Workflows

Get started with workflows

Last updated: August 26, 2019

Applies to:

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

The workflows tool automates your sales and marketing efforts as well as your internal processes. Marketing Hub Professional and Enterprise users can enroll and update contacts with workflows. Sales Hub Professional and Enterprise users and Service Hub Professional and Enterprise users can enroll and update companies, deals, quotes, or tickets with the workflows tool.

This guide provides a list of articles to get you started with workflows. For further reading, you can explore some of the ways current HubSpot users work with workflows on the Community. HubSpot's Academy also offers lessons and courses on the workflows tool, such as the Creating a Lead Nurturing Workflow lesson.

Contact-based workflows

Articles specific to contact-based workflows.

Company, deal, quote, and ticket-based workflows

Articles specific to company, deal, quote, and ticket-based workflows.

Using workflows

Articles to help you with all types of workflows.