Workflows

Get started with workflows

Last updated: March 1, 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, tickets, deals, or quotes with the workflows tool.

This guide provides a list of resources to get started with workflows. You can explore some of the ways current HubSpot users work with workflows on the Community.

Using workflows

Contact-based workflows

Company-based, deal-based, ticket-based, or quote-based workflows