Lesson 2 | Creating a workflow

This lesson is about understanding the workflow interface.

HubSpot Video


Understanding the workflow interface

To get to your automations, navigate to HubSpot, then go to the Automation tab in the top nav bar and select "Workflows".

This will bring you to your workflow library, where you will be able to see what has been created and the performance of each flow.

On the left-hand panel, you can segment these workflows by the section they apply to i.e. contacts or deal. In the interface directly above the list, you can also filter these by “type” of workflow, i.e. active or fixed date, or by the user that created them on the button on the left. 

On the right-hand side you can search for a particular workflow and export if required.


Creating your workflow

Before you begin, take 10 mins and think about what the aim of your workflow is and what you want it to accomplish. In the following example, we will create a workflow for a guide follow up, but with your personal example, plot this out using a workflow tool such as Draw.io and plan how it will work with the rest of your processes.

Firstly, navigate to the top of the screen and name your workflow. Next, to create a workflow, click on the "Create Workflow" button top right. this will bring you to the automation workflow creator. On the left you will be able to select what you want to base the workflow on: contacts, companies, deals, support tickets or quotes. This will be what you trigger the workflow from. There is also a tab which has several templates that can be used, however we recommend that you use a blank template to allow you to have full control over aligning the automation to your specifications.

On the right interface, you can select between three types of trigger: time triggers, blank template, and centre on a date for actions that are to be based around a webinar. For example, use the centre on a date property for actions that are to centre around a date unique to a contact or company, such as a contact's birthday. Again, we recommend that you choose 'blank template' to give you full control over the process.