Setting Up A Workflow In HubSpot

Steps to set up a workflow in HubSpot

Step 1: Creating a New workflow

1. Navigate to Workflows

   • Log in to HubSpot.

   • Click on Automation > Workflows.

   • Click Create workflow.

   • Choose From Scratch (unless using a template).

   • Select Contact-based if automating emails or lead management or whichever you record base you would like

     

2. Set Enrollment Triggers

   • Click Set up triggers.

   • Choose a trigger based on:

     • Form submissions (e.g., downloading a document)

     • List membership

     • Contact property changes (e.g., deal stage, lifecycle stage)

    

   • Enable Re-enrollment if contacts should re-enter under certain conditions.

1. Add Actions (e.g. below)

   • • Send an email (select an existing email or create a new one)

     • Set a property value (e.g., mark as a marketing contact)

     • Add a delay (e.g., 3 days before next email)

     • Assign contact owner

     • Click + to add actions such as:

     
     

1. Check for Errors

   • Click Review to check for missing steps.

     
     

      

2. Test the Workflow

   • Use the Test feature to enroll a sample contact.

   • Verify emails, delays, and logic behave as expected.

     

3. Activate the Workflow

   • Click Turn On once everything is verified.

1. Track Performance

   • Go to Performance tab to view email open rates, conversions, and drop-off points.

     
     

2. Adjust as Needed

   • Modify delays, emails, or criteria based on insights.