Last updated: October 23, 2024
Available with any of the following subscriptions, except where noted:
Marketing Hub
Professional
,
Enterprise
|
Sales Hub
Professional
,
Enterprise
|
Service Hub
Professional
,
Enterprise
|
Operations Hub
Professional
,
Enterprise
|
You can connect 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 branches. This prevents workflow loops. Actions that are not available for selection will be greyed out.
- In the dialog box, click Done to connect the actions.
- A dashed arrow will appear showing the connected actions.
- When a record reaches the Go to action, it will be sent to the connected action.
- To edit the Go to action, click the action. You will be directed to the editor to select another action in the workflow to connect to.
