Skip to content

Use contact-based workflow actions in other workflow types (BETA)

Last updated: January 22, 2025

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

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

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. 
           

 

      • 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 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. 
           

    •  
      • 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
  • Continue setting up your workflow action. 
  • At the top, click Save.
Was this article helpful?
This form is used for documentation feedback only. Learn how to get help with HubSpot.