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How to Create a Workflow in HubSpot

Automate your marketing, sales, or service processes step by step

Workflows in HubSpot allow you to automate repetitive tasks, nurture leads, and streamline your processes. This guide will walk you through creating a workflow from start to finish.

Steps to Create a Workflow:

  1. Access Workflows

    • In your HubSpot account, navigate to Automation > Workflows.

  2. Choose Workflow Type

    • Click Create workflow.

    • Select the workflow type that fits your goal: Contact-based, Company-based, Deal-based, Ticket-based, or Quote-based.

    • Click Next.

  3. Set Enrollment Triggers

    • Define the criteria that will enroll records into your workflow, such as a form submission, contact property value, or list membership.

    • Click Done when finished.

  4. Add Workflow Actions

    • Click the + button to add actions like sending emails, updating properties, creating tasks, or branching with if/then logic.

    • Configure each action as needed.

  5. Review and Test

    • Use the Test function to simulate enrollment and ensure your workflow works as expected.

  6. Turn On Your Workflow

    • Once everything is set, click Review and publish, then toggle the workflow to ON to start automation.

Tips for Effective Workflows:

  • Keep actions simple and organized.

  • Use branching logic for personalized experiences.

  • Monitor workflow performance regularly to optimize results.


Creating workflows in HubSpot helps you save time, nurture leads efficiently, and improve your team's productivity. Start small and gradually expand automation as you get comfortable.