Get started with workflows

Last updated: November 19, 2019

Applies to:

Marketing Hub  Professional, Enterprise
Sales Hub  Professional, Enterprise
Service Hub  Professional, Enterprise

The workflows tool automates your sales and marketing efforts as well as your internal processes.

This guide provides a list of articles to get you started with workflows. For further reading, you can explore some of the ways current HubSpot users work with workflows on the Community. HubSpot's Academy also offers lessons and courses on the workflows tool, such as the Creating a Lead Nurturing Workflow lesson.

Workflow types are available for the following subscriptions:

  • Ticket workflows: Service Hub Professional and Enterprise
  • Deal workflows: Sales Hub Professional and Enterprise
  • Quote workflows: Sales Hub Enterprise
  • Contact and company workflows: all Professional and Enterprise.

Contact-based workflows

Articles specific to contact-based workflows.

Company, deal, quote, and ticket-based workflows

Articles specific to company, deal, quote, and ticket-based workflows.

Using workflows

Articles to help you with all types of workflows.