Adding workflows helps you automate your sales process to make your team more efficient. You can set enrollment criteria to automatically enroll records and take actions on your contacts, companies, deals, quotes, and tickets.
To create a custom workflow from HubSpot for sales:
Log-in to HubSpot using your existing credentials.
Click on the Automations tab from the top menu and select Workflows.
Click on the Create workflow drop down from the top right and choose whether you want to start your workflow from scratch (to begin with a blank workflow) or from template (to start with a default set of enrollment triggers and actions).
Select the Workflow Type as Contact-based from the left panel and click Next at the top right.
Click on the Pen icon at the top to name your workflow and add the appropriate description.
Here, enter your workflow name and description. Once you’re done, click Save.
To set up enrollment criteria:
Click on Set enrollment triggers and pick any trigger from the options listed.
You can add multiple enrollment triggers based on your use-case.
Here as an example, Form submissions has been selected as the enrollment trigger.
Now, set up the criteria based on which your workflow will be set in action.
Criteria 1:
 |
Select the option and click Apply Filter.
To set another criteria:
Click AND or OR.
Select the option and click Apply Filter.
Once you’ve set all your trigger criteria, click Save.
To add workflow actions:
Click the Plus icon and choose an action.
As an example, Create task has been selected.
Once you are done, click Save.
To set up the contact inside Hippo Video:
Click the Plus icon and select Hippo Video - Add Contact.
Select a contact and click on Save.
Once you are done, click Save.
Now you are all set.
After setting up your workflow, click on Review and Publish at the top right.
Finally, click Turn On to bring your workflow to life.
To check out other topics related to this integration.
