How to Create a Marketing Workflow in HubSpot: 1-Min Guide

How to Create a Marketing Workflow in HubSpot

Updated on:

June 5, 2026

By:

Use this interactive demo to learn how to create a marketing workflow in HubSpot.

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Creating a marketing workflow in HubSpot allows you to automate actions like emails, lead nurturing, and deal updates based on triggers.

Log in to your HubSpot account and navigate to your main dashboard.
In the left sidebar, click Automation and select Workflows from the dropdown list.
Click Create Workflow, then select From Scratch to start building a custom workflow.
Select your Trigger Type (e.g., data values or form submission), then configure the conditions to start the workflow.
Click the + Icon, select an Action, and configure the settings as needed.
Click Review to check your workflow setup.
Click the Next button to move to the final step.
You're good to go. Click Turn on workflow to make it live.

📌 Why this matters

Marketing workflows transform scattered manual tasks into systematic customer journeys that run themselves. You can automatically nurture leads through personalized email sequences, update contact properties based on behavior, and route qualified prospects to sales at precisely the right moment. The real power lies in creating branching logic that responds to how contacts actually engage with your content. A single workflow can handle dozens of scenarios simultaneously, scaling your marketing efforts while maintaining the personal touch that converts prospects into customers.

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