HubSpot Workflows & Automation for Marketing Professionals

Explore how HubSpot workflows automate marketing, sales, and service tasks by using triggers, actions, delays, and branches to nurture leads and optimize processes.

Learn how triggers start HubSpot workflows and actions respond, with delays and branches guiding email sends and property updates. See practical webinar scenarios from trigger to end.

Explore HubSpot workflows and templates to automate marketing tasks, using predefined triggers, actions, and delays, and customize from scratch or with templates for nurturing, reengagement, and abandoned cart reminders.

Choose the right HubSpot object to drive targeted automation across contacts, companies, deals, or tickets, then automate actions like emails, property updates, and task creation.

Explore how HubSpot contact properties act as tags to store a contact's name, email, phone, country, city, and company, and learn editing, ordering, and which properties are updatable.

Explore how HubSpot CRM uses objects like contacts, companies, deals, and tickets to organize records, properties, and relationships, then learn to associate records across objects to reflect connections.

Compare workflows and sequences in HubSpot, highlighting that workflows automate at scale with conditional logic and CRM updates, while sequences enable one-on-one sales emails and manual enrollment.

Explore the three main HubSpot workflow triggers—event-based, criteria-based, and schedule-based—and learn when to use real-time actions, criteria based on stored data, and schedule-based automation with practical examples.

Learn how event-based triggers start workflows in real time and apply real examples to engage leads, nurture customers, and drive immediate follow-ups like welcome emails and sales notifications.

Learn when to use criteria-based triggers in HubSpot to enroll contacts, companies, or deals by conditions, with lifecycle stages and real-world examples like pricing page visits and win-back workflows.

Discover how schedule-based triggers automate marketing workflows using specific dates or recurring times. See real-world examples like renewal reminders, monthly payment notices, and birthday or anniversary emails.

Automate call-based actions in HubSpot workflows using call started and call ended triggers, with calls tracked in HubSpot, to notify sales managers and create follow-up tasks for high-value leads.

Learn how communication event triggers in HubSpot automate workflows based on ad interactions and media plays, enabling targeted follow-up emails for retargeting ads and product videos.

Explore data events triggers in HubSpot workflows, activating actions on updates to contact, company, or deal records, including membership changed, object created, and property value changed.

Learn how form events trigger HubSpot workflows based on form interaction, submission, or view, to nurture leads and boost conversions.

Explore how HubSpot marketing email events triggers automate workflows based on recipient engagement, including clicked links, bounces, deliveries, sends, opens, replies, and subscription updates.

Explore HubSpot meeting event triggers that automate workflows for meeting booked and meeting outcome change, with criteria and actions like calendar invites and a rescheduling email.

Explore sequence events triggers in HubSpot to automate actions like sending follow ups, updating lead status, and notifying sales reps as contacts engage with sales sequences.

Explore website events triggers in HubSpot to automate workflows based on visitor actions, track engagement, measure conversion intent, and send personalized follow ups via click, view, and page visited triggers.

Explore HubSpot workflow events and triggers to track contact progress and automate follow ups based on status, including achieved workflow goal, enrolled in workflow, and unenrolled from workflow.

Create and trigger HubSpot workflows using custom events by sending event data with a tracking script; define event name, properties, timestamps, and sources to automate actions like emails or surveys.

Learn how HubSpot integrator events automate workflows across third-party apps like Shopify, Zoom, and Stripe, using triggers such as Zoom attendance or Stripe failures to send emails and alerts.

Explore object information triggers in HubSpot workflows that enroll contacts based on contact properties like industry, job title, or city, and automate personalized emails.

Explore HubSpot asset membership triggers—import membership, list membership, and workflow enrollment—to enroll contacts automatically. Use automated follow-ups like welcome emails, ebook content, and exclusive offers.

Explore how marketing interactions trigger HubSpot workflows, automating actions from ad engagement and CTA clicks to form submissions, email subscriptions, and page views.

Explore integration filters and triggers in HubSpot workflows to automate actions from external data sources connected to HubSpot, with apps like Hotjar, Shopify, and Zoom.

Explore schedule-based triggers in HubSpot that enroll contacts into workflows at set times or recurring intervals, using last order date and renewal criteria.

Explore communication actions in HubSpot workflows, including sending emails, in-app notifications, internal emails, WhatsApp messages, and enrolling or removing contacts from sequences, driven by triggers.

Learn to use CRM actions in HubSpot workflows, including create associations, apply and update labels, copy company values, and create notes, records, or edits from form submissions.

Explore HubSpot workflows actions, including creating tasks, Salesforce tasks, campaign assignments, contact deletion, lead score adjustments, subscription management, engagement resets, and round-robin owner rotation triggered by form submissions.

Explore HubSpot workflows marketing actions that automate audience management, lead segmentation, and marketing contact updates, including add to ads, remove from ads, and set marketing contact status.

Learn how delays control timing in HubSpot workflows, using calendar date, date property, event, set amount of time, day of the week, and specific time options.

Explore how branches in HubSpot workflows enable personalization through property or action outputs, and logic, plus random distribution by percentage, with practical email open and form submit scenarios.

Explore how HubSpot workflows manage enrollment and unenrollment, using suppression lists, goals, and re-enrollment to keep campaigns relevant and avoid sending irrelevant messages.

Explore HubSpot workflow settings to control timing for business hours, holiday pauses, and auto-off rules, while tracking performance alerts and preventing conflicts by unenrolling contacts from other workflows.

Test and review HubSpot workflows with the test button, validating enrollment criteria and emails across multiple contacts. Then adjust timing, performance, and re-enrollment before turning the workflow on.

Design, map, and publish a HubSpot workflow from ebook form submission to nurturing, with branches for welcome emails, pricing, case study, and webinar invites, plus sales rep assignment and tasks.

Explore company-based workflows in HubSpot, understand how they trigger on company records, differ from contact-based workflows, and automate company-level tasks like assigning account managers by industry and updating properties.

Explore how to create and manage company-based workflows in HubSpot, using triggers, properties, and actions to assign reps, enrich company data, and send internal notifications and welcome emails to contacts.

Explore deal-based workflows that assign deals to reps by size, automate progression and follow-ups, update records, and compare with contact-based workflows and triggers.

Explore deal-based workflows in HubSpot, using deal properties, stages, and schedules to automate assignments, notifications, follow-ups, invoicing initiation, and reengagement of lost deals.