Create workflows from scratch

When creating a workflow from scratch, instead of selecting the object type first, you can select the enrollment triggers you want to use.

After selecting the enrollment trigger, the object type may be set automatically if it applies to only one object type. For example, if a form submission trigger is set, the workflow type will be automatically set to a contact-based workflow.

Alternatively, if the selected trigger applies to multiple object types, you'll be prompted to choose a specific object.

To create a workflow from scratch:

• In your HubSpot account, navigate to Automation > Workflows. 
• In the upper right, click Create workflow > From scratch.
• To only manually enroll records:
  • In the left panel, click Manual enrollment only. 
  • Click the Choose a type of record that can enroll dropdown menu and select a record type. 
  • At the bottom, click Save and continue. Learn more about manually enrolling records in a workflow. 
     

• To trigger a workflow based on a set frequency:
  • In the left panel, click On a schedule. 
  • Click the Enroll dropdown menu and select a record type. 
  • Click the Frequency dropdown menu and select Once, Annually, Monthly, Weekly, or Daily. Then, set up your additional frequency details such as time of day, date, and more. 
  • At the bottom, click Next. 
  • Click + Add condition to set filter criteria to define the records that you would like to enroll in the workflow. On each scheduled date and time, all records that meet this criteria will enroll and go through the workflow. 
  • At the bottom, click Save and continue. Learn more about setting 'Based on a schedule' workflow enrollment triggers.
     

• To select from a range of enrollment triggers, in the left panel, click to expand the following sections then select a trigger. 
  • Data: select from enrollment triggers related to record data. For example, if a property value changes on a record, if there are changes to a record's list membership, or more. Similar to the When a filter criteria is met trigger in existing workflows, you can use the Met filter conditions option to set the same kind of enrollment triggers. 
  • Communication: select from enrollment triggers related to communication with the record. For example, enroll records based on ad interactions, calls, form submissions, and more. 
  • Automation: select from enrollment triggers related to workflow or sequence automations. For example, enroll records that have completed a specific sequence, achieved a workflow goal, and more. 
  • Advanced: select from enrollment triggers that require custom configuration, such as webhooks from external apps. 
     

• Continue setting up your workflow.

After setting up your enrollment triggers, moving forward, the workflow will be set to that specific object type and cannot be changed. Instead of selecting from a range of enrollment triggers, you will be able to set up your enrollment triggers based on that object type.