Create contact-based workflows

Last updated: April 5, 2019

Applies to:

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

Create contact-based workflows to enroll and take action on contacts or any of their associated records. Learn how to create company-based, deal-based, ticket-based, or quote-based workflows.

Workflows automate actions and business processes for multiple contacts at once. If you want to automate your communication with leads and prospects using personalized, well-timed emails, learn more about using sequences.

Please note: this article walks through creating standard, or Start from scratch contact-based workflows. Learn how to create Center on a date or Center on a date property contact-based workflows to schedule and execute workflow actions relative to a specific date.

  • In your HubSpot account, navigate to Automation > Workflows.
  • In the upper right, click Create workflow.
  • In the left panel, choose whether you want to start your workflow from scratch, or from a template.
    • Start from scratch: to begin with a blank workflow, click the Start from scratch tab then select Contact-based as your workflow type in the left panel. Then, in the right panel under Choose type, select Start from scratch. Learn more about contact-based workflow types.

    • Templates: to start with a default set of enrollment triggers and actions, click the Templates tab. In the left panel, filter the templates using the Type dropdown menu, or the search bar to search. Select a template to preview the enrollment triggers and actions on the right.

  • 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 panel, select if the workflow should be triggered Automatically or Manually. Learn more about manually enrolling objects into workflows.
  • By default, contacts will only be enrolled in a workflow the first time they meet the enrollment triggers. Learn more about adding re-enrollment triggers to workflows.
    • To enable re-enrollment, click Change re-enrollment options.
    • Select the Allow contacts who meet the enrollment triggers to re-enroll when any one of the following occurs checkbox.
    • Select the trigger(s) you want to use for re-enrollment.
    • Click Done.
  • By default, contacts will only be enrolled in the workflow if they meet the enrollment triggers after the workflow is turned on. To enroll existing contacts who meet the enrollment triggers, select the Enroll contacts who already meet these criteria checkbox.
  • Add more enrollment triggers if needed.
  • When you're done, click Save.

  • Set up the details of the action, then click Save.
  • Click the plus icon + to add more workflow actions.

  • If your workflow actions include sending a marketing email to enrolled contacts, it's recommended to set a workflow goal to measure their engagement with your content and success of your workflow. Learn more about using goals in contact-based workflows.
    • In the upper left, click goal Set goal.
    • In the dialog box, select your goal criteria. When you're done, click Save.
  • Next, click the Settings tab. Here, you can manage your workflow settings, such as selecting what days of the week you want actions to execute, or adding a suppression list to the workflow. Learn more about managing contact-based workflow settings.
  • In the upper right, click Review.

  • Review your workflow settings, then click Turn on.
  • A dialog box will appear informing you that the workflow has been turned on.