How to create a Workflow in Hubspot | Scribe

    How to create a Workflow in Hubspot

    • Olivia Treanor |
    • 9 steps |
    • 40 seconds
    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