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      Enroll Contacts into SalesAi Workflow

      This guide provides a step-by-step process for enrolling contacts into SalesAi workflows within HubSpot, ensuring users can effectively utilize this feature. Scroll through the steps below to learn more:

       

      Not a visual learner? No problem!Here’s a straightforward, step-by-step guide in text form:

      1. Navigate to HubSpot: Begin by accessing HubSpot.

      2. Access Workflows: On the left-hand side, click the automation symbol and choose "Workflows."

      3. Create a New Workflow: Click "Create Workflows" and select "From Scratch."

      4. Skip Trigger: It's recommended to skip certain options that may lead to a Deal Workflow, which prevents SalesAi from appearing. Instead, go directly to "Skip Trigger" and choose "Eligible Records."

      5. Select Contact: Choose "Contact" as the record type for the workflow.

      6. Enroll Contacts: Search for SalesAi, and select the option to enroll contacts into SalesAi workflows.

      7. Workflow Configuration: Choose the specific SalesAi Workflow and click "Save and Continue." Note that the contact type cannot be changed after this step.

      8. Finalizing Workflow: After the workflow is complete, input a name and description, then click "Save."

      9. Review & Publish: Optionally review each step and click "Publish" to finalize the workflow.

      The guide emphasizes that only Contact-Based Workflows are supported with SalesAi; other types, such as Company-based workflows, will not allow SalesAi to appear.

       

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