Once you've created a contact-based, deal-based, company-based, quote-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.
To add more actions to your workflow, click plus + icon at the location you want to place the action.
All actions
- External communication
- Integrations
- Assignment
- Create
- Property management
- Other actions available in contact-based workflows
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 (
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 an internal email
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
External communication
These actions help with alerting the contacts associated to the enrolled object.
Send email
Send a marketing email to the contacts associated to the enrolled object. To use a marketing email in a workflow, select Save for automation in the Recipients tab of the email editor. After you publish your automated email, it'll be available for selection in the workflows tool.
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.
