Automate your processes

Improve your team’s efficiency by automating business processes in HubSpot. Depending on your account’s subscriptions, you can use different tools for automation:

• Forms or marketing emails
• Ticket and deal pipeline and stages
• Workflows
• Sequences

Before setting up your automation, it is recommended to segment and target high-quality leads using the lists tool. You can also use marketing emails to continuously engage and keep track of prospects.

Automate your marketing directly from your marketing assets (Marketing Hub only)

Keep your contacts interested after a form submission or opening a marketing email. Add automation directly from the forms or marketing email tool to automate follow-up processes to continue nurturing contacts after they engage with your content.

For example, you can create a ticket after a contact submits a form to track their interaction with your business, or add contacts who clicked a specific link in a marketing email to a static list.

You can also create simple workflows that execute multiple actions. For example, after submitting a form, you can create a task, then send a follow-up email to the contact. For more complex automation, you can use the workflows tool. 

• Use simple automation with forms 
• Use simple automation with marketing emails

Automate actions for your pipelines

Keep your sales, service, and other object pipelines organized with automation. From your pipeline settings, set up automation-based changes to a record’s stage. 

For example, you can create a task for the sales manager to follow up with a rep when a deal status changes to Closed Won or send an internal notification to your support team when a new ticket is created, ensuring no customer inquiry goes unanswered. 

You can also update the ticket status when an email is sent to or received from a customer, reducing the time your reps spend on administrative tasks.

• Set up deal pipeline automation
• Set up ticket pipeline automation
• Set up lead pipeline automation (Sales Hub Professional and Enterprise only)
• Set up custom object pipeline automation (Enterprise only)

Optimize your processes with automation (Marketing Hub, Sales Hub, Service Hub, and Operations Hub Professional and Enterprise only)

Use workflows to automate your marketing, sales, and services processes. For example, you can automate your marketing to keep engaged with prospects. You can also use workflows to:

• Trigger a birthday or anniversary marketing email 
• Countdown to an event or tradeshow 
• Assign leads to your sales team
• Automatically create records
• Add data to Google Sheets 

Workflows automatically enroll records based on the criteria set in the enrollment triggers. The workflow will then execute a series of actions on the enrolled record or associated records. You can use Breeze, HubSpot’s AI, to generate your workflow’s enrollment triggers and actions using prompts. 

When creating your workflow, edit the workflow's settings to control when workflow actions should execute, prevent specific records from enrolling, or set when to automatically unenroll other records.

Before turning on your workflow, you can test the workflow in the workflow editor. If your workflow is not behaving as expected, you can troubleshoot your workflow errors or enrollment issues.

• Create workflows 
• Set your workflow enrollment triggers
• Choose your workflow actions
• Use AI in workflows
• Manage workflow settings 
• Test your workflow
• Review your workflow performance from your workflow details page 
• Troubleshoot common workflow errors 

Join the HubSpot Community

To engage with other users and get more out of your HubSpot tools, join the HubSpot Community. You can see examples from peers, get tips and advice from experts, learn how to troubleshoot common issues, and submit feedback to the Product team. 

• Getting Started With the HubSpot Community
• Create your Community user account
• Introduce yourself on the Community welcome forum
• Get the latest updates from the Community newsletter

You can learn more about using the Community in this HubSpot Academy video lesson.