HubSpot Workflows-How to Create & Manage HubSpot Workflows

HubSpot workflows automate marketing, sales, and service tasks to nurture leads with follow-ups, align teams, and streamline deal stages and tickets. The dashboard lets you filter, export, and create workflows.

Set a clear workflow goal to define what a contact should achieve in the lifecycle, then track form submissions or engagement to measure the goal conversion rate and unenroll accordingly.

Choose from five HubSpot workflow types—contact, company, deal, ticket, and quotes—either from scratch or using a template, and tailor triggers such as properties, activities, and approval status to automate processes.

Learn to use six HubSpot workflow templates, viewable in the templates tab with a type filter, including contact-, company-, and deal-based templates.

Create contact-based workflows from scratch using HubSpot, adding actions, delays, and filters. Use date-based triggers, tasks, reminders, and renewal notices to manage lead nurturing and client communications.

Define the workflow trigger to determine who becomes enrolled in the workflow. Use filters such as contact properties, list membership, and page views to specify who enters the workflow.

Select and prepare content assets for a lead nurturing workflow, including emails, landing pages, and forms, and align blog posts, white papers, webinars, and industry news with your campaigns.

Add actions to HubSpot workflows to automate emails, update contact or company properties, set delays, and use if-then branches, tasks, notifications, and webhooks for lead nurturing.

Learn how to implement if/then branching in HubSpot workflows, use delays, and keep logic simple by splitting into smaller workflows based on form submissions or email activity.

Learn to configure HubSpot workflow settings, including activation, timing, and campaign associations, manage lifecycle stage changes and suppression lists, and handle enrollment shifts between workflows.

Decide how to end a workflow by handling contacts who do not meet the goal, either routing them to another nurturing workflow or scheduling a future re-engagement.

Explore HubSpot workflow performance metrics to evaluate email effectiveness, goal conversion rate, and contact trends, including open rate, click-through rate; learn to optimize subject lines and sender names.

Add and manage extra steps in a HubSpot workflow by changing properties, sending internal emails, or adjusting cadences. Review metrics and update, add, or delete actions using the plus symbol.

Putting it all together in HubSpot, this lesson demonstrates creating a workflow with an active list enrollment trigger, scheduled lead nurturing emails, CTAs, form-based yes/no branches, and performance analytics.

Learn to create and manage HubSpot workflows, including setting up goals, templates, enrollment triggers, actions, branches, suppression lists, and measuring metrics such as contact performance and email trends.