Last updated: November 8, 2024
Available with any of the following subscriptions, except where noted:
Marketing Hub
Professional
,
Enterprise
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Sales Hub
Professional
,
Enterprise
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Service Hub
Professional
,
Enterprise
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Operations Hub
Professional
,
Enterprise
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Use task-based workflows to center your automation around tasks. For example, you can use a workflow to update a deal stage or send an internal notification after a specific task has been marked as closed, or create a task in Asana or another third-party tool when tasks are created in HubSpot.
- In your HubSpot account, navigate to Automations > Workflows.
- In the top right, click Create workflow.
- In the left panel, select Task-based.
- In the top right, click Next.
- Set up your enrollment criteria. Enroll tasks in the workflow based on task properties such as Task type or Task status. You can also enroll tasks based on the tasks' associated records.
- Continue setting up your workflow.
