How do I create an automated workflow?

Select workflow type

1. In your HubSpot account, go to Automation > Workflows.
2. In the top right, click Create workflow.
3. Choose how you want to start:
   • From scratch: Select a workflow type (e.g., contact-based, company-based, deal-based, or ticket-based).
   • From template: Browse or search for a template and select one to preview its setup.
4. Click the edit (pencil) icon to name your workflow, then click Create workflow.

Set enrollment triggers

1. In the workflow editor, click Set enrollment triggers.
2. In the right panel, choose a filter type and define your criteria, then click Apply filter.
3. (Optional) To allow records to re-enroll:
   • Go to the Re-enrollment tab.
   • Turn on the toggle and select the triggers for re-enrollment.
   • Click Save.

Note: If you leave enrollment triggers blank, records can only be enrolled manually.

Add actions

1. Click the + (plus) icon to add an action.
2. Select an action from the right panel.
3. Configure the action, then click Save.
4. Repeat to add additional actions as needed.

Manage workflow settings

1. Click the Settings tab to adjust workflow behavior.
2. In General settings, you can:
   • Set execution days and times.
   • Associate campaigns (if applicable).
3. In Unenrollment and suppression, define conditions to remove or exclude records from the workflow.

Turn on the workflow

1. In the top right, click Review.
2. Choose whether to:
   • Enroll only records that meet the criteria going forward, or
   • Enroll existing records that already meet the criteria.
3. Review your settings, then click Turn on.
4. In the confirmation dialog, click Turn on again.

Once your workflow is active, you can monitor activity and enrollment from the workflow history.