Automate and Simplify Marketing with Hubspot Workflows

Hubspot is one of the most powerful marketing tools for businesses planning to scale their marketing activities. The tool offers several features for marketers to automate repetitive tasks, maintain efficiency and personalize buying experience for leads and customers. For instance, the tool helps marketing and sales personnel to understand several factors such as engagement of leads with the website, content views and intel collected from them and automatically personalize the journey buyers take.

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What is Hubspot Workflow?

HubSpot workflow is an automation tool to automate marketing processes beyond email, so you can scale your growth and spend less time on repetitive tasks.

Hubspot Workflows benefits businesses in several ways:

  1. Automate repetitive marketing activities
  2. Be timely, efficient and targeted in your marketing approach.
  3. Nurture leads in their buying journey
  4. Engage and delight existing customers
  5. Convert customers into Evangelists
  6. Create personalized experiences for your contacts

Workflow creation starts with setting the enrollment criteria to enroll objects automatically or manually into the workflows. You can also use Boolean logics and conditional branches to segment your workflow audience and personalize your messaging. By default, objects are only enrolled in workflows the first time they meet the workflow enrollment triggers or are enrolled manually. However, you can use re-enrollment triggers to allow objects to be re-enrolled in your workflows and to perform marketing tasks. You'll see a quick aggregate summary of your Workflows metrics and several graphs detailing email engagement rates and contact churn. This tool is helpful when

  1. You have a steady flow of leads.
  2. Your content strategy is mapped to buyer’s journey.
  3. It is necessary to automate mundane tasks and to focus on important tasks.
  4. It is necessary to automate mundane tasks and to focus on important tasks.


Hubspot offers several pre-defined workflow templates to start with, or you can define a custom workflow from scratch using the Visual Editor. Available workflow types when you start from scratch are:

  • Contact-based workflows
  • Company-based workflows
  • Deal-based workflows
  • Ticket-based workflows
  • Quote-based workflows

The visual editor makes it easy to envision workflows in real time – whether you are building simple follow-up campaigns or complex, multi-stage journeys with multiple branches. Before you activate the workflows, you can also test the workflows internally using the Test feature to understand how a specific record goes once enrolled into the workflow. Every workflow you build can be tied to a specific goal such as nurturing leads, updating existing information, welcoming new subscribers, or creating internal tasks. You can navigate to “Performance” tab in the workflows to track the performance of your workflow goals.


Overall, Hubspot Workflows is a powerful tool to nurture leads, personalize your marketing experiences, automate marketing activities, enhance ROI, and save resources for businesses.

Ravi Jasti
Written by Ravi Jasti @7ravitejajasti

I create advanced digital marketing strategies for enterprises small and large.