Workflows

Create a quote-based workflow

Last updated: January 14, 2019

In Beta

Applies to:

Sales Hub
sales-enterprise
Enterprise

Sales Hub Enterprise users can create a quote-based workflow to automate your business process. Create a new task or update property values based on a quote or its associated deals.

  • In your HubSpot account, navigate to Automation > Workflows.
  • In the upper right, click Create workflow
  • In the left pane, select Quote-based as your workflow type.
  • Click the pencil icon edit to give your workflow a name, then click Create workflow.

create-quotes-based-workflow

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

quote-enrollment-trigger

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

quote-based-workflow-actions

  • When you're done, click the Settings tab. 
  • To unenroll quotes that meet a certain criteria from the workflow, click Set unenrollment triggers.

  • In the right pane, select a quote or associated record property for your unenrollment trigger(s).
  • Click Apply filter, then click Save.
  • In the left, click Timing.
  • To specify times for the actions to take place, select Specific times. You'll see the days of the week.
  • Select the day(s) for the actions to take place.
  • Under each selected day, click the left dropdown menu and select when the actions should start taking place.
  • Under each selected day, click the right dropdown menu and select when the actions should stop taking place.
  • At the bottom of the screen, 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 quote-based workflow is turned off, all records enrolled in the workflow will be unenrolled. This includes any quotes that are in a delay when the workflow is turned off.

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