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Understand workflow object types

Last updated: February 9, 2026

Available with any of the following subscriptions, except where noted:

Select from the listed workflow object types when creating a workflow. When deciding which object type to use, you can review example use cases. It is also recommended to use the workflow template library and use workflow templates or refer to the community workflow library to review the different ways you can automate your processes in HubSpot.

Workflow object types

When creating workflows, depending on your subscription, you can select from the following object types:

Available for all subscriptions listed above Additional subscriptions required
  • Contacts
  • Companies
  • Deals
  • Conversations
  • Subscriptions
  • Payments
  • Projects
  • Invoices
  • Goals
  • Users
  • Tasks
  • Calls
  • Media
  • Campaigns (Marketing Hub Professional or Enterprise) (BETA)
  • Custom objects (Enterprise only)
  • Feedback submissions (Service Hub Professional or Enterprise)
  • Leads (Sales Hub Professional or Enterprise)
  • Quotes
  • Tickets (Service Hub Professional or Enterprise)

Example use cases

The following examples outline the different ways you can use workflows to automate your processes. For more examples, you can review the workflow template library and use workflow templates to streamline your automation process. It is also recommended to use the community workflow library for ideas when setting up workflows.

  • Contact-based workflows: 
    • Create a new deal when a contact submits a quote-request form.
    • Create a nurturing email flow when a contact submits a form on a CTA. 
    • Update a contact's lifecycle stage and properties based on interactions with your content. 
    • Updated an external Google sheet based when a contact submits any form. 
  • Company-based workflows: 
    • Update property values based on associated contact records.
    • Start tracking intent signals when company becomes a target account. 
    • Populate company data using agent actions. 
  • Deal-based workflows:
    • Create tasks based on your deal stage. 
    • Notify specific users when a deal moves into a specific deal stage. 

  • Campaign based 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.
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