HubSpot Workflows
HubSpot workflows are the automation engine on Professional and Enterprise plans. A workflow enrolls records that meet a trigger, then runs actions automatically — send emails, set properties, create tasks, rotate leads, branch on logic. Workflow types include contact-, company-, deal-, ticket- and quote-based.
Key takeaways
- Workflows = an enrollment trigger plus actions, run automatically on qualifying records.
- Use them for nurturing, routing, data hygiene, internal alerts and more.
- Available on Professional and Enterprise tiers.
How a workflow works
- Enrollment trigger — the conditions that pull a record in.
- Actions — emails, property updates, tasks, notifications, rotations.
- Branches — if/then logic to send records down different paths.
- Goals — an outcome that un-enrolls a record once met.
Workflows vs sequences
Workflows are bulk, behind-the-scenes automation across many records. Sequences are one-to-one sales outreach a rep enrolls a contact in, with steps that pause when the contact replies. Use workflows for marketing and ops automation, sequences for personal sales follow-up.
Frequently asked questions
What's the difference between workflows and sequences in HubSpot?
Workflows are scalable, automated processes across many records; sequences are personal, one-to-one sales outreach enrolled by a rep. Different tools for different jobs.
What plans include HubSpot workflows?
Workflows are available on Professional and Enterprise tiers of HubSpot's hubs; Starter and free plans have more limited automation.
What can a HubSpot workflow do?
Send emails, set or copy property values, create tasks and deals, rotate leads to owners, send internal notifications, branch on logic and trigger webhooks, among other actions.
Related service: Build HubSpot workflows with Superwork