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.

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