Workflows

Choose actions in a workflow

Last updated: January 3, 2019

Applies to:

Marketing Hub
marketing-pro-enterprise
Professional, Enterprise
Sales Hub
sales-pro-enterprise
Professional, Enterprise
Service Hub
service-pro-enterprise
Professional, Enterprise

Once you've created a deal-based, company-based, contact-basedquote-based, or ticket-based workflow, and determined your enrollment criteria, choose the actions for your workflow. Actions are functions that the workflow will execute for each enrolled object.

Add actions

To add an action to your workflow, click the plus (+) icon in your workflow.

In the right panel, select the action to include in your workflow and set the details of your action, then click Save to add it to your workflow.

Add more actions to your workflow by clicking the gray plus + icon, where you'd like the action to be placed.

All actions


Workflow

Actions under Workflow help with managing your enrolled contacts as they go through your workflow.

Add delay

Set an amount of time between the previous action and the next.

The delay is relative to the previous action. Hence, once an action is executed and the next action is a delay, the workflow will wait the specified time before it moves an object to the next action.

When adding a delay in a standard workflow, set days, hours, and/or minutes of your delay.

 

Add if/then branch

Direct enrolled objects down a certain path based on set conditions. Learn more on using branching logic in your workflows.

In this example, if a company object has the Accounting value in their Industry property, it will go down the YES path. If not, it will go down the NO path.

Enroll in another workflow

Enroll the object in the current workflow into another active workflow.

Please note: you can only enroll an object into a workflow of the same type (e.g. deals can only be enrolled into a deal-based workflow).

Trigger a webhook

Trigger a webhook to an external application. This allows your workflow to communicate with this external application. For example, webhooks can send a HubSpot company's information (formatted in JSON) to an external CRM. Learn more about triggering webhooks.

Please note: this action is only available for Marketing Hub Enterprise, Sales Hub Enterprise and Service Hub Enterprise.

Internal communication

These actions help with alerting your HubSpot users.

Send internal email notification

Send an internal email to a specified email address(es) or to an email property, such as Company owner email.

Send an internal SMS

Send a text message to a HubSpot user or a specified number for an enrolled object.

Send in-app notification

Send an in-app notification to specified teams or users. The notification will appear in the HubSpot notification center and sent to the HubSpot app as a notification. In a contact-based workflow, this action is known as Send notification.

External communication

These actions help with alerting the contacts associated to the enrolled object.

Send email

Send an automated marketing email to the contacts associated to the enrolled object.

Integrations

Actions under Integrations allow you to interact with external applications that are integrated with HubSpot. HubSpot supports certain integration actions such as sending a Slack notification, but it also allows integration partners to create other extension actions for use in the workflows tool that interact their application.

To be able to view and use such actions:

  • An integration between the external application and HubSpot is built.
  • The HubSpot account is integrated with the external application.
  • Such extension actions are created.

Where such actions are developed and supported by the integration partner, learn more about these actions through their documentation.

Send a Slack notification

Send a Slack notification to your integrated Slack workspace when an object triggers the action. This action is supported by HubSpot.

Assignment

Rotate [object] to owner

Assign the enrolled objects to users equally within a selected team or between specified users. This action is only compatible with paid users. In a contact-based workflow, this action is known as Rotate leads.

Create

These actions, when triggered, will create a new object and associate it to the enrolled object.

Create a deal

Create a new deal when triggered by an enrolled object.

Create a ticket

Create a new ticket when triggered by an enrolled object.

Create a task

Create a new task when triggered by an enrolled object.

Property Management

These actions updates the properties of the enrolled object.

Set a property value

Set a property value in the object itself, or set a property value in a specific property type. For example, you can select to update the associated contacts to the enrolled deal record.

When selecting to set a property value of a different type (e.g. contacts when the workflow is deal-based), the action will update all associated records of that type.

Copy a property value

Copy a value from a property in the enrolled object to another property in the same object, or to a property in another object type. For example, you can copy the value in the enrolled company's Phone Number to a custom property in all associated deals.

When selecting to copy a property value of a different type (e.g. deals when the workflow is company-based), the action will copy the property for all associated records of that type.

Clear a property value

Clear a value in a property. This can be a property in the enrolled object, or a property in another object type. For example, you can clear the value in the Lead Status property in all associated contacts to an enrolled deal.

When selecting to clear a property value of a different type (e.g. contacts when the workflow is deal-based), the action will clear the property for all associated records of that type.

Increase or decrease a property value

Increase or decrease a value in a Number type property of the enrolled object. For example, you can increase the value of a custom number property, Orders bought, for every enrolled company.

Other actions available in contact-based workflows

These actions are specific to contact-based workflows and are not available in the others.

Add to a static list

Add the enrolled contact to a specific static list.

Remove from a static list

Remove the enrolled contact to a specific static list.

Manage subscription status

Customize the subscription status of the enrolled contact. You can select their new opt status for a specific subscription type, the lawful basis for communicating with the contact and the explanation for this communication consent.

Set a Salesforce task

Set a customized Salesforce task for the enrolled contact.

Set a Salesforce campaign

Set a Salesforce campaign for the enrolled contact.

 
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