Workflows

Connect workflow if/then branches using Go to other action

Last updated: August 22, 2019

Applies to:

Marketing Hub  Professional, Enterprise
Sales Hub  Professional, Enterprise
Service Hub  Professional, Enterprise

In company, deal, quote, and ticket-based workflows, you can connect if/then branches with the Go to other action action. This action can help to streamline your workflow building process, especially for workflows with multiple if/then branches.

To set up a Go to other action action:

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of an existing workflow, or create a new workflow by clicking Create workflow. Learn more about creating a company, deal, quote, or ticket-based workflow.
  • Within an if/then branch, click the plus icon +.

    add-step-to-if-then-branch
  • In the right panel, select Go to other action

    go-to-other-action
  • Select another action in the workflow to connect to. You can only select actions in other if/then branches. This prevents workflow loops. Actions that are not available for selection will be greyed out. 
  • In the Save this connection? dialog box, click Done to connect the actions.
  • A dashed arrow will appear showing the connected actions. Now when a record gets to the Go to other action step, they will be sent to the connected action.
  • To edit a connection, click the Go to other action action:
    • To change where records will be sent, click Change.
    • To delete the connection, click Delete.
    • To keep the connection where it is, click Cancel.

      go-to-other-action-step