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Add workflows inside HubSpot

Adding workflows helps in automating your sales process and managing it more efficiently. You can set up the workflow enrollment triggers by specifying criteria or actions. It will automatically trigger automation when the user meets the specific criteria.

To create a workflow from HubSpot for sales

  1. Log-in to HubSpot using your existing credentials.

  2. Click on Automation tab > Workflows from the top menu.

  1. Click on the Create workflow from the top right. 

  2. Enter the workflow name by clicking on the Edit icon at the top.

  1. Select the Workflow Type as Contact from the left panel.

  2. Choose whether you want to start your workflow from scratch (to begin with a blank workflow) or from a template (to start with a default set of enrollment triggers and actions).

  3. Click Next. Your workflow will be created and sent to the workflow editor.

To set up enrollment criteria:

  1. Click on Set enrollment triggers

  1. Select the enrollment trigger from the right panel. 
    Note: You can add multiple enrollment triggers, if needed.

  1. Here as an example, Page views is selected as the enrollment trigger.

  2. Now, set up the criteria.

Criteria 1: 

  1. Select the option and click Apply Filter.

Criteria 2: 

  1. Click AND or OR.

  1. Select the option and enter the data.

  2. Click Apply Filter.

  1. Once you’ve set it, click Save

To add workflow actions:

  1. Click the Plus icon.

  1. Select an action from the right panel. 

  2. As an example,  Hippo Video - Add Contact is selected

  1. Once you are done, click Save.

  1. Now you are all set.

  2. To turn on your workflow, click Review at the top right.

  3. Finally, click Turn On.

To check out other topics related to this integration, click here.

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