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      Creating and Editing Workflows

      Learn how to create and edit workflows in Hubspot, including exploring all of the different triggers and actions available.

      A Step-by-Step Guide to Creating and Editing Workflows in HubSpot

      Introduction:

      HubSpot workflows are powerful tools for automating marketing and sales processes, saving time and increasing efficiency. This guide will walk you through the process of creating and editing workflows, including an overview of the workflow editor.

      1. Finding the Workflows Tool:

      • Login: Log into your HubSpot account using your credentials.
      • Navigation: In the left-hand sidebar, navigate to "Automation" and then select "Workflows." This will take you to the workflows dashboard.

      2. Creating a New Workflow:

      • "Create Workflow" Button: Click the "Create workflow" button in the top right corner.
      • Workflow Type: Choose the type of workflow you want to create:
        • Contact-based
        • Company-based
        • Deal-based
        • Ticket Based
        • Quote Based
        • Custom Object Based
      • Workflow Template or Start from Scratch: Select a template from HubSpot's library or start with a blank workflow.
      • Workflow Editor: You will now be in the workflow editor, where you can customize your workflow.

      3. Overview of the Workflow Editor:

      • Visual Editor: The workflow editor uses a visual, drag-and-drop interface, allowing you to easily add and arrange actions.
      • Enrollment Triggers: Set the enrollment triggers that determine when contacts or objects enter the workflow.
      • Actions: The left-hand sidebar contains various actions, such as sending emails, setting contact properties, and creating tasks. Drag these actions into your workflow.
      • Branches: Use branches to create different paths in your workflow based on specific criteria.
      • Delays: Add delays to control the timing of actions in your workflow.
      • Goals: Set goals to track the success of your workflow.
      • Settings: The settings tab allows you to set up unenrollment and other workflow settings.
      • Review and Test: Use the review and test options to ensure your workflow functions as intended.

      4. Editing an Existing Workflow:

      • Finding the Workflow: Locate the workflow you want to edit on the workflows dashboard. You can use the search bar to find it quickly.
      • Opening the Workflow: Click on the name of the workflow to open it in the workflow editor.
      • Making Changes: Use the drag-and-drop interface and action options to make your desired changes.
      • Saving Changes: Click the "Review and publish" button, and then update the workflow to save your changes.

      5. Important Notes:

      • Workflow Planning: Before creating a workflow, plan out the steps and goals to ensure it aligns with your objectives.
      • Testing: Thoroughly test your workflows to avoid errors and ensure they function correctly.
      • Monitoring: Regularly monitor your workflows to track their performance and make adjustments as needed.
      • Enrollment Triggers: Pay special attention to enrollment triggers to ensure that the correct contacts or objects are entering the workflow.

      6. Additional Help:

      7. Growth Opportunities:

      • Advanced Workflow Logic: Explore advanced workflow logic, such as using webhooks and custom code.
      • Workflow Reporting: Learn how to analyze workflow performance to identify areas for improvement.
      • Integration with Other Tools: Investigate how to integrate workflows with other tools and platforms to extend their functionality.