Was able to enroll non-marketing contact in a workflow
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Sorry if this seems like a dumb question but I'm starting to roll out our Salesforce/Hubspot integration to my company and I just had a sales guy enroll a non-marketing contact into a workflow.
The flow doesnt kick off until tomorrow so maybe it will fail out then but is there a reason you can enroll non marketing contacts into workflows to begin with?
Workflows do not check whether a contact is a marketing contact or not * – after all, a workflow might not be sending any marketing communication. The workflow could also update property values.
However, if that workflow contains marketing emails and your contact is a marketing contact, HubSpot should not execute the send. You will either see this in the history of workflow actions or on the contact record.
* You can of course simply adjust your enrollment trigger to only let in contacts who are marketing contacts.
Does that answer your question?
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Can you please explain, what is the purpose of this workflow of yours? The marketing and non-marketing contacts concept will be considered here only if you are sending marketing emails or emails after form submission.
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution. Thanks and Regards.
Workflows do not check whether a contact is a marketing contact or not * – after all, a workflow might not be sending any marketing communication. The workflow could also update property values.
However, if that workflow contains marketing emails and your contact is a marketing contact, HubSpot should not execute the send. You will either see this in the history of workflow actions or on the contact record.
* You can of course simply adjust your enrollment trigger to only let in contacts who are marketing contacts.
Does that answer your question?
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer