How To Create A Workflow In HubSpot

How To Create A Workflow In HubSpot

1. Log In to HubSpot: Access your HubSpot account.
2. Navigate to Workflows: Go to the Automation tab and select Workflows.
3. Click on Create Workflow: Start a new workflow by clicking the button.
4. Select Workflow Type: Choose between a standard or a custom workflow.
5. Name Your Workflow: Give your workflow a descriptive name.
6. Set Enrollment Triggers: Define the criteria for contacts to enter the workflow.
7. Add Actions: Choose what actions to take when contacts enroll.
8. Configure Delays: Set any delays between actions if needed.
9. Review Workflow: Check all settings and actions for accuracy.
10. Turn On Workflow: Activate your workflow to start automating tasks.