How do I create a workflow in HubSpot?
- Grace Everwood |
- 0 step |
- 12 seconds
Go to [https://hubspot.com](https://hubspot.com)
Click the "Create workflow" button.
Select the type of workflow you want to create.
Enter a name for the workflow in the "Name your workflow" field.
Select the trigger for the workflow in the "When should this workflow trigger?" field.
Select the enrollment criteria for the workflow in the "Who should be enrolled in this workflow?" field.
Click the "Add action" button to add an action to the workflow.
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Select the action you want to add from the dropdown menu.
Configure the action by filling out the fields.
Click the "Save" button.
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Click the "Activate" button to activate the workflow.
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