Step-by-Step Guide to Adding HubSpot Workflows

How to Add a Workflow in HubSpot

Adding a workflow in HubSpot is a powerful way to automate your marketing, sales, and service processes. This guide will walk you through the steps to create a workflow from scratch, use a template, set enrollment triggers, add actions, and manage your workflow settings.

Creating a Workflow in HubSpot

To create a workflow in HubSpot, navigate to Automation > Workflows in your HubSpot account. You have the option to create a new workflow from scratch or use a template. For a new workflow, click Create workflow > From scratch. If you prefer to use a template, click Create workflow > From template. Templates can streamline your automation processes and are categorized by function or objective for easy browsing.

Setting Up Your Workflow

When creating a workflow from scratch, you will first select your workflow object, which determines the type of records that can be enrolled. Options include contacts, companies, deals, and more. Next, choose your workflow type, such as a blank workflow, scheduled workflow, or specific date workflow. Give your workflow a name and add a description to help identify its purpose.

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Setting Enrollment Triggers

Enrollment triggers are criteria that automatically enroll records into your workflow. These can be filter-based or event-based. If you prefer manual enrollment, leave the enrollment trigger box blank. To set up triggers, click Set up triggers in the workflow editor and select either When an event occurs or When filter criteria is met. You can also enable re-enrollment for records to re-enter the workflow based on certain triggers.

Adding Actions to Your Workflow

Actions are the tasks your workflow will perform, such as sending marketing emails or assigning records. To add an action, click the + icon and select an action from the list. HubSpot offers a variety of actions, but availability depends on your subscription. You can also use the data panel functionality to use data from various object sources for your actions.

Managing Workflow Settings

Under the Settings and notifications tab, you can manage general settings, unenrollment and suppression criteria, and set up email notifications. These settings allow you to specify when actions should execute, enroll contacts from Salesforce, associate campaigns, and more.

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Turning On Your Workflow

Once your workflow is set up, review it and turn it on by clicking Review and publish. You can choose to enroll records that currently meet the enrollment triggers or only those that meet the triggers after the workflow is turned on. If you've used placeholder actions, ensure they are completed before turning on the workflow.

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By following these steps, you can effectively add and manage workflows in HubSpot to automate your business processes and increase efficiency.

While manually adding workflows in HubSpot can streamline your sales, marketing, and service processes, automating these workflows can significantly enhance efficiency and accuracy. With Bardeen, you can automate various HubSpot-related tasks, from syncing social activity to creating tickets, thereby freeing up valuable time to focus on strategic initiatives.

Explore how Bardeen can automate your HubSpot workflows:

1. Sync LinkedIn Social Activity to HubSpot Contact: Automatically update HubSpot contact properties with LinkedIn social activities, enriching CRM data for more personalized marketing and sales strategies.
2. Create HubSpot ticket: Streamline customer support by automating the creation of support tickets in HubSpot directly through Bardeen, ensuring timely and efficient issue resolution.
3. Sync LinkedIn Emails with HubSpot CRM: Enhance your CRM workflow by automatically enriching and syncing LinkedIn email data to HubSpot, improving lead management and sales targeting.

By leveraging Bardeen's integration with HubSpot, you can automate these essential tasks, leading to a more streamlined, efficient, and effective workflow. Get started by downloading the Bardeen app.