Navigate to Workflows
- In your HubSpot account, navigate to Automation > Workflows.
- In your HubSpot Sales Hub Professional account, navigate to Automation > Workflows.
Create a new workflow or edit an existing one
From the workflows dashboard, click Create workflow in the upper right or click the name of an existing workflow.
Name your workflow and select workflow type
On this screen, enter a name for your workflow at the top and select a workflow type. In this example, we'll select Start from scratch. When you're done, click Create workflow in the upper right.
Implement the first steps of your workflow
Please note: if your branch criteria will be based on a contact engaging with an asset from a previous action within the workflow (e.g., contacts opening an email that is sent in a previous action), it's important to add a delay before your branch to ensure that your contacts have time to engage with your assets before being evaluated by the branching logic.
Add if/then branch
Now that you've set your starting conditions and goal list, you can begin to identify where you'll want to use branching logic.
Select the plus icon in the desired step location where you want to begin your branch, then select Add if/then branch from the sidebar menu that appears.
For your if/then branch, set your criteria in the same way you would set your enrollment criteria at the start of the workflow.
This example criteria will look for any contacts that have a known value for the property Contact owner.
If 'Yes' or 'No'
Continue adding actions down the appropriate branches by clicking the plus icon to add an action under the Yes branch or under the No branch.
In the example below you'll see that, if the contact enrolled in this workflow has a known value for Last email click date, their Lifecycle stage contact property will be set to Marketing Qualified Lead. If they don't have a value for Last email click date, then their Lifecycle stage contact property will be set to Lead.
After you've set up your workflow with your branching logic, click Review in the upper right-hand corner to review your workflow steps. Click Activate to turn your workflow on.