Create a deal-based workflow

Last updated: October 17, 2018

Applies to:

Sales Hub
Professional, Enterprise

Use a workflow to enroll and update deals 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 Deal-based as your workflow type.
  • Click the pencil icon edit to give your workflow a name, then click Create workflow.


  • In the workflow editor, click Set enrollment triggers.
  • In the right pane, select a filter type to use property values from a deal or any associated records as criteria for enrollment. When you're done, click Save.


  • Click the plus icon + to add a workflow action. In a deal-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.


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


  • In the right pane, select a deal 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 in the top-right corner. Review the workflow settings, then click Turn on.

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

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

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