BetaUse campaigns with workflows

Create campaign-based workflows to automate based on campaign-level data such as budget, revenue, and more. You can also set influenced contact event enrollment triggers to enroll a campaign's influenced contacts and automate your campaign processes.

Example use-cases

The following examples outline the different ways you can use campaigns with workflows:

• Trigger alerts when a campaign overspends its budget.
• Create tasks based on campaign owner or team.
• Use Edit record workflow action to update your campaign details.
• Automatically follow up with influenced contacts using a series of automated emails.

Create campaign-based workflows

1. In your HubSpot account, navigate to Automation > Workflows.
2. In the top right, click Create workflow and select From scratch.
3. In the left panel, click Trigger manually. 
4. Under Choose a type of record that can enroll, select Campaign. 
5. Continue setting up your workflow.

Enroll influenced contacts in workflows

1. In your HubSpot account, navigate to Automation > Workflows.
2. In the top right, click Create workflow and select From scratch.
3. In the left panel, search for and select Campaign Influence.
    

4. To add additional criteria to refine by specific campaigns or assets, within the trigger group, click + Add Criteria. Then, set up your additional criteria. 
5. At the top, click Next. 
6. Continue setting up your event enrollment criteria.