Understand workflow object types

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:

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.

• Quote-based workflows: 

  • Trigger an email or in-app notification when a prospect views a quote.
  • Send automated emails to follow up when a quote hasn’t been opened.
  • Send an automated email when a quote is signed.
    
• Meeting-based workflows: 
  • Set up a workflow to automatically update a deal stage after a meeting.
  • Set up a workflow to create a deal record anytime a demo meeting is booked. Then, automatically assign the deal to the meeting owner.
  • Use the Edit record action to update meeting details such as the Meeting Outcome from Scheduled to Completed.

Set specific workflow object types 

When creating a workflow from scratch, it is generally recommended to set up your triggers first. However, there are instances where you may want to select your workflow's enrollment object type first. For example, you may want to create a contact or company-based workflow, then set any relevant triggers after.

Please note: after you select your workflow record type, you will not be able to change the workflow type.

1. In your HubSpot account, click More, then navigate to Automation > Workflows. If More doesn't appear in your account, navigate to Automation > Workflows directly.
2. In the top right, click Create workflow and select From scratch. 
   
3. At the bottom of the left panel, click Skip trigger and choose eligible records.
   
   

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4. Under the Choose a type of record that can enroll field, locate and select the desired object type for your enrolled records.
   • For example, to create a contact-based workflow, select Contact. 
   • After you select your workflow record type, you will not be able to change the workflow type.
   • In the right panel, the enrollment trigger card will display Trigger enrollment for [object-type].
5. At the top, click Save and continue. 
6. Continue setting up your workflow.