Workflows

All Workflows articles

• 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 data variables to workflow actions
• 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
• Connect your OpenAI account to HubSpot
• Create 'Specific date' or 'Contact date property' contact-based workflows
• Create and use action sets
• Create Asana tasks with workflows
• Create records with workflows
• Create Todoist tasks with workflows
• Create Trello cards with workflows
• Create workflows
• Create workflows from scratch
• 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
• Enroll records in workflows using CRM cards
• Format phone numbers using workflows
• Format your data with workflows
• Beta Generate tasks from comments (BETA)
• Manage CRM record associations with workflows
• Manage unenrollment in workflows
• Manage workflow settings
• Manage your unused workflows
• Manually enroll records in workflows
• Manually unenroll records from workflows
• Monitor your workflow health
• Organize your workflows
• Resolve invalid filter errors
• Review your workflow's conversion and performance data
• Review your workflow's enrollment history
• Save placeholder workflow actions
• Select your workflow object type
• Send automated emails in workflows
• Set 'Based on a schedule' workflow enrollment triggers
• Set 'When a webhook is received' workflow triggers
• Set event enrollment triggers
• Set filter enrollment triggers
• Set your workflow enrollment triggers
• Test your workflow
• Troubleshoot common automation issues
• Troubleshoot common workflow errors
• Troubleshoot workflow enrollment issues
• Turn off workflows
• Understand your automation overview
• Understand your comment notifications
• Understand your workflow details page
• Update automated emails in your workflow
• Beta Use action recommendations in workflows (BETA)
• Use AI in workflows
• Use branches in workflows
• Use Breeze to generate selling profiles in workflows
• Use Breeze to summarize data in workflows
• Use contact-based workflow actions in other workflow types
• Use custom tokens in automated emails
• Use delays in your workflows
• Use goals in contact-based workflows
• Beta Use journey automation
• 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