How To Create a Workflow in HubSpot
Here's a step-by-step tutorial on how to create a workflow in HubSpot:
If you are building the workflow From Scratch:
- Go to Automation > Workflows in your HubSpot account.
- Click on Create workflow > From scratch.
- Select the type of records that can be enrolled in the workflow (e.g., contacts, companies, deals).
- Choose the type of workflow (blank workflow or scheduled workflow).
- Give your workflow a name and description.
- Save your workflow and move on to Enrolment Triggers
If you are building the workflow Using a Template:
- Go to Automation > Workflows in your HubSpot account.
- Click on Create workflow > From template.
- Search for a template that matches your workflow goals or browse through the templates.
- Preview the template details to ensure compatibility.
- Click on Use template to start editing.
- Customize the template by adding, editing, or removing actions and move on to Set Enrolment Triggers.
Set Enrolment Triggers and add Actions:
- In the workflow editor, click on Set up triggers.
- Choose whether to enroll records based on events or filter criteria.
- Select the filter type for your enrolment trigger and set up the trigger.
- Enable enrolment if desired.
- Save your triggers.
- Click on the + icon to add actions to your workflow.
- Choose the desired action from the left panel.
- Customize the action using data from various sources (if applicable).
- Save the action.
- Repeat steps to add more actions.
Turn On Your Workflow:
- Click on Review and publish in the upper right corner.
- Choose whether to enroll existing records or only enroll future records.
- Optionally, view a static list of contacts that meet the criteria.
- Confirm your decision and turn on the workflow.
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