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Create workflows
Learn how to create workflows in HubSpot to automated your marketing, sales, and service processes. Create workflows to send marketing emails, follow up on sales tasks, and manage ticket status.
BetaUse AI in workflows
Learn how to use AI assistants to generate workflow enrollment triggers and actions using prompts
Organize your workflows
Learn how to organize workflows by managing your workflow tables and grouping your workflows into folders.
Delete and restore workflows
Learn how to delete workflows and and restore previously deleted workflow. Workflows can be restored within 90 days of deletion, and will be restored as new, inactive workflows.
Use branches in workflows
Learn how to use if/then and value equals branches in workflows to direct enrolled records down multiple paths based on set conditions.
Create records with workflows
This article will show you how to automate the process of creating a new record using a workflow
Turn off workflows
Learn how to turn off a workflow and the impact on objects that are active in the workflow when it is turned off
Edit records using workflows
Learn how to update your records with workflows using the edit records action.
Create Todoist tasks with workflows
Learn how to create Todoist tasks with HubSpot workflows.
Manage your unused workflows
Learn how to view and manage your account's unused workflows. This includes workflows that are turned off or haven't executed any actions in the last 90 days.