Back to Hubspot
How to Create and Use Automated Contact Workflows in Hubspot
Welcome to our guide on creating and using contact workflows for automation in HubSpot. Streamline your marketing and sales processes with powerful automation. In this guide, we'll show you how to design effective workflows to nurture leads and engage customers seamlessly.
1
Configure Your Email Settings
1
Log in to your HubSpot account and go to Settings.
2
On the left-hand side, scroll down and click on Marketing > Email.
3
Enter your business address in the Footer Address section.
4
Customize your email branding and preview your email to see how it looks. Make adjustments as needed.
2
Review Email settings
1
Review the options for double opt-in, re-subscription emails, and compliance emails. Adjust according to your preferences.
3
Create a Workflow
1
In your HubSpot account, go to Automation > Workflows.
2
Click on "Create Workflow."
3
Choose the type of workflow you want to create: Contact-based, Company-based, Deal-based, or Ticket-based.
4
Start from scratch and click on "Next."
4
Set Enrollment Triggers
1
In the Workflow Editor, click on "Set enrollment triggers."
2
Choose a trigger for your workflow, such as form submissions or contact property changes.
3
Select the specific form or contact property you want to trigger the workflow.
4
Click "Apply filter."
5
Add Actions to Your Workflow
1
Add actions to your workflow, such as sending an email or waiting for a specific amount of time.
2
Click on "Send email" and either create a new email or select an existing one.
3
Customize your email with contact tokens and personalize it based on the contact's information.
4
Save your email.
6
Name Your Workflow and Review Settings
1
Name your workflow and click on "Settings."
2
Choose whether the workflow should execute at specific times or anytime.
7
Review and Turn on Your Workflow
1
Click on "Review" and check that everything looks good.
2
Decide whether to enroll contacts who previously met the trigger criteria.
3
Turn on your workflow.
Congratulations! You've successfully learned how to create and use contact workflows for automation in HubSpot. By implementing efficient workflows, you can automate lead nurturing, deliver personalized content, and enhance customer experiences. Continuously monitor and optimize your workflows to achieve better results and drive growth. Happy automating!
CRM
How to Import and Export Contacts into HubSpot CRM
CRM
How to Import and Export Contacts in HubSpot
CRM
How to Organize and Manage Contact Properties
CRM
How to Use Lists for Contact Segmentation in HubSpot
CRM
How to Set Up and Utilize Contact Scoring in HubSpot
CRM
How to Merge Duplicate Contacts in HubSpot
CRM
How to Track and Analyze Contact Engagement in HubSpot
CRM
Managing Contact Communications and Subscriptions in Hubspot
CRM
How to Integrate HubSpot with External CRM Systems
CRM
How to Leverage HubSpot GDPR Features for Contact Management
