What is a workflow in HubSpot?
A workflow in HubSpot is an automated sequence of actions triggered by contact behavior or specific conditions. Workflows help streamline tasks such as sending emails, updating contact properties, assigning leads, and more—saving time and improving marketing and sales efficiency.
⚙️ Understanding HubSpot Workflows
Workflows are a cornerstone of HubSpot’s automation capabilities. They allow you to create smart, rules-based sequences that respond to your contacts’ actions or internal criteria.
🔁 What Can Workflows Do?
HubSpot workflows can automate a wide variety of tasks, including:
-
Sending Automated Emails: Deliver follow-up messages, nurture sequences, or onboarding series based on user behavior or timeline triggers.
-
Updating Contact Properties: Automatically change lifecycle stages, subscription statuses, or other CRM fields.
-
Assigning Leads: Distribute new contacts to sales reps based on geography, company size, or any custom criteria.
-
Managing Internal Notifications: Alert team members when a contact takes a specific action or becomes a qualified lead.
-
Enrolling in Other Workflows: Create interconnected automations for complex nurturing journeys.
⏱️ Triggering Criteria
Workflows can be initiated based on:
-
Contact behavior (e.g., email opens, form submissions, page views)
-
Property values (e.g., lifecycle stage = MQL)
-
Dates (e.g., webinar date or contact’s anniversary)
-
Manual enrollment
🧠 Smart and Scalable Automation
You can add branching logic (if/then paths), delays, and goals to fine-tune the workflow experience for each contact. This enables deeply personalized engagement at scale.
📦 Workflow Availability
Workflows are available in:
-
Marketing Hub Professional and Enterprise
-
Sales Hub Professional and Enterprise
-
Service Hub Professional and Enterprise