hubspot manually enroll in workflow. Here's an example of such a workflow: Enroll all companies where Name is known, copy company Name into contact property Company name field of all associated contacts. hubspot manually enroll in workflow

 
 Here's an example of such a workflow: Enroll all companies where Name is known, copy company Name into contact property Company name field of all associated contactshubspot manually enroll in workflow  Click the name of the contact to enroll

What happens currently is that contacts are enrolled in the workflow, regardless of their DOI status, which results in the marketing emails not being delivered. This is expected behavior. Vs. Valitse oikeassa yläkulmassa Enroll in workflow. Obvious downside to this is the lack of. Thank you for the assistance so far! I'll keep working at it and provide an update if I find a solution. Workflows, on the other hand, are designed for. HubSpot's sales sequence tool is a valuable way to make prospecting more efficient and effective for your sales team. 1. But yes, the domain is set up for Hubspot to use. Set your action to send the email to the contact. Add the ability to remove a contact from a workflow if contact responds to an email. When using the contents of an auto-populated field, like IP Country, in a workflow, I always include and additional 'is known' check, as I too have been burned by empty fields just after contacts have been created. I have a workflow to segment my audience in personas. If that's the case, you'd also enable re-enrollment as shown in my screenshot. HOWEVER, time does not stop once you turn off a Workflow. Delete the branch to put everything back where they belogn. HubSpot Rep. Is it possible when creating a workflow through the api, to enable it and enroll existing contacts in the list at the same time. Keeping track of people's actions and your response manually would be a tedious job. You could use a workflow to enroll contacts who click the Cancellation CTA and then set the workflow to send an internal email to yourself containing personalization tokens of the the contacts. First, it looks like my goal criteria was keeping my users from re-enrolling. Out of the box, without custom development, workflows do not have any cap / throttling features. The workflow is not turned on. We use workflows extensively for the sales team as a way for them to add data. You can also take action on associated records. Currently, contacts must be manually re-enrolled in a workflow if the enrollment criteria includes a deal property (specifically, deal stage). I would love to see this updated to include the list option as well. They will remove the contact from the same workflow. Step 1: Establish your workflow enrollment triggers and map out your desired steps. In this guide, let’s explore seven must-have HubSpot workflow examples that streamline your sales process, improve communication between your sales reps, and. In the right panel, select the when an event occurs. 4. We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Making sure the new leads coming into your CRM are identified with a lead status can be useful in other workflows where your sales and marketing teams may pass leads back and forth for nurturing or follow-ups. We use cookies to make HubSpot's community a better place. In the workflow editor, click Set up triggers. Once the actions are executed, they're executed. I have created the properties & set up the workflows and it seems to work. To find the new data, navigate to Contacts > Workflows, and click into any of your active workflows. Use the workflows tool to take your automation to the next level. This morning I see everyone went through the workflow. Until Hubspot builds a way to sequentially step objects through a workflow, I don't think it will be possible. Set enrollment criteria to enroll specific records or manually enroll your contacts. Since there's one set of enrollment criteria for the overall workflow, you won't be able to. So if we apply your suggested 5 min or similar delay to the relevant workflows and then our initial workflow has a 1 min delay and has the steps. e. Never came across such an issue. Now I need to fill in some of the properties manually. . . Depending on what the other steps are and what the goals are, contacts can drop out at various stages but without seeing the whole workflow and your workflow settings, it's hard to say where exectly the problem. If you're reading this article, chances are you know how. I know I could manually enroll contacts by creating a list, but my enrollment criteria is very complicated, and I have several workflows that need to be adjusted – this would be a tedious workaround. If HubSpot allows users to trigger a workflow every time someone sends an. BUT I always have to manually enroll the deals into the workflow (by shutting it off and turning it on again, even though re-enrollment is turned on), because workflows do not get triggered by line items. There it can be accomplished with a contact-based workflow. You can access the sequence ID by look at the sequence URL:. Set event enrollment triggers. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). How to create a HubSpot workflow from scratch. After creating your workflow and setting enrollment triggers, choose actions to add to your workflow . Click the name of your workflow. This one might seem obvious, but we’ve all been. . . If you want contacts to re-enroll if the leave and re-enter the list, click into the tab re-enrollment (see screenshot above) and click the checkbox for the list. WF: waiting for event #1. Depending on which records you'd like to update Lifecycle stage for, in the left panel, select Contact-based or Company-based. This workflow should be able to trigger another workflow and based on the result and passed request object select required email template, substitute values and send an email. These. Enroll from a contact record In your HubSpot account, navigate to Contacts > Contacts. We use cookies to make HubSpot's community a better place. As of today, more people have been traveling through the workflow and receiving the. " Click "and" to select the same workflow, then select "has not met the goal. We use cookies to make HubSpot's community a better place. . It was supposed to go out to all 800. Hello, We have a workflow that we sometimes need to modify (eg: the values of the properties that will be set by this workflow will vary every 3 months). I noticed the Deal Score would not change when I update any of those properties unless I manually enroll a deal itself (even if it met the trigger via the test algorithm). To be able to clone a branch and use it on a separate branch, especially I'm using the same parameters/conditions, it can save so much time by allowing copying and pasting, instead of building the branch from the start of adding time delay and adding conditions and actions afterwards. - That ticket contains custom fields to add the value that is. com How to test your workflow Learn how to test your HubSpot Workflow to ensure that your actions will execute as desired. g. If so, I call an API which redistribute contacts in others classics worflows with manual re-enrollment. To learn more, and. In theory, this could. In your HubSpot account, navigate to Automation > Workflows. Or, learn how to create a new workflow. Enrollment triggers are your defined benchmarks that enroll records in the workflow automatically. I know it is possible to switch on the workflow manually in the Hubspot app and select the option to include existing contacts that meet the criteria i. To enroll from the sequence tool: In your HubSpot account, navigate to Automation > Sequences. Solved: Hi! Anyone knows a way to enroll a contact in an advanced WF stage? (not from the beginning) Thanks! Clone your workflow. Once you switch this workflow on, HubSpot would enroll all deals that are associated with at least one contact that matches these criteria. hacky. New option for you to test: Try an enrollment criteria of "If [your custom property] is known" this will trigger when the property changes. To learn more, and to see a full list of cookies we use, check out ourJust use a form submission as the starting criteria for the workflow and then create a new Deal and populate the Deal properties with the properties from the form submission. The last step will be to set the checkbox back to “No. There should be an option or workaround to manually enroll the records in bulk. Re-enrollment triggers are not applicable with a scheduled workflow, as all records that meet the enrollment criteria. If I enroll them, they will have to go through the delay, alt. You just finished building your workflow with the enrollment criteria and actions you want. My solution was to add a property to HubSpot and then add it to the Workflow Enrollment Criteria. I will advise you to log out from the acc and log in again, try creating wf only after some time. 1. @Saravanan90 workflows cannot be enabled in a test (or trial) portal, but you can still manually enroll a contact using the test workflow feature. When meeting certain criteria in workflow A, contact is. Sep 5, 2018 11:40 AM. Plan to send 3 emails asking for feedback 2 days between each. Example: Create a single checklist property called "XYZ Import" Add XYZ Import is any of Yes to the enrollment criter. Some possible options: It sounds like you might be enrolling deals based on an automatic enrollment trigger set up in the workflow, so you could instead remove the trigger and manually enroll contacts. Suppose you're using HubSpot Workflows. In fairness, HubSpot has improved one aspect of this situation since my original cry for help. I see that creating a record from a workflow allows associations to be set for enrolling objects (see below), but we would like to be able to set associations for already existing objects. An 'Enroll in sequence' action and an `Unenroll from sequence` action. . Example: A user on our website starts to fill in a form -> Adds them to a workflow -> they then get added to a list Thank youOnce the workflow is live, new contacts would enroll when they're added manually to the static list. In the right panel, select an action. The contacts will enroll into the workflow, depending on if that option the enroll existing contacts is on or not. Is it possibile to set a specific set of time to enroll a workflow? For example, workflow start only on the weekend or on monday and thursday. hubspot. 2. Set enrollment criteria to enroll specific records or manually enroll your contacts. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Step 1: Choose your workflow’s object and type. Have you checked via the Test button (upper right in the workflow editor) whether the records would enroll? Also, when you click Details in the top left of the editor and then into the Enrollment history tab, is the record listed here? (Use the Select a [record] dropdown to find your record. It would be perfecto to have the "stage enrollment" option from the contact or list, but this solution es. Discussions. Contacts who are manually enrolled in workflows do not have to meet the starting conditions to be enrolled. One quick workaround for a once off enrollment would be to create a static list of the contacts you want to enroll, then set an OR on. . When following. We use cookies to make HubSpot's community a better place. (Add enrollment triggers > List membership > select list) Action 1: Specify a date the workflow is centered on. . From the left navigation bar, go to Orchestration > Automations. Exampl. For contact-based workflows, you have the option to enroll records manually one by one and through a list. If you only want to enroll contacts manually, leave the enrollment trigger box blank. Manually relaunch a workflow. This workflow will clear the close date property as soon as you click "Create deal" at the bottom of the creation form, or as soon as another process creates a deal. Email 1 - "Hey we want to get some feedback on x" Contact Response - "I'm not the right person to ask" Unless I personally un-enroll the user, they will get the second and third email. It would be great to have this feature - Thanks! We use cookies to make HubSpot's community a better place. Thanks for the tip to change my workflow to manual enrollment because now it isn't necessary to unenroll the contact from the workflow at all. Important when a contact response might warrant a different email subject or removal entirely. Obviously, there are a lot of ways this could go wrong. It should be possible to manually send an email if it is saved for an automation or a simple workflow. It is much like sequences with the added ability to measure response, click through and open rate. En el panel izquierdo, elige si deseas iniciar tu Workflow desde cero o utilizando una plantilla. when i first turned this on, i put every day at 3 am. Hi @A_Walters,. Simply deleting my goal allowed users to enroll again. No auto-enrollment but simply a manual enrollment should be able to get the previously merged contact into the workflow when desirable (determined by a human in other words). So far so good. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. Set up the trigger, then click Apply filter. An 'Enroll in sequence' action and an `Unenroll from sequence` action. If you've already registered, sign. Jun. We use cookies to make HubSpot's community a better place. Gotta love it. Enrollment Triggers . . Manually re-enrolled records do not need to meet the initial enrollment triggers to enroll. A contact from my database registered for an. In the upper right, click enrEnroll. And yes, I made sure the re-enrollment settings were set. Choose "POST" as the HTTP method and click the checkmark icon/button. . If you are trying to set up a welcome email or some kind of follow-up to a form, you should be able to set that up as a part of the form (in "follow-up. . 3. Servers cost. I think my problem here is that many deals are enrolling at the same time, and there's no way for me to sequentially process them several seconds apart to avoid hitting the 4 per second search API limit. You must be a registered user to add a comment. Mistake #1: Incorrectly Using Goals. Visual Editing. Step 2: Setting your workflow’s enrollment triggers. Understanding HubSpot Workflows. Ok, but that sounds like the solution then. If a contact that you expect to enroll in your workflow is not being enrolled, here are common reasons why. Without emails, accomplishing various tasks isn’t possible. Now, we’ll set up workflow B. Hi , Can you please share a screenshot of the entire re-enrollment settings? Simply enabling re-enrollment doesn't mean that re-enrollment will be triggered by the form submission, just that it is generally allowed. In the left panel, select Branch. Inbound marketing can be tricky, especially when you're not using any software to help you. To enroll a list of contacts. I'd like to enroll those customers into a automated workflow to We use cookies to make HubSpot's community a better place. Knowledge base articles , covering everything from setting. My solution was to add a property to HubSpot and then add it to the Workflow Enrollment Criteria. Hi Channing From your last paragraph it could be you have some criteria that's cancelling out the requirements of the Workflow – It's difficult to. Use sequences properties and activity as Contact filters in List and Workflows. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Thanks for bringing this back up. Change all delays to five minutes. The inability to automatically re-enroll is very limiting, as we want our processes to work as seamlessly for repeat customers as they do for new customers. To learn more, and to see a full list of cookies we use, check out. We use cookies to make HubSpot's community a better place. An 'Enroll in sequence' action and an `Unenroll from sequence` action. Event triggers can't work retrospectively, you can however simply use the traditional trigger of filter > marketing emails > clicked link or CTA click depending on if you used CTAs or buttons in the email, which. Websites. Step 3: Adding your workflow’s actions. On the left in the actions panel, under External communication select either Enroll in a sequence or Unenroll from sequence. To set up your list criteria and add records to existing lists, learn how to determine criteria or. This How to Use HubSpot with Tim will walk you through bulk enrolling prospects into sequences. I have the iframe syncing in Salesforce. Oct 22, 2021 3:56 PM. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. g. Set an action to manually enroll into Workflow A. Un-enroll from HubSpot Workflow. wrote: When using the contents of an auto-populated field, like IP Country, in a workflow, I always include and additional 'is known' check, as I too. Commenting here as I had a similar case with a customer: From checking in with our product team, we confirmed that there isn't a way of staggering workflow enrollments at the moment (i. HubSpot offers two unique ways to automate emails, streamlining your email marketing and sales campaigns. Workflows. " Click "and" one more time to select "has completed workflow. In the upper right of the tab, use the search bar to search for the record. And no, unfortunately there's no way to reverse workflow enrollment. It should be possible to manually send an email if it is saved for an automation or a simple workflow. However, I also needed to add my enrollment criteria to the workflow itself to achieve that result. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Can you send me your App ID, and the HubID of the account you're doing your automation through workflows in? If you just need to re-enroll you contacts into the workflow each time a timeline event is created in HubSpot, you should simply be able to. Sequence Enrollment Limit via Workflow. We use cookies to make HubSpot's community a better place. they are already a member of the list, but I can't find an option. Also, the trigger of the workflow is based on properties' values that won't changed, but some conditions inside the worflow depend on properties whose. Step 2: Setting your workflow’s enrollment triggers. You can also use workflow actions from. In your HubSpot account, navigate to Automation > Workflows. Your best option is usually to build a contact-based list that contains contacts which were enrolled in the workflow but not successfully sent the email. It looks like you're working a company-based workflow which has an action to update the property value of an associated record. below your "Add to middle" branch, add a go to action action. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Hope this helps. converted on a form, opened your recent marketing email and more!). lead status changes from outreach attempted to contacted) and if that occurs, the following action is "unenroll contact from sequence". Something to keep in mind: The email. For example, updating an enrolled contact’s. (This requires Operations Hub Professional. Turn the workflow on. You can either enroll contacts manually or automatically through pre-defined enrollment triggers. Let's start with a hot-off-the-press addition to your Workflows tool: The visual editor. If you're in a contact-based workflow, select an option in the dialog box. When I go to click Save I get a pop up that is not very clear. In the top left of the workflow editor,. To add an automated email, click Automated email. Can I have a workflow that has both manual and automatic enrollment? In my use case, I've got an onboarding. Enroll contact into a workflow. Remember that the users must have their email inbox connected to HubSpot with sales pro+ paid seat and have access to the sequence in question so it can be sent as them. . Just using the endpoint to enroll allows my contacts to be re-enrolled to the workflow via the API endlessly. To learn more,. On the workflow details page, click the Action logs tab or the Enrollment history tab. I would like to see in the enrollment detail the workflow that is causing the enrollment. Change. We use cookies to make HubSpot's community a better place. That means less manual work and time back in your team's day. We use cookies to make HubSpot's community a better place. Contacts cannot be enrolled in a workflow more than once at a time, so. It would be great to have this feature - Thanks! We use cookies to make HubSpot's community a better place. Actions are functions that the workflow will execute for enrolled records. Workflow 1: Unknown Lead Status. Records can only be enrolled in a workflow that is turned on. ('is known' is equivalent to 'has changed' in HubSpot workflows. They all had read access to workflows but COULD still manually enroll contacts in workflows. We are a team of HubSpot experts. Step 4: Managing your workflow’s settings. Hi, you were right. Manually enroll contacts into a workflow and have them bypass any steps. Contacts already met the workflow goal. If I enroll them manually then the workflow runs and I get a Slack notification and all the other actions. In the right pane, set an unenrollment trigger. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. We use cookies to make HubSpot's community a better place. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. In contact-based workflows, you can. Since last week Hubspot activates the Beta workflow for Deals. For example, if you want contacts to re-enroll when their Lifecycle stage changes, this can be achieved by including 'Lifecycle stage is known' as an enrollment trigger and enabling re-enrollment for it, too. Hi , Can you please share a screenshot of your workflow? If you can't, are there delays, how long does it take for a contact to go through the workflow from start to finish? Have you maybe set working hours in the workflow settings? Generally, a contact cannot be re-enrolled while they're still. To set up enrollment Triggers, do the following: In the workflow editor, click Set enrollment triggers. Since the sequence tool does not read criteria in the way workflows do, we need to manually enroll contacts into the sequence. So we've created a workflow that has B, C and D in enrollment and re-enrollment triggers and implemented an if/then logic to set the correct value for A depending on B, C and D values. The second workflow would enroll deals when a contact associated with that deal fills out the "Personal info" form. Step 2: Setting your workflow’s enrollment triggers. 2. Contacts. So I started at looking at ways to either a) trigger the internal email directly in Hubspot or b) enroll the deal in the the workflow via the Hubspot API. In the right panel, select a filter type for your enrollment trigger and set up your enrollment criteria. hubspot. Also, you can enroll your contact manually and can even create your contact list in. I would love to see this updated to include the list option as well. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. . Click the name of the contact to enroll. Problem workflow. Still, you face the issue, open a ticket with HubSpot support by clicking the blue Help button on the right. Currently, contacts must be manually re-enrolled in a workflow if the enrollment criteria includes a deal property (specifically, deal stage). Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Community Blogs Knowledge Base right Chat & Automation right Workflows right Set your workflow enrollment triggers Set your workflow enrollment triggers Last updated: November 6, 2023 Available with any of the following subscriptions, except where noted: Marketing Hub Professional, Enterprise Sales Hub Professional, Enterprise Manually enroll Companies into a workflow by list. Hi @rpkumar,. Plan to send 3 emails asking for feedback 2 days between each. save your action and have it nest your existing workflow under the Not Met branch in the modal box. I tweaked it slightly to "Number of associated deals has been updated in the last 1 day" and it picked up all the pending company records and enrolled them. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Workflow ID: 3732306 The enrollment criterion is set up - it's supposed to enroll whenever the custom. We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Delete all enrollment criteria. . . The selected user/sender must have a paid Enterprise Sales or Service Hub seat. When one o. To set up a lifecycle stage workflow: In your HubSpot account, navigate to Automation > Workflows. English English Español Português FrançaisThanks Karsten, your screenshot pointed me in the right direction. So far so good. Engagement properties (such as Meeting outcome) cannot be used for re-enrollment, so if you need contacts to re-enroll, those won't work. Sending and receiving emails has become a common thing in today’s life. Due to low volume and a long sales cycle, I would like to be able to manually enroll and send a customer survey via external email through a workflow. The goal attainment rate stays at 0%. When following these steps, you, the workflow creator, are able to go through the workflow as a contact would. An 'Enroll in sequence' action and an `Unenroll from sequence` action. See moreCommunity Blogs Knowledge Base right Chat & Automation right Workflows right Set your workflow enrollment triggers Set your workflow enrollment triggers Last. Trigger a sequence to enroll or unenroll automatically (Sales & Service Professional) Currently 'In development', this will provide the ability to automatically trigger a sequence, or set criteria for unenrollment on an indvidual sequence. Un-enroll from HubSpot Workflow. Workflow is not turned on. To learn more, and to see a full list of cookies we use, check out ourI agree a stage enrollment would be sweet! Glad this worked for you. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). ) The custom code action could delay further actions if a defined contact. HubSpot workflows aid in: minimizing errors when a large number of emails are sent manually, following up on leads easily, managing marketing initiatives effectively, enrolling leads and nurturing both old and new prospects, setting your end goals, tasks/things you plan to achieve like a conference or a. Here's an example of such a workflow: Enroll all companies where Name is known, copy company Name into contact property Company name field of all associated contacts. Workflow events will be listed in descending order, with the initial enrollment at the top. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Trigger a Recipe based on events (such as a customer filling out a form). . Hundreds of deals are enrolling at the same time which is making the search API hit its limit of 4 requests per second. When meeting certain criteria in workflow A, contact is. . Only manual re-enrollment option on Contact enrollment trigger. Creating a step that points to the workflow where I wanted to enroll the contact. 1. Choose the Lambda function you created in step 2. Step 5: Launch your workflow. When the workflow is turned on, our backend systems will check for contacts that meet the enrollment triggers. Clone your workflow. This means that contacts can only be enrolled manually, i. To edit an existing workflow, hover over the workflow, then click Edit. 1. I'm trying to set up a workflow to do the following: When receiving an event from our custom app, fire an email. To learn more, and to see a full list of cookies we use, check out ourGot it @lasseschou, thanks for the clarification. To further refine your trigger, click Add refinement filters. This is how you could differentiate them in a workflow via Filter type > Activity properties. But I dont believe my current setup doesnt trigger when I update my contact with the desired assocation label ("bruker" in this case). Depending on the type of workflow, different enrollment triggers will be available. (The exact list criteria depend on your workflow actions. 1) Enrollment trigger: Manual, enable re-enrollment. Hi @Isaac_Takushi, I hadn't tried it this way around and it works out even better. If you are still encountering issues, click the Help button in the bottom right of your HubSpot portal. You can then enrol these in a new workflow, but I don't think you will be able to re-enrol them in your original workflow with out sending them emails or having them complete the actions that have already passed once. CRM & Sales Marketing ServiceTo set up a contact-based workflow that sets a contact's marketing status: In your HubSpot account, navigate to Automation > Workflows. Now we can create the entry workflow on which the contact will enter the NPS flow. I like to copy a property like "Inbound or Outbound" from the Company or Contact property to the Deal property. Click on Create. ) Best regards!Hi , To enroll contacts from a list, you would choose this option: If you choose an active list, contacts that enter the list after the workflow is turned on will also enter the workflow. Manual Unenrollment. Allow workflow re-enrollment for deal properties. Click the name of a contact-based workflow. Hi , These contacts were already enrolled in the workflow, so correct, you would have to find a way to re-enroll them. I did briefly look at the transactional email support within Hubspot but it didn't seem to scratch the itch. Existing contacts ACTIVE in Contact Workflows will keep their place. Sequences are best suited for manual enrollment, and they allow sales representatives to personalize individual emails before sending them. Either from the sequence summary screen or directly from the contact record. The lead status contact property is blank as default, so use this simple workflow to update. We have a custom property A that we'd like to be computed based on a few other properties: B, C and D. HubSpot does not have any feature that lets you re-enroll "unsuccessful" contacts. This process is currently time-consuming and the sequence summary screen doesn't provide the option to use filters such as 'lifecycle tage', 'last activity date', 'company. 2. As of this moment, we will no longer be merging records in HubSpot. Select the Allow contacts who meet the enrollment triggers to re-enroll when any one of the following occurs checkbox. In your HubSpot account, navigate to Automation > Workflows. The Workflow is ON switch will be toggled on in the top right. The next step of the workflow would be an update to the Deal stage property. Create and manage workflows. remove from a workflow. Contact support. With that, your workflows are complete and you can. For example, you can add actions to send emails, create new records, manage your contacts' subscriptions, and more. It seems like I am not able to unenroll a contact from workflows. In the trigger of the workflow, add the action after which the contact can be unenrolled. Select the workflow in question, then select "contact has been enrolled. HubSpot Community - Send Membership registration email via workflow. Next, click the check mark for “ Use Lambda Proxy Integration ” - this ensures that the API Gateway is integrated with the Lambda function. Is it possible when creating a workflow through the api, to enable it and enroll existing contacts in the list at the same time. When I manually enroll contacts, it works as intended. Make sure that you have re-enrollment enabled. We can set properties of an object from a workflow, but not associations. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us.