Use a workflow to automate the process of creating a new record in HubSpot and reduce administrative processes for you and your team. Using theCreate recordaction, you can create records for the following object types:
When creating records with workflows, keep the following in mind:
When creating records of the same type as the workflow, be sure that the newly created record doesn't meet the enrollment triggers for the workflow. Otherwise, you could create an infinite loop where newly created records endlessly create new records.
An email address is required to create contact records with a workflow. It's recommended to use a personalization token to insert a value from the enrolled record. For example, if you have a referral form on your website, you can use the value from the referral property to create a new contact record.
To create custom object records with a workflow, the custom object must be associated with the workflow's object type. For example, if your custom object isn't associated with the contact object, you can't create custom object records in contact-based workflows. Learn more aboutdefining custom objects.
Create records with a workflow
In your HubSpot account, navigate to Automation > Workflows.