Using HubSpot for Marketing Automation
Automate your marketing with HubSpot workflows. Nurture leads, segment contacts, trigger emails, and score prospects automatically.
Overview
HubSpot's workflow engine is the backbone of marketing automation. Build visual automation sequences that nurture leads, segment contacts, update properties, send emails, create tasks, and trigger actions across your entire marketing and sales stack.
Benefits
Why use HubSpot for marketing automation?
Visual workflow builder with branching logic, delays, and if/then conditions
Trigger workflows from any CRM event: form submissions, page views, deal stage changes
Automated lead nurturing sequences that send the right content at the right time
Cross-object automation — workflows can update contacts, deals, companies, and tickets
How it works
Getting started
- 1
Go to Automation → Workflows and click 'Create workflow'
- 2
Choose a trigger: form submission, contact property change, date-based, or manual
- 3
Add actions: send email, create task, update property, set score, add to list
- 4
Add branching logic: if/then branches based on contact behavior or properties
- 5
Activate the workflow and monitor performance in the workflow analytics
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