Quick summary
HubSpot Workflows let you automate actions like sending emails based on contact behavior, reducing manual follow-up and keeping your CRM-driven processes consistent. This demo walks through every step of creating a workflow from scratch, setting enrollment triggers, adding actions, and publishing — all inside HubSpot's Automation tool.
Steps
- Go to Automation > Workflows in your HubSpot account.
- Navigate to Create workflow and select From scratch.
- Select the type of records that can be enrolled in the workflow (e.g., contacts, companies, deals).
- Give your workflow a name and description.
- Hit Save to confirm your workflow details.
- Start setting the workflow trigger by clicking the trigger setup area.
- Choose whether to enroll records based on events or filter criteria.
- Define a specific trigger event — for example, when a contact clicks a link in your email.
- Save your Enrollment Trigger to lock in the trigger condition.
- Click the + sign to add the desired action to your workflow.
- Choose the desired action — for example, send an email when the trigger event fires.
- Save your action to add it to the workflow sequence.
- Review your workflow and confirm all steps look correct before publishing.
- Turn the workflow on to activate it and begin enrolling records automatically.
