How to create a Workflow in Hubspot | Scribe

How to create a Workflow in Hubspot

  • Olivia Treanor |
  • 9 steps |
  • 40 seconds
  • HubSpotHubSpot
1
Navigate to [https://app.hubspot.com/reports-dashboard/5004810/view/9092554](https://app.hubspot.com/reports-dashboard/5004810/view/9092554)
2
Click "Automation"
3
Click "Workflows"
4
Click "Create workflow" on the top right-hand side of the screen
5
Click "From scratch" or "From Template' depending on preference
6
Select an option from the left-hand side of the screen depending on how you would like to trigger your workflow.
7
Click "Blank workflow" to create a blank workflow canvas or select from the other three objects.
8
Click "Next" at the top right of your screen after selecting how you want your workflow to start
9
Click "Set up triggers" to choose your trigger that initiates your workflow