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Enrollem Set Up Guide

Getting Started

You can install Enrollem to your HubSpot account here

Step 1:

Install Enrollem from the link above

Step 2:

Create a workflow or edit and existing one by navigating to 'Automation' > 'Workflows'

Step 3:

Choose the enrollment criteria that you would like for your workflow

Step 4: 

Select the + symbol to add an action to your workflow and search for 'Enrollem' or 'Sequences' under 'Browse all actions' to find the Enrollem action

2025-06-25 12_32_36-Enrollem - New Customer Onboarding _ HubSpot

Step 5:

Select the Sequence and Sender Type that you would like to use in your automation.

Choose user

Sender Type can be set as 'Specific User' or 'Contact Owner'.

 

IMPORTANT NOTE

  • The user selected must have their inbox connected to HubSpot
  • The user selected must have a Professional Sales or Service Seat.
  • The sequence selected for sending must be shared with 'everyone'

Failure to meet these criteria will result in the enrollments failing

Step 6

Save your action and bring your workflow live