Create and use action sets

Use actions sets to save and re-use a group of workflow actions. Action sets created in your account can be used by any user that has workflow permissions.

Before you get started

Before using action sets, note the following:

• Action sets are only available in workflows of the same type. For example, only actions sets created in a contact-based workflow will be available to use in other contact-based workflows.
• Data from the data panel can be used in an action set. However, if you've added a new source and used data from an associated object, that data cannot be used in the action set.

Create a action set

• In your HubSpot account, navigate to Automations > Workflows.
• Click the name of an existing workflow or create a new workflow.
• Set your enrollment triggers.
• Click the + plus icon to add an action.
• In the left panel, under Action sets, click Create action set.

• In the pop-up box, enter your action set name. Add an optional description.
• Select whether to Copy all actions from current workflow or Start from scratch.

• If you selected to start from scratch, in the left panel, search for and configure your workflow actions.
• When you've added all your actions, click Save and exit in the top right.
• In the left panel, click Save to add the action set to your workflow. Or, click Cancel to exit. 
• If you selected copy all actions from current workflow, a preview of the actions in your workflow will display. Add additional actions by clicking the + plus icon. Then click Save and exit in the top right.

Add an action set to a workflow

• In your HubSpot account, navigate to Automations > Workflows.
• Click the name of an existing workflow or create a new workflow.
• Set your enrollment triggers.
• Click the + plus icon to add an action.
• In the left panel, under Action sets, click [object] action sets.
• Click the name of the action set. Then, click Save to add it to your workflow.