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How to create a Workflow in Hubspot
This guide provides step-by-step instructions on how to create a Workflow in Hubspot. It is useful for anyone who wants to automate their marketing and sales processes, saving time and improving efficiency. The guide covers everything from accessing the Automation section to setting up triggers for your workflow.
Emeraldly Team
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0 step
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40 seconds
HubSpot
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Navigate to [https://app.hubspot.com/reports-dashboard/5004810/view/9092554](https://app.hubspot.com/reports-dashboard/5004810/view/9092554)
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Click "Automation"
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Click "Workflows"
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Click "Create workflow" on the top right-hand side of the screen
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Click "From scratch" or "From Template' depending on preference
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Select an option from the left-hand side of the screen depending on how you would like to trigger your workflow.
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Click "Blank workflow" to create a blank workflow canvas or select from the other three objects.
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Click "Next" at the top right of your screen after selecting how you want your workflow to start
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Click "Set up triggers" to choose your trigger that initiates your workflow
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