Enrolling contacts at specific places in a workflow

HubSpot Ideas
32

I created a pretty simple workaround for this issue, and I think it would be helpful for anyone else coming across this post looking to move an object to a specific step in a workflow. Here is a loom video of my process:

Here are the brief steps as well:

  1. Copy the object’s Record ID (from the URL or the Record ID property on the object) of the record you working with (Company, Deal, Contact, etc.)
  2. Go to the workflow for which you want to send this object
  3. Add a Branch step directly after the enrollment trigger
  4. Move all steps of the workflow to the “If none of the criteria are met” branch
  5. Create a filter on the first branch for ‘Record ID is equal to’ and paste the object’s record ID
    • I name this first branch “Shortcut” and the “if none” branch “No Shortcut”
  6. Save the branch step
  7. Put a Go to action step as the first step of the “Shortcut” branch
  8. Select the step in the workflow that you want the object to skip to

Now, when you enroll the object into the workflow, the workflow enrollment filter criteria will recognize the object’s Record ID, send it down the “Shortcut” branch, and place it in the step that you want to skip it to.

When you are done with the enrollment, you can delete the Go to action step and leave the shortcut branch there. All other enrollments will not match the branch filter criteria and will simply go down the “No Shortcut” branch as normal.

Hope this helps!