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Sequences
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- Analyze sequence enrollment and performance data
- Automate A/B testing emails with sequences
- Create an email thread in a sequence
- Beta Create and edit dynamic sequences (BETA)
- Create and edit sequences
- Edit an active sequence
- Enroll and unenroll contacts in sequences using workflows
- Enroll contacts in a sequence
- Limit access to your HubSpot assets
- Manage the contacts enrolled in your sequence
- Re-enroll a contact in a sequence
- Set daily send limits for connected email accounts
- Share sales content with users and teams
- Troubleshoot Sequence Enrollment Issues
- Understand your sequences sender score
- Unenroll contacts from a sequence
- Beta Use meeting assistant in the prospecting workspace (BETA)
- Use sequences in the HubSpot mobile app
- Use the prospecting workspace
- Beta Use the sales workspace (BETA)
Workflows
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- Add comments to a workflow
- Add comments to your HubSpot assets
- Add data to Airtable with workflows
- Add data to Google Sheets with workflows
- Add re-enrollment triggers to a workflow
- Analyze workflow performance and opportunities
- Automate A/B email testing with workflows
- Choose your workflow actions
- Clone and move workflow actions
- Compatible property types for copying values with workflows
- Connect workflow branches using Go to other action
- Create 'Specific date' or 'Contact date property' contact-based workflows
- Create and use action sets
- Create Asana tasks with workflows
- Create automated emails to use in workflows
- Beta Create notes with workflows (BETA)
- Create records with workflows
- Create Todoist tasks with workflows
- Create Trello cards with workflows
- Create workflows
- Custom Formula Functions
- Beta Customize your webhooks (BETA)
- Delete and restore workflows
- Difference between AND vs OR logic in lists, workflows, and reports
- Edit records using workflows
- Enroll and unenroll contacts in sequences using workflows
- Enroll contacts in Teachable courses using workflows
- Enroll contacts into workflows from Salesforce
- Format your data with workflows
- Beta Generate tasks from comments (BETA)
- Beta Manage CRM record associations with workflows (BETA)
- Manage workflow settings
- Manage your unused workflows
- Manually enroll records in workflows
- Manually unenroll records from workflows
- Monitor your workflow health
- Monitor your workflow's enrollment with email notifications
- Organize your workflows
- Resolve invalid filter errors
- Review a record's enrollment history and path through a workflow
- Review your workflow's conversion and performance data
- Review your workflow's enrollment history
- Save placeholder workflow actions
- Set 'Based on a schedule' workflow enrollment triggers
- Set event enrollment triggers
- Set unenrollment triggers in workflows
- Set your workflow enrollment triggers
- Test your workflow
- Test your workflows (BETA)
- Troubleshoot common workflow errors
- Troubleshoot workflow enrollment issues
- Turn off workflows
- Understand contact-based workflow types
- Understand your comment notifications
- Understand your workflow details page
- Update automated emails in your workflow
- Beta Use AI in workflows
- Use branches in workflows
- Use custom tokens in automated emails
- Use delays in your workflows
- Use goals in contact-based workflows
- Use the collaboration sidebar
- Use the data quality command center
- Use the workflow navigation bar
- Use webhooks with HubSpot workflows
- View changes to your workflow
- View workflow connections
- Workflows | Frequently Asked Questions