Workflows

Create a company-based workflow

Last updated: October 17, 2018

Applies to:

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

Use a workflow to enroll and update companies or any of their associated records.

  • In your HubSpot account, navigate to Automation > Workflows.
  • In the upper right, click Create workflow
  • In the left pane, select Company-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 triggers.
  • In the right pane, select a filter type to use property values from a company or any associated records as criteria for enrollment. When you're done, click Save.

enrollment-trigger-company-deal-workflow

  • Click the plus icon + to add a workflow action. In a company-based workflow, you can do the following:

Please note: marketing emails sent through a workflow must be published for automation.

  • Select your actionthen click Save
  • Click the plus icon + to add more workflow actions as needed.

update-deal-records

  • When you're done, click the Settings tab. 
  • Click Set unenrollment triggers if you want companies to be unenrolled from the workflow when they meet certain criteria.

workflow-settings

  • In the right pane, select a company or associated record property to use for your unenrollment trigger(s).
  • Click Apply filter, then click Save
  • When you're done setting up your workflow, click Review. Review the workflow settings, then click Turn on.

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

Learn how to create a contact-based workflow, a deal-based workflow, a quote-based workflow, and a ticket-based workflow.

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