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What is a HubSpot workflow and how does it work?

What is a HubSpot workflow and how does it work?

A HubSpot workflow is an automated sequence of actions triggered by a specific event or set of conditions. Workflows are the engine of HubSpot's automation capability — they allow your business to respond to contact behaviour, move leads through the pipeline, send personalised communications, and update CRM data without manual intervention.How a workflow functions:1. Trigger: the condition that starts the workflow. This could be a form submission, a page view, a lifecycle stage change, a deal stage update, a specific date, or a custom property value being set.2. Enrolment criteria: additional filters that determine which contacts qualify for the workflow. For example, "form submitted AND country = Australia AND lifecycle stage = Lead."3. Actions: the sequence of things that happen after enrolment. Common actions include: send an email, create a task for a sales rep, update a contact property, move a deal to a new stage, add a contact to a list, send an internal notification, enrol in another workflow, or trigger a webhook to an external system.4. Timing: delays between actions. You might send a welcome email immediately, wait 3 days, send a follow-up, wait 7 days, then assign a call task if the contact has not replied.5. Branching logic: If/then branches allow workflows to take different paths based on contact behaviour. If a contact opened the first email, send them one sequence. If they did not, send them a different one.Common workflow use cases include lead nurture sequences, MQL qualification and routing to sales, post-enquiry follow-up automation, re-engagement campaigns for inactive contacts, and onboarding sequences for new customers.Workflows are available in HubSpot Professional and Enterprise tiers. Building them well requires a clear map of your customer journey and a disciplined naming and management system to prevent the workflow library from becoming unmanageable over time.ID Digital Agency designs and builds HubSpot automation workflows as part of our marketing automation service.


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