How to create a Workflow

Last updated: December 14, 2016

Available For:

Marketing: Pro, Enterprise
Sales: N/A

Please follow the directions noted below to create a workflow.

  • In your HubSpot Marketing account, navigate to Contacts > Workflows
  • Click New workflow.
  • Name your new worfklow and select a workflow type.
  • When ready, click Create workflow.

For further instructions on setting up your workflow, please use the following resources: