How to Create Workflows in HubSpot
Build marketing and sales automation workflows in HubSpot. Visual builder, branching logic, and trigger-based actions.
Step-by-step
How to Create Workflows in HubSpot
Create a new workflow
Go to Automation → Workflows and click 'Create workflow'. Choose the object type (contact, company, deal, ticket) and select 'Blank workflow' or a pre-built template.
Set the enrollment trigger
Define what starts the workflow: form submission, list membership, property value change, page view, or manual enrollment. You can combine multiple triggers with AND/OR logic.
Add actions
Build the workflow sequence: send email → wait 3 days → check if email opened → if yes: send follow-up → if no: try different subject line. Actions include: send email, create task, update property, send notification.
Test and activate
Use the 'Test' button to simulate the workflow with a test contact. Verify each step executes correctly. When satisfied, click 'Review and publish' to activate.
Tips
Pro tips
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Use goal criteria to auto-unenroll contacts who achieve the workflow's objective (e.g., became a customer)
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Set suppression lists to prevent specific contacts from entering the workflow
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Clone successful workflows and modify them rather than building from scratch
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