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How to create a Workflow in Hubspot
Olivia Treanor |
0 step |
40 seconds
HubSpot
Navigate to [https://app.hubspot.com/reports-dashboard/5004810/view/9092554](https://app.hubspot.com/reports-dashboard/5004810/view/9092554)
Click "Automation"
Click "Workflows"
Click "Create workflow" on the top right-hand side of the screen
Click "From scratch" or "From Template' depending on preference
Select an option from the left-hand side of the screen depending on how you would like to trigger your workflow.
Click "Blank workflow" to create a blank workflow canvas or select from the other three objects.
Click "Next" at the top right of your screen after selecting how you want your workflow to start
Click "Set up triggers" to choose your trigger that initiates your workflow
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