start tin verification field is empty for now. Then I want to manually change it to run now to trigger workflow.

 ![AKumar803_1-1766409920488.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/f/f/ff3c4d73ff3cff86782a59f64e57dc67acf4d860.png)

In Action logs for the newly created contact nothing is there.

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<div class="post-metadata">

**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [December 22, 2025, 1:27pm UTC](https://community.hubspot.com/t/automatic-enrollment/144299/8 "2025-12-22T13:27:24Z")

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@AKumar803 what you’re showing is to be expected - the contact does not meet the enrollment criteria.

Please pick a contact that, in your eyes, meets the enrollment criteria and provide the same screenshots.

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<div class="post-metadata">

**Author:** ![AKumar803](https://avatars.discourse-cdn.com/v4/letter/a/e480ec/32.png) [@AKumar803](https://community.hubspot.com/u/AKumar803)\
**Post date:** [December 22, 2025, 1:31pm UTC](https://community.hubspot.com/t/automatic-enrollment/144299/9 "2025-12-22T13:31:51Z")

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![AKumar803_0-1766410273122.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/c/b/cbcf9ad05273656c647166946b62832e9c17af16.png)

I changed a contact’s field to run now and got this.  
But remember when I am doing in conatcts CRM workflow not triggering.

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<div class="post-metadata">

**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [December 22, 2025, 1:33pm UTC](https://community.hubspot.com/t/automatic-enrollment/144299/10 "2025-12-22T13:33:33Z")

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@AKumar803 so is this contact from your last screenshot enrolling or are they not?

> * * *
> 
> @AKumar803 wrote:
> 
> But remember when I am doing in conatcts CRM workflow not triggering.
> 
> * * *

What does that mean? What are you referring to when you say “conatcts CRM workflow”? Can you please share a screenshot?

From what I see, your workflow seems correctly configured and should work fine. Your screenshots suggest the same.

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<div class="post-metadata">

**Author:** ![AKumar803](https://avatars.discourse-cdn.com/v4/letter/a/e480ec/32.png) [@AKumar803](https://community.hubspot.com/u/AKumar803)\
**Post date:** [December 22, 2025, 1:36pm UTC](https://community.hubspot.com/t/automatic-enrollment/144299/11 "2025-12-22T13:36:31Z")

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![AKumar803_0-1766410564040.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/d/c/dcce8b99411a8edb6450379effb76b42f95bf012.png)

This is the Contacts section.

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<div class="post-metadata">

**Author:** ![AKumar803](https://avatars.discourse-cdn.com/v4/letter/a/e480ec/32.png) [@AKumar803](https://community.hubspot.com/u/AKumar803)\
**Post date:** [December 22, 2025, 1:35pm UTC](https://community.hubspot.com/t/automatic-enrollment/144299/12 "2025-12-22T13:35:15Z")

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![AKumar803_0-1766410564040.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/d/c/dcce8b99411a8edb6450379effb76b42f95bf012.png)

This is the contacts section.

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<div class="post-metadata">

**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [December 22, 2025, 1:38pm UTC](https://community.hubspot.com/t/automatic-enrollment/144299/13 "2025-12-22T13:38:12Z")

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@AKumar803 that is the contact index page - thank you for sharing that screenshot.

For a contact you’re setting to “Run now” on the contact index page, please also share a screenshot of the “Test contact” feature in the workflow enrollment criteria.

If this is for some reason not working from the index page the most likely reason is that you’re not waiting for the value to save or that you’re not confirming the save.

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<div class="post-metadata">

**Author:** ![AKumar803](https://avatars.discourse-cdn.com/v4/letter/a/e480ec/32.png) [@AKumar803](https://community.hubspot.com/u/AKumar803)\
**Post date:** [December 22, 2025, 1:44pm UTC](https://community.hubspot.com/t/automatic-enrollment/144299/14 "2025-12-22T13:44:49Z")

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![AKumar803_0-1766411004273.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/1/4/144c4af7e62bdd289fba17f577b26de7b2c41b98.png)

Please understand my problem.  
My client has said, he wants to upload conatcts, initially tin verification value will be empty, then he will manually change it to run now which will trigger workflow and custom code in it.

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<div class="post-metadata">

**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [December 22, 2025, 1:46pm UTC](https://community.hubspot.com/t/automatic-enrollment/144299/15 "2025-12-22T13:46:58Z")

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@AKumar803 I understand your problem, you please need to follow my instructions. If you don’t, I cannot help you.

Assuming that this is a record that you just edited on the contact index page, it is meeting the enrollment criteria just fine.

If you think the contact did not enroll, please check the actions log / enrollment history to verify that. If they did in fact enroll, then everything is great.

If they didn’t, despite meeting the enrollment criteria, you should reach out to HubSpot support in-app via chat or email.

From what I can tell, everything is working as expected.

If it isn’t, please provide a step by step explanation why it is not.

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<div class="post-metadata">

**Author:** ![AKumar803](https://avatars.discourse-cdn.com/v4/letter/a/e480ec/32.png) [@AKumar803](https://community.hubspot.com/u/AKumar803)\
**Post date:** [December 22, 2025, 1:52pm UTC](https://community.hubspot.com/t/automatic-enrollment/144299/16 "2025-12-22T13:52:26Z")

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Okay karsten, I will get back to you tomorrow  
Thanks.

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<div class="post-metadata">

**Author:** ![AKumar803](https://avatars.discourse-cdn.com/v4/letter/a/e480ec/32.png) [@AKumar803](https://community.hubspot.com/u/AKumar803)\
**Post date:** [December 23, 2025, 3:11am UTC](https://community.hubspot.com/t/automatic-enrollment/144299/17 "2025-12-23T03:11:56Z")

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Hi karsten, upon debugging I found that there was a minor mistake in my custom code, I found it through action logs. The issue is now solved.  
thanks
