Navigate to Workflows
- In your HubSpot Marketing Professional or Enterprise account, navigate to Contacts > Workflows.
- In your HubSpot Sales Professional account, navigate to Sales Tools > Workflows.
Create new workflow
Click Create workflow in the upper right-hand corner.
Name your workflow and select workflow type
In the next window, type the name of your workflow. In this example, select Start from scratch as the workflow type, then choose Create workflow.
Set up your enrollment triggers
Set your enrollment triggers by clicking Set enrollment triggers in the center of the workflow. The enrollment triggers in this example workflow will only enroll contacts who meet the following set of rules: their HubSpot score is between 10 and 30, and their Lifecycle stage is not equal to Customer.
Add an action
Now that you have your workflow enrollment triggers set up, click the + icon to add an action to the workflow, then choose Set contact property value.
From the Contact property dropdown menu, select Lifecycle stage. From the Enter new property value dropdown menu, select Marketing Qualified Lead. Click Save.
Apply workflow settings
In the workflow’s settings, you’ll find a variety of settings you can use to change how your workflow functions. Refer to the documentation on workflow settings to get more information about which settings to choose.
Once you’ve selected the settings you’d like to apply, save your workflow again by clicking Save settings at the bottom.
At the top right, toggle the active status switch to ON. Because we have selected to enroll the list's existing contacts, you will see a prompt confirming that you'd like to enroll the contacts already on your smart list: select OK. Once activated, you should see the activate toggle turn green, and because we enrolled the list's existing contacts, you'll also see a success message in the bottom right that those contacts were successfully enrolled.
All non-customer contacts with a score of 10 - 30 will be updated to a lifecycle stage of Marketing Qualified Lead.
Repeat above steps for Sales Qualified Leads
Since the first set of enrollment triggers was to set up to enroll contacts with HubSpot scores between 10 and 30 and set their lifecycle stage to Marketing Qualified Lead, the Sales Qualified Lead workflow should look to pull in contacts with HubSpot scores greater than 30.
Once the contacts are enrolled in the Sales Qualified Lead workflow, you can add an action to set their contact property Lifecycle stage to Sales Qualified Lead. Remember to also add enrollment triggers to not enroll any contacts that are already customers.
You can continue to build out your automation to meet the needs of your business. Once you have a better idea of your most qualified leads, you’ll want to continue engaging them and add contextual content to get them closer to closing as customers. You may want to check the health of your workflow to make sure that contacts successfully enrolled.