In the Workflows tool, you can automatically set contacts as ‘marketing’ based on their property values.
- Go to Workflows
- In your HubSpot account, navigate to Automation > Workflows.
- Create your contact-based workflow and set up your enrolment triggers for the contacts you want to set as marketing automatically.
- Add an action and in the Property management section, select the Set as a marketing contact action.
- Once you've turned on your workflow, contacts who meet your enrolment triggers will be set as marketing contacts when they pass through the Set as a marketing contact action.