BetaUse contact-based workflow actions in other workflow types (BETA)
Last updated: January 22, 2025
Available with any of the following subscriptions, except where noted:
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When using contact-based workflow actions in other workflow types, you must add your contacts as a data source when setting up the action. Currently, this will only apply to the Set as marketing contact action.
For example, in a deal-based workflow, you can add a Set as marketing contact action to set contacts associated with the association label of decision-maker as marketing. Learn more about choosing your workflow actions.
- In your HubSpot account, navigate to Automations > Workflows.
- Click the name of the worklfow or create a new workflow.
- In the workflow editor, click the + plus icon.
- In the left panel, select your action. For example, you can select the Set marketing contact status action.
- Click the Contact dropdown menu and select + Add contact data source. When setting up your data source, you can refine the contacts using association labels, matching properties, or property values.
Please note:
- After creating and adding a data source, it is not possible to edit an existing data source. Instead, you can create a new data source.
- When setting up the a contact-based action in other workflow types, you can only update one contact at a time.
- In the right panel, configure the following:
- Name your data source: enter a name for your data source.
- Choose a record type: click the dropdown menu and select Contact.
- Refine which contact records to access: select how you'd like to refine the contacts used with the action.
- By association label: refine your contacts by association label. Learn more about association labels.
- Choose an association label: select the association label you'd like to refine by.
- Choose an association label: select the association label you'd like to refine by.
- By association label: refine your contacts by association label. Learn more about association labels.
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- By matching property: refine your contacts by matching property values. For example, in a deal-based workflow, you can refine only contacts where the Department property's value matches the Industry property's value of an enrolled deal.
- Select a property of contact records: select a contact property to match with the enrolled record.
- Select a property of the enrolled [object] to match: select a property belonging to the enrolled record.
- By matching property: refine your contacts by matching property values. For example, in a deal-based workflow, you can refine only contacts where the Department property's value matches the Industry property's value of an enrolled deal.
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- By property value: refine your contacts by specific property values. For example, you can choose only contacts where the Employment role property has a value of CFO.
- Select a property of contact records: select a contact property to refine by.
- Select a value to match: select or enter a property value, only contacts with the specific property value will be selected.
- By property value: refine your contacts by specific property values. For example, you can choose only contacts where the Employment role property has a value of CFO.
- Select the record based on: when setting up the a contact-based action in other workflow types, you can only update one contact at a time. Choose how you'd like to select the associated contact if more than one associated contact meets the association label, property matching, or property value
- You can choose from most recently updated, most recently created, and first created.
- If you've chosen to refine your contacts by association label, you can also select from first associated and most recently associated .
- Select the record based on: when setting up the a contact-based action in other workflow types, you can only update one contact at a time. Choose how you'd like to select the associated contact if more than one associated contact meets the association label, property matching, or property value
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- Continue setting up your workflow action.
- At the top, click Save.
Workflows
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