Have you ever been knee-deep in customer data, having that perfect conversation with a prospect, when you realise they need to be enrolled in your carefully crafted nurture sequence. So what happens next? You bookmark your mental place in the conversation, open another tab, navigate to workflows, set up triggers or lists, and by the time you return to your original task, your flow is completely disrupted.

 

For years, HubSpot users have lived with this contradiction: incredibly powerful automation capabilities that were somehow still a pain to use in the moment. The platform offered robust workflow tools, but actually getting specific records into those workflows felt like filling out tax forms, technically possible but nobody's idea of a good time.

Teams resorted to creative but ultimately flawed workarounds: creating temporary property changes or maintaining separate enrollment lists. It's a classic case of "this should be easier than it is," the technological equivalent of packaging that requires scissors to open, which are inside the packaging.

Automation Where You Actually Work

HubSpot's new "Enroll in Workflow" CRM card feature is deceptively simple but profoundly impactful. Rather than forcing you to navigate to a separate workflow tool, this update brings automation directly to the record you're already viewing. 

This contextual approach to automation means you can now trigger workflows with a single click while viewing any contact, company, deal, ticket, or custom object record. No more context switching, no more "I'll do it later" (we all know what happens to those tasks), and no more forgetting which workflow was appropriate for which situation.

The feature allows you to add up to seven active workflows to the card, making them readily accessible to your team. Perhaps most valuably, you can also see which workflows a record has already been through. This prevents those awkward situations where a customer receives the same onboarding sequence twice, about as welcome as receiving the same birthday card two years in a row, but with higher stakes for your business reputation.

Setting It Up

Implementing this feature won't require sacrificing your weekend because the process is refreshingly straightforward:

First, navigate to your HubSpot settings area where you manage your CRM cards. Create the new "Enroll in Workflow" card- yes, it's that easy. No coding required, no sacrificial offerings to the tech gods necessary.

Next, select which workflows you want to make available through the card. Choose wisely, these should be your greatest hits, not the experimental B-sides. You can add up to seven, which forces a healthy prioritisation exercise.

Configure permissions to determine which teams or users can access the card. This ensures your intern can't accidentally enrol your entire database into your "CEO's Personal Attention Required" workflow. We've all been that intern at some point, better to protect them from themselves.

Finally, add the card to your record views, and you're done. 

Real Impact: Beyond Just Convenience

While this feature might seem simple, its impact runs much deeper across various business functions.

For sales teams, this means being able to instantly enrol closed deals in customer onboarding sequences without leaving the deal record. A rep can close a deal and immediately set the customer success wheels in motion, all while still basking in the warm glow of commission calculations. They can trigger internal handoff processes between sales and implementation teams, ensuring nothing falls through the cracks during that critical transition period.

Customer service representatives gain the ability to escalate priority tickets with specialised handling workflows directly from the ticket they're reviewing. When a customer is particularly upset every second counts. Reps can initiate satisfaction surveys after resolving issues or trigger internal notifications for VIP customers without the tab-hopping.

Marketing teams can manually add promising leads to nurture campaigns during calls, start personalised engagement sequences for event attendees, or trigger internal notifications about high-value prospect activities, all without leaving the context of the record they're working with. 

The Subtle Revolution of Reduced Friction

What makes this update revolutionary isn't flashy technology, it's the elimination of friction in everyday work. By bringing automation directly to the record view, HubSpot has removed unnecessary steps that, while seemingly small, created significant barriers to consistent process execution.

Think about how many times a day your team members look at CRM records. Now imagine if each of those interactions could seamlessly trigger the right automated processes without additional navigation. 

The customer experience improvements are equally significant. Teams can trigger follow-ups while conversations are fresh, ensure consistent handoffs between departments, and accelerate response times for critical issues. The result is a more cohesive customer journey that doesn't reveal the organisational seams behind the scenes.

Embracing One-Click Workflow Power

If you're ready to stop making your team jump through hoops just to use your carefully designed automation, here's how to get started with this feature today:

First, take inventory of your most frequently used workflows. Which automated sequences would benefit from point-of-need triggering? Focus on high-impact, frequently used workflows that directly affect customer experience or internal efficiency.

Next, consider who needs access to trigger which workflows. This isn't just an IT decision, involve team leads from sales, service, and marketing to understand their daily friction points. Sometimes the people closest to the work have the clearest view of the obstacles.

Implement the feature with clear guidelines about when to use which workflow. A little documentation goes a long way.

Finally, measure the impact. Look for improvements in process adherence, reduced time to complete common tasks, and increased workflow enrolment. The data will tell you if you've successfully removed meaningful friction from your team's day.

Ready to Transform Your HubSpot Experience?

Don't let your brilliant automation gather dust because it's too "complicated" to use.

Need help optimising your workflows before making them one-click accessible? Our team specialises in streamlining HubSpot processes that actually get used. Reach out for a chat today.

Because at the end of the day, the best automation isn't the most complex, it's the one your team actually uses when it matters most.