Workflows

Create a company-based or deal-based workflow

Last updated: September 5, 2018

You can create a workflow based on company or deal objects and their associated records. Use a workflow to enroll and update companies, deals, or any of their associated records.

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click Create workflow in the top right corner. 
  • Select Company-based or Deal-based as your workflow type. Click the pencil icon edit to give your workflow a name, then click Create workflow

create-company-or-deal-based-workflow

  • In the workflow editor, click Set enrollment triggersIn the Trigger tab, click a Filter type to use property values from a company, deal, or any associated records as criteria for enrollment. After you've made your selection, click Save

enrollment-trigger-company-deal-workflow

  • Click the plus (+) icon to add a workflow action. In a company-based or deal-based workflow, you can do the following:
    • Set a property value for the enrolled company or deal record, or any of its associated records.
    • Copy a property value for the enrolled company or deal record, or any of its associated records.
    • Clear a property value for the enrolled company or deal record, or any of its associated records.
    • Create a task.
    • Send a Slack notification (deal-based workflows only).
    • Send an internal email notification.
    • Send a marketing email.

Please note: to use the marketing email action, you must have a Marketing Hub Basic, Professional, or Enterprise subscription. Marketing emails sent through a workflow must be published for automation.

  • Choose your actionthen click Save
  • Click the plus (+) icon to add any more workflow actions as needed. 

update-deal-records

  • Click the Settings tab. 
  • On the Settings tab, click Set unenrollment triggers if you want companies or deals to be unenrolled from the workflow when they meet certain criteria. 

workflow-settings

  • In the Unenrollment triggers pane, choose a Company or Deal property to use for your unenrollment criteria. 
  • Click Apply filter
  • Click Save
  • Once you're ready to enroll your companies or deals in the workflow:
    • In the top right, click the Workflow is OFF toggle.
    • Click Yes, turn on.

Please note: when a company-based or deal-based workflow is turned off, all records enrolled in the workflow will be unenrolled. This includes any companies or deals that are in a delay when the workflow is turned off.

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