Connect workflow if/then branches using Go to other action

Last updated: March 8, 2021

Applies to:

Marketing Hub  Professional, Enterprise
Sales Hub  Professional, Enterprise
Service Hub  Professional, Enterprise

You can connect if/then branches with the Go to other action action to streamline your workflow building process, especially for workflows with multiple if/then branches.

To set up a Go to other action action:

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of an existing workflow, or create a new workflow by clicking Create workflow.
  • Within an if/then branch, click the plus icon +.

  • In the right panel, select Go to other action

  • Select another action in the workflow to connect to. You can only select actions in other if/then branches. This prevents workflow loops. Actions that are not available for selection will be greyed out. 
  • In the Save this connection? dialog box, click Done to connect the actions.
  • A dashed arrow will appear showing the connected actions. Now when a record gets to the Go to other action step, they will be sent to the connected action.
  • To edit a connection, click the Go to other action action:
    • To change where records will be sent, click Change.
    • To delete the connection, click Delete.
    • To keep the connection where it is, click Cancel.