Create workflows

<!doctype html><html lang="en"><head> <meta charset="utf-8"> <title>Create workflows</title> <link rel="shortcut icon" href="https://knowledge.hubspot.com/hubfs/HubSpot_Logos/HubSpot-Inversed-Favicon.png"> <meta name="description" content="Learn how to create workflows in HubSpot to automated your marketing, sales, and service processes. Create workflows to send marketing emails, follow up on sales tasks, and manage ticket status."> <meta name="viewport" content="width=device-width, initial-scale=1"> <meta property="og:description" content="Learn how to create workflows in HubSpot to automated your marketing, sales, and service processes. Create workflows to send marketing emails, follow up on sales tasks, and manage ticket status."> <meta property="og:title" content="Create workflows"> <meta name="twitter:description" content="Learn how to create workflows in HubSpot to automated your marketing, sales, and service processes. Create workflows to send marketing emails, follow up on sales tasks, and manage ticket status."> <meta name="twitter:title" content="Create workflows"> <style> a.cta_button{-moz-box-sizing:content-box !important;-webkit-box-sizing:content-box !important;box-sizing:content-box !important;vertical-align:middle}.hs-breadcrumb-menu{list-style-type:none;margin:0px 0px 0px 0px;padding:0px 0px 0px 0px}.hs-breadcrumb-menu-item{float:left;padding:10px 0px 10px 10px}.hs-breadcrumb-menu-divider:before{content:'›';padding-left:10px}.hs-featured-image-link{border:0}.hs-featured-image{float:right;margin:0 0 20px 20px;max-width:50%}@media (max-width: 568px){.hs-featured-image{float:none;margin:0;width:100%;max-width:100%}}.hs-screen-reader-text{clip:rect(1px, 1px, 1px, 1px);height:1px;overflow:hidden;position:absolute !important;width:1px} </style> <link rel="stylesheet" href="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/template_assets/35770062229/1709744546280/Knowledge/Stylesheets/kb-article.min.css"> <link rel="stylesheet" href="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/template_assets/82342657873/1681922229488/Knowledge/Stylesheets/a11y.min.css"> <link rel="stylesheet" href="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/template_assets/24970506845/1687450590578/Knowledge/Stylesheets/Components/_layout.min.css"> <link rel="stylesheet" href="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/template_assets/23435881045/1727715917841/Knowledge/Stylesheets/Components/_base.min.css"> <link rel="stylesheet" href="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/template_assets/23375212114/1696885777790/Knowledge/Stylesheets/Components/_form-search.min.css"> <link rel="stylesheet" href="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/template_assets/9075588180/1681922224964/Knowledge/Stylesheets/Components/_buttons.min.css"> <link rel="stylesheet" href="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/template_assets/103790493086/1696868781565/Knowledge/Stylesheets/Components/_autocomplete.min.css"> <link rel="stylesheet" href="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/module_assets/28762968831/1730301756525/module_28762968831_Self_Service_Header.min.css"> <link rel="stylesheet" href="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/module_assets/27237248932/1730301754373/module_27237248932_Knowledge_Nav_Mar2020.min.css"> <link rel="stylesheet" href="https://knowledge.hubspot.com/hs-fs/hubfs/hub_generated/module_assets/1/27867764010/1738784482253/module_Support_Announcements_V2.min.css"> <link rel="stylesheet" href="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/template_assets/22929986078/1593536427283/Knowledge/Stylesheets/Components/_breadcrumbs.css"> <link rel="stylesheet" href="https://knowledge.hubspot.com/hs-fs/hubfs/hub_generated/module_assets/1/35770486813/1738784477438/module_Breadcrumbs.min.css"> <link rel="stylesheet" href="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/module_assets/75180171821/1730301756749/module_75180171821_adblocker-warning.min.css"> <style> .article-key-wrapper { float: right; width: 100%; margin-bottom: 18px; padding: 16px 24px; box-shadow: 0 1px 5px 0 rgba(45, 62, 80, 0.12); border: 1px solid #dfe3eb; border-radius: 3px; background-color: #fcfeff; } .article-key-wrapper h4.in-beta { text-align: center; background: rgba(0,77,128,.0392157) ; color: #33475b ; margin: 0; text-transform: uppercase ; border: 1px #dfe3eb solid; border-bottom: 0; } .article-key { width: 100%; } .article-key td a { text-decoration: none; color: #33475b; font-size: 1rem; font-weight: 600; align-items: center; } .article-key td a.category { font-weight: 300; } .article-key td span { font-weight: 300; font-style: italic; color: #33475b; } .article-key td a:hover { text-decoration: underline; } .body-container img.article-key__hub-icon { margin: 0 8px 0 0; } .article-key td { padding: 0; vertical-align: top; color: #9a9898; border: none; display: flex; } .article-key tr td:nth-child(even) { color: #4a5c68; font-weight: 400; } .article-key-wrapper h4.in-beta { text-align: center; background: #fdf5d9; color: #555; margin: 0; text-transform: initial; } .article-key-wrapper h4.in-beta a { text-transform: uppercase; color: #fff; } .article-key-wrapper h4 i { margin-right: .5em } table.article-key { margin-bottom: 0; } div.article-key-header { border: 0; border-style: solid; border-color: #dfe3eb; border-style: solid; outline: 0; } table.article-key tr:first-child td { padding-top: 6px; } table.article-key tr:last-child td { padding-bottom: 6px; } .article-key-wrapper h4 { font-size: 1rem; font-weight: 300; margin-bottom: 6px; } .beta-badge { font-size: 0.625rem; background-color: #6A78D1; padding: 4px 6px; border-radius: 3px; color: white; margin-right: 10px; text-transform: uppercase; vertical-align: middle; } .article-key td a span.article-key__all-products { font-style: normal; } </style> <link rel="stylesheet" href="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/template_assets/26880948358/1681922227694/Knowledge/Stylesheets/Components/_loader.min.css"> <link rel="stylesheet" href="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/module_assets/158601383022/1730301755162/module_158601383022_Lightbox.min.css"> <link rel="stylesheet" href="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/module_assets/69201365528/1730301752801/module_69201365528_KB_Article_Rating.min.css"> <link rel="stylesheet" href="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/module_assets/121870956699/1730301750793/module_121870956699_Article_search.min.css"> <link rel="stylesheet" href="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/template_assets/11295237615/1695113858831/Knowledge/Stylesheets/Components/_nav.min.css"> <link rel="stylesheet" href="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/module_assets/11295237721/1730301757031/module_11295237721_toc.min.css"> <link rel="stylesheet" href="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/template_assets/35260305271/1661783957973/Knowledge/Stylesheets/Components/_badges.min.css"> <link rel="stylesheet" href="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/module_assets/34035461660/1730301764769/module_34035461660_Related_Content.min.css"> <link rel="stylesheet" href="https://knowledge.hubspot.com/hs-fs/hubfs/hub_generated/module_assets/1/26275571877/1738784479605/module_Knowledge_Footer_2020.min.css">  <meta class="swiftype" name="meta-description" data-type="text" content="Learn how to create workflows in HubSpot to automated your marketing, sales, and service processes. Create workflows to send marketing emails, follow up on sales tasks, and manage ticket status."> <meta class="swiftype" name="last-updated" data-type="date" content="2025-02-12">  <script defer src="https://knowledge.hubspot.com/wt-assets/static-files/compliance/index.js" type="text/javascript" data-gtm-id="GTM-TJRZNKS" nonce="j1HZWAsZunX/nX5GUU4HCw=="></script>  <meta name="google-site-verification" content="agjRbPgbJFcpNPyjr7sWOBqw3vuz9W0ZXgUOPcbubnQ"> <meta property="og:image" content="https://knowledge.hubspot.com/hubfs/hubspot_knowledge_base_logo.jpg"> <meta property="og:image:width" content="667"> <meta property="og:image:height" content="226"> <meta name="twitter:image" content="https://knowledge.hubspot.com/hubfs/hubspot_knowledge_base_logo.jpg"> <meta property="og:url" content="https://knowledge.hubspot.com/workflows/create-workflows"> <meta name="twitter:card" content="summary_large_image"> <link rel="canonical" href="https://knowledge.hubspot.com/workflows/create-workflows"> <meta property="og:type" content="article"> <link rel="alternate" type="application/rss+xml" href="https://knowledge.hubspot.com/rss.xml"> <meta name="twitter:domain" content="knowledge.hubspot.com"> <script src="//platform.linkedin.com/in.js" type="text/javascript" nonce="j1HZWAsZunX/nX5GUU4HCw=="> lang: en_US </script> <meta http-equiv="content-language" content="en"> <meta property="og:image" content="https://knowledge.hubspot.com/hubfs/hubspot_knowledge_base_logo.jpg"> <meta property="og:image:width" content="667"> <meta property="og:image:height" content="226"> <meta name="twitter:image" content="https://knowledge.hubspot.com/hubfs/hubspot_knowledge_base_logo.jpg"> <meta name="generator" content="HubSpot"></head> <body> <div class="body-wrapper hs-content-id-6088714729 hs-blog-post hs-content-path-workflows-create-workflows hs-content-name-create-workflows hs-blog-name-hubspot-knowledge-base hs-blog-id-3345520891"> <div data-global-resource-path="Knowledge/Templates/Partials/kb-header.html"> <a href="#kb-main-content" class="kb--header-skiplink">Skip to content</a> <div id="hs_cos_wrapper_Knowledge_Utility_Nav" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="self-service-header-module"> <div class="self-service-header-wrapper template-centered"> <nav class="self-service-header"> <div class="header-group"> <div id="self-service-lang-switcher" class="lang-switcher"> <div class="main-link"> <button class="self-service-lang-switcher-button"> <span class="kb-icon kb-nav__globe-icon" aria-hidden="true"></span> <span class="lang-text">English</span> <span class="visually-hidden">: Select a language</span> <span class="kb-icon nav-item-arrow dropdown-caret" aria-hidden="true"></span> </button> </div> <ul id="ss-lang-switcher-list" class="lang-list"> <li class="lang ja "> <a id="ss-ja-link" href="/ja/workflows/create-workflows" lang="ja">日本語</a> </li> <li class="lang de "> <a id="ss-de-link" href="/de/workflows/create-workflows" lang="de">Deutsch</a> </li> <li class="lang nl "> <a id="ss-nl-link" href="/nl/workflows/create-workflows" lang="nl">Nederlands</a> </li> <li class="lang en hidden"> <a id="ss-en-link" href="/workflows/create-workflows" lang="en">English</a> </li> <li class="lang es "> <a id="ss-es-link" href="/es/workflows/create-workflows" lang="es">Español</a> </li> <li class="lang pt "> <a id="ss-pt-link" href="/pt/workflows/create-workflows" lang="pt">Português</a> </li> <li class="lang fr "> <a id="ss-fr-link" href="/fr/workflows/create-workflows" lang="fr">Français</a> </li> <li class="lang it "> <a id="ss-it-link" href="/it/workflows/create-workflows" lang="it">Italiano</a> </li> <li class="lang pl "> <a id="ss-pl-link" href="/pl/workflows/create-workflows" lang="pl">Polski</a> </li> <li class="lang fi "> <a id="ss-fi-link" href="/fi/workflows/create-workflows" lang="fi">Suomi</a> </li> <li class="lang sv "> <a id="ss-sv-link" href="/sv/workflows/create-workflows" lang="sv">Svenska</a> </li> <li class="lang zh-tw "> <a id="ss-zh-tw-link" href="/zh-tw/workflows/create-workflows" lang="zh-tw">中文 - 繁體</a> </li> <li class="lang no "> <a id="ss-no-link" href="/no/workflows/create-workflows" lang="no">Norsk</a> </li> <li class="lang da "> <a id="ss-da-link" href="/da/workflows/create-workflows" lang="da">Dansk</a> </li> </ul> </div> </div> <ul class="header-group"> <li> <a href="/" id="hsg-nav__logo" aria-label="HubSpot" class="logo-utility-nav"> <img id="hsg-nav__logo-mobile" loading="eager" class="hide" src="https://knowledge.hubspot.com/hubfs/assets/hubspot.com/global/Sprocket.svg" alt="HubSpot sprocket" width="32" height="32"> </a> </li> <li class="group-item search"> <form class="kb-search-control" id="self-service-search-form"> <input value="" name="q" id="self-service-search" class="form-control kb-form__control kb-search-control__input kb-page-open" placeholder="Search the Knowledge Base" data-ph="Search the Knowledge Base" autocomplete="off"> </form> </li> <li class="group-item login"> <a class="self-service-login" data-logged-in-text="done" data-logged-in-href="//app.hubspot.com/home" href="//app.hubspot.com/home">Go to my account</a> </li> <li class="group-item hubspot-demo-cta"> <a class="self-service-cta self-service-cta-primary" href="https://offers.hubspot.com/crm-platform-demo?hubs_signup-url=knowledge.hubspot.com&hubs_signup-cta=kb">Get a demo</a> </li> <li class="group-item hubspot-product-cta"> <a class="self-service-cta self-service-cta-secondary" href="https://app.hubspot.com/signup-hubspot/crm?hubs_signup-url=https%3A%2F%2Fknowledge.hubspot.com&hubs_signup-cta=kb-nav&step=existing_user">Get started free</a> </li> </ul> </nav> </div> </div></div> <div id="hs_cos_wrapper_Knowledge_Nav" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="kb--header-nav-group-outer-wrapper en">  <div class="kb--header-nav-group-inner-wrapper template-centered"> <div class="kb--header-nav-home-link-wrapper"> <button class="kb--header-nav-home-link"> <span class="kb--header-nav-left-arrow"></span> <span class="kb--header-nav-home-link-label">Home</span> </button> </div> <div class="kb--header-nav-logo-wrapper"> <a class="kb--header-nav-logo-link" href="https://knowledge.hubspot.com"> <img class="kb--header-nav-logo-image" src="https://knowledge.hubspot.com/hubfs/HubSpot_Logos/HSLogo_color.svg" alt="HubSpot"> <span class="kb--header-nav-logo-text"> Knowledge Base </span> </a> </div> <button class="kb--header-nav-menu-mobile-toggle-outer" aria-expanded="false"> <span class="visually-hidden">Menu</span> <span class="kb--header-nav-menu-mobile-toggle"> <span class="kb--header-nav-menu-mobile-toggle-label"></span> </span> </button> <div class="kb--header-nav-menu-wrapper"> <div class="kb--header-nav"> <ul class="kb--header-nav-level-0 kb--header-nav-items">  <li class="kb--header-nav-item"> <a class="kb--header-nav-link" href="https://help.hubspot.com" id="nav-help-center-url"> <span class="kb--header-nav-label" id="nav-help-center-label">Help Center</span> </a> </li>  <li class="kb--header-nav-item-has-children kb--header-nav-item"> <button class="kb--header-nav-link" aria-expanded="false"> <span class="kb--header-nav-label" id="nav-documentation-label">Documentation</span> <span class="kb--header-nav-item-arrow"></span> </button> <div class="kb--header-nav-child-outer-wrapper"> <div class="kb--header-nav-child-wrapper"> <ul class="kb--header-nav-level-1 kb--header-nav-child-items"> <li class="kb--header-nav-child-item"> <a class="kb--header-nav-child-link" href="https://knowledge.hubspot.com" id="nav-kb-url"> <span class="kb--header-nav-label" id="nav-kb-label">Knowledge Base</span> <span class="kb--header-nav-description" id="nav-kb-desc">Setup, how-to, and troubleshooting guides</span> </a> </li> <li class="kb--header-nav-child-item"> <a class="kb--header-nav-child-link" href="https://developers.hubspot.com" id="nav-developer-docs-url"> <span class="kb--header-nav-label" id="nav-developer-docs-label">Developer Documentation</span> <span class="kb--header-nav-description" id="nav-developer-docs-desc">Reference for API & CMS development</span> </a> </li> </ul> </div> </div> </li>  <li class="kb--header-nav-item-has-children kb--header-nav-item"> <button class="kb--header-nav-link" aria-expanded="false"> <span class="kb--header-nav-label" id="nav-training-label">Training</span> <span class="kb--header-nav-item-arrow"></span> </button> <div class="kb--header-nav-child-outer-wrapper"> <div class="kb--header-nav-child-wrapper"> <ul class="kb--header-nav-level-1 kb--header-nav-child-items"> <li class="kb--header-nav-child-item"> <a class="kb--header-nav-child-link" href="https://academy.hubspot.com/lessons" id="nav-academy-content-url"> <span class="kb--header-nav-label" id="nav-academy-content-label">Academy Content Library</span> <span class="kb--header-nav-description" id="nav-academy-content-desc">A complete library of Academy’s free online video lessons and certification courses.</span> </a> </li> <li class="kb--header-nav-child-item"> <a class="kb--header-nav-child-link" href="https://academy.hubspot.com/certification-overview" id="nav-academy-certification-url"> <span class="kb--header-nav-label" id="nav-academy-certification-label">Academy Certification Courses</span> <span class="kb--header-nav-description" id="nav-academy-certification-desc">A collection of lessons and practical exercises leading to an industry-recognized certification in HubSpot’s tools or strategy.</span> </a> </li> <li class="kb--header-nav-child-item"> <a class="kb--header-nav-child-link" href="https://www.hubspot.com/services/professional/classroom-training" id="nav-classroom-training-url"> <span class="kb--header-nav-label" id="nav-classroom-training-label">Classroom Training</span> <span class="kb--header-nav-description" id="nav-classroom-training-desc">Schedule in-person training for a hands-on and personalized HubSpot training experience.</span> </a> </li> </ul> </div> </div> </li>  <li class="kb--header-nav-item-has-children kb--header-nav-item"> <button class="kb--header-nav-link" aria-expanded="false"> <span class="kb--header-nav-label" id="nav-community-label">Community</span> <span class="kb--header-nav-item-arrow"></span> </button> <div class="kb--header-nav-child-outer-wrapper"> <div class="kb--header-nav-child-wrapper"> <ul class="kb--header-nav-level-1 kb--header-nav-child-items"> <li class="kb--header-nav-child-item"> <a class="kb--header-nav-child-link" href="https://community.hubspot.com/t5/Sales/ct-p/sales" id="nav-com-sales-url"> <span class="kb--header-nav-label" id="nav-com-sales-label">CRM & Sales Hub</span> <span class="kb--header-nav-description" id="nav-com-sales-desc">Ask and answer questions about using HubSpot’s CRM and Sales Hub.</span> </a> </li> <li class="kb--header-nav-child-item"> <a class="kb--header-nav-child-link" href="https://community.hubspot.com/t5/Marketing/ct-p/marketing" id="nav-com-marketing-url"> <span class="kb--header-nav-label" id="nav-com-marketing-label">Marketing Hub</span> <span class="kb--header-nav-description" id="nav-com-marketing-desc">Discuss and learn HubSpot’s marketing tools and inbound strategy.</span> </a> </li> <li class="kb--header-nav-child-item"> <a class="kb--header-nav-child-link" href="https://community.hubspot.com/t5/Service-Hub/ct-p/service_hub" id="nav-com-service-url"> <span class="kb--header-nav-label" id="nav-com-service-label">Service Hub</span> <span class="kb--header-nav-description" id="nav-com-service-desc">Learn about Service Hub and share your expertise.</span> </a> </li> <div class="kb--header-nav-separator"></div> <li class="kb--header-nav-child-item"> <a class="kb--header-nav-child-link" href="https://community.hubspot.com/t5/solutions/acceptedsolutionsleaderboardpage/node-display-id/community%3Amjmao93648/timerange/one_month" id="nav-experts-url"> <span class="kb--header-nav-label" id="nav-experts-label">Meet the Experts</span> <span class="kb--header-nav-description" id="nav-experts-desc">Learn how to get the most out of HubSpot from those who know it best.</span> </a> </li> <li class="kb--header-nav-child-item"> <a class="kb--header-nav-child-link" href="https://community.hubspot.com/t5/custom/page/page-id/ideaslandingpage" id="nav-ideas-url"> <span class="kb--header-nav-label" id="nav-ideas-label">Submit Ideas</span> <span class="kb--header-nav-description" id="nav-ideas-desc">Search, vote for, and submit ideas to improve the HubSpot platform.</span> </a> </li> <li class="kb--header-nav-child-item"> <a class="kb--header-nav-child-link" href="https://community.hubspot.com/t5/HubSpot-Developers/ct-p/developers" id="nav-hs-developers-url"> <span class="kb--header-nav-label" id="nav-hs-developers-label">HubSpot Developers</span> <span class="kb--header-nav-description" id="nav-hs-developers-desc">Ask questions and connect with users building on HubSpot.</span> </a> </li> <div class="kb--header-nav-separator"></div> <li class="kb--header-nav-child-item"> <a class="kb--header-nav-child-link" href="https://academy.hubspot.com/hubspot-user-groups" id="nav-hs-usergroups-url"> <span class="kb--header-nav-label" id="nav-hs-usergroups-label">HubSpot User Groups</span> <span class="kb--header-nav-description" id="nav-hs-usergroups-desc">Meet regularly with your local community of HubSpot users.</span> </a> </li> </ul> </div> </div> </li>  <li class="kb--header-nav-item-has-children kb--header-nav-item"> <button class="kb--header-nav-link" aria-expanded="false"> <span class="kb--header-nav-label" id="nav-blog-label">Blogs</span> <span class="kb--header-nav-item-arrow"></span> </button> <div class="kb--header-nav-child-outer-wrapper"> <div class="kb--header-nav-child-wrapper"> <ul class="kb--header-nav-level-1 kb--header-nav-child-items"> <li class="kb--header-nav-child-item"> <a class="kb--header-nav-child-link" href="https://blog.hubspot.com" id="nav-hs-blog-url"> <span class="kb--header-nav-label" id="nav-hs-blog-label">HubSpot Blog</span> <span class="kb--header-nav-description" id="nav-hs-blog-desc">Marketing, sales, agency, and customer success blog content.</span> </a> </li> <li class="kb--header-nav-child-item"> <a class="kb--header-nav-child-link" href="https://blog.hubspot.com/customers" id="nav-customer-blog-url"> <span class="kb--header-nav-label" id="nav-customer-blog-label">Customer Blog</span> <span class="kb--header-nav-description" id="nav-customer-blog-desc">Examples of how real customers use HubSpot for their business.</span> </a> </li> <li class="kb--header-nav-child-item"> <a class="kb--header-nav-child-link" href="https://www.hubspot.com/product-updates" id="nav-product-updates-url"> <span class="kb--header-nav-label" id="nav-product-updates-label">Product Updates Blog</span> <span class="kb--header-nav-description" id="nav-product-updates-desc">Updates on the latest releases from HubSpot’s Product team.</span> </a> </li> </ul> </div> </div> </li> </ul> </div> </div> </div> </div></div> <div id="hs_cos_wrapper_Support_Announcements_Banners" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div id="kb-alert" class="alert transparent"> </div> <script nonce="j1HZWAsZunX/nX5GUU4HCw=="> let userLang = "en"; // console.log(`user lang: ${userLang}`); const injectContent = (results) => { let promoBar = document.querySelector('#kb-alert'); results.forEach(result => { // console.log(result); if (result.message.length) { if (document.querySelector('#kb-alert.transparent')) { document.querySelector('#kb-alert.transparent').classList.remove('transparent'); } let messageWrapper = document.createElement('div'); messageWrapper.classList.add('hs-page-width-normal'); let message = document.createElement('p'); message.classList.add("banner-message-text"); message.innerHTML = result.message.trim(); promoBar.appendChild(messageWrapper); messageWrapper.appendChild(message) if (result.ctaLink.length && result.ctaText.length) { let ctaWrapper = document.createElement('div'); let cta = document.createElement('a'); ctaWrapper.classList.add('banner-cta-link'); // cta.classList.add('cta'); // cta.classList.add('cta--medium'); // cta.classList.add('cta--primary-dark'); cta.classList.add('banner-cta-link'); cta.setAttribute('href',result.ctaLink.trim()); cta.innerHTML = result.ctaText.trim(); // ctaWrapper.appendChild(cta); message.appendChild(cta); } } else { // console.log("no message...returning"); return; } }) } const processBanner = (results) => { // console.log(results); if (sessionStorage.getItem("HSSupportAnnouncements")) { // console.log('processBanner() announcements found'); let data = JSON.parse(sessionStorage.getItem('HSSupportAnnouncements')); if (data.lang === userLang) { // console.log('pB() lang match'); data.messages = results; sessionStorage.setItem("HSSupportAnnouncements", JSON.stringify(data)); return; } else { // console.log('pB() no lang match'); injectContent(results); data.lang = userLang; data.messages = results; sessionStorage.setItem("HSSupportAnnouncements", JSON.stringify(data)); } } else { // console.log('pB() injecting'); injectContent(results); // console.log(JSON.stringify(results)); messageData = { lang: userLang, messages: results } sessionStorage.setItem("HSSupportAnnouncements", JSON.stringify(messageData)); } } // console.log(userLang); if (sessionStorage.getItem('HSSupportAnnouncements')) { // console.log('announcements found'); let data = JSON.parse(sessionStorage.getItem('HSSupportAnnouncements')); // console.log(typeof data, data); if (userLang === data.lang) { // console.log('lang match'); injectContent(data.messages); } else { // console.log('no lang match'); } } </script> <script src="https://script.google.com/macros/s/AKfycbySpmgzEjP1bEnrLD5xM_fdMOxDn47Kt9buJO9HtQER7pZmhu0/exec?lang=en&type=kb&callback=processBanner" async nonce="j1HZWAsZunX/nX5GUU4HCw=="> </script></div> <div id="kb-main-content" name="kb-main-content"></div> </div> <main class="kb-blog-post-body template-centered template-padding"> <div class="body-container--blog-post"> <div id="hs_cos_wrapper_Primary_topic_field" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"></div> <div id="hs_cos_wrapper_module_15971907006672" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <section class="breadcrumb-lang-picker"> <div class="breadcrumb-container"> <nav class="kb-breadcrumbs"> <a class="kb-link uiLinkWithoutUnderline uiLinkDark kb-breadcrumbs__item" id="bc-core" href="/"> <span>Knowledge Base</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow" aria-hidden="true">right</span> <a class="kb-link uiLinkWithoutUnderline uiLinkDark kb-breadcrumbs__item" id="bc-category" href="/automation"> <span>Automation</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow" aria-hidden="true">right</span> <a class="kb-link uiLinkWithoutUnderline uiLinkDark kb-breadcrumbs__item" id="bc-topic" href="/automation/topics#workflows"> <span>Workflows</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow final-breadcrumb-arrow" aria-hidden="true">right</span> <span class="kb-breadcrumbs__item" id="bc-page"> <span>Create workflows</span> </span> </nav> </div> </section></div> <div id="hs_cos_wrapper_L10N_Disclaimer" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> </div> <div class="flex-row" itemscope itemtype="http://schema.org/TechArticle"> <div class="body-container"> <span style="display: none;" itemscope itemprop="publisher" itemtype="http://schema.org/Organization"> <span itemprop="logo" itemscope itemtype="http://schema.org/ImageObject"> <meta content="http://knowledge.hubspot.com/hubfs/assets/hubspot.com/home/2015/Academy.png" itemprop="url"> <meta itemprop="width" content="296"> <meta itemprop="height" content="296"> </span> <meta content="HubSpot Support" itemprop="name"> </span> <meta content="March 4, 2024" itemprop="datePublished"> <meta content="Support" itemprop="author"> <meta content="https://knowledge.hubspot.com/workflows/create-workflows" itemprop="mainEntityOfPage"> <article> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="section post-header"> <h1 itemprop="name headline"><span id="hs_cos_wrapper_name" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="text">Create workflows</span></h1> <p class="last-updated">Last updated: <span itemprop="dateModified">  February 12, 2025 </span></p> </div> <div id="hs_cos_wrapper_module_16518346644602" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> </div> <div id="hs_cos_wrapper_Article_product_key" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module">    <div class="article-key-wrapper"> <div class="article-key-header"> <h4>Available with any of the following <a href="https://knowledge.hubspot.com/billing/where-can-i-find-my-subscription-and-contacts-or-email-send-limit-information-in-hubspot">subscriptions</a>, except where noted:</h4> </div> <table class="article-key"> <tbody><tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023/subscription_key_icons/marketing_icon.svg" width="16" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/marketing"> Marketing Hub </a> <span> Professional </span><span>, <a class="category" href="https://www.hubspot.com/products/marketing/enterprise">Enterprise</a> </span></td> </tr> <tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023/subscription_key_icons/sales_icon.svg" width="16" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/sales"> Sales Hub </a> <span> Professional </span><span>, <a class="category" href="https://www.hubspot.com/products/sales/enterprise">Enterprise</a> </span></td> </tr> <tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023/subscription_key_icons/service_icon.svg" width="16" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/service"> Service Hub </a> <span> Professional </span><span>, Enterprise </span></td> </tr> <tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023/subscription_key_icons/operations_icon.svg" width="16" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/operations"> Operations Hub </a> <span> Professional </span><span>, Enterprise </span></td> </tr> </tbody></table> </div> </div> <div class="section post-body" id="post-body" itemprop="articleBody"> <span id="hs_cos_wrapper_post_body" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="rich_text"><p>Use workflows to <a href="https://www.hubspot.com/products/marketing/marketing-automation?hubs_content=knowledge.hubspot.com%2Fworkflows%2Fcreate-workflows&hubs_content-cta=automate%2Fyour%2Fbusiness%2Fprocesses" rel="noopener" target="_blank">automate your business processes</a>. You can automatically enroll records with enrollment criteria, then take action on your records.</p> <p>For example, you can enroll all contacts that have submitted a specific form, then send a marketing email and assign these contacts to a user. You can also take action on associated records, such as updating an enrolled contact’s associated company.</p> <p>After creating workflows, learn how to <a href="/workflows/organize-your-workflows" rel="noopener">organize your workflows</a>. </p>  <br> <h2>Create a new workflow</h2> <p>You can create workflows from scratch or use workflow templates to guide you along. You can also refer to the <a href="https://community.hubspot.com:443/t5/Workflows-Library/Welcome-to-the-Workflows-Library/ba-p/928344" rel="noopener">community workflow library</a> for ideas when setting up your workflow. The number of workflows that you can create depends on your account's <a href="/workflows/workflows-faq#how-many-workflows-can-i-create" rel="noopener">subscriptions</a>.</p> <h3><span style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack); font-size: 1.375rem;">Create a new workflow from scratch</span></h3> <p>To create a workflow from scratch:</p> <ul> <li>In your HubSpot account, navigate to <strong>Automations</strong> > <strong>Workflows</strong>. </li> <li>In the upper right, click <strong>Create workflow </strong>><strong> From scratch</strong>.</li> <li>In the left panel, select <strong>[object]-based </strong>to select your workflow object. This determines what type of records can be enrolled in the workflow. You can select from the following objects:</li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li>Contacts</li> <li>Companies</li> <li>Deals</li> <li>Quotes (<em><strong>Sales Hub </strong>Professional </em>or <em>Enterprise</em>)</li> <li>Tickets (<em><strong>Service Hub </strong></em><em>Professional</em> or <em>Enterprise</em>)</li> <li>Custom objects (<em>Enterprise</em> only)</li> <li>Conversations</li> <li>Feedback submissions (<em><strong>Service Hub </strong></em><em>Professional</em> or <em>Enterprise</em>)</li> <li>Subscriptions</li> <li>Payments</li> <li>Goals</li> <li>Leads (<em><strong>Sales Hub </strong>Professional </em>or <em>Enterprise</em>)</li> <li>Users</li> <li>Tasks</li> <li>Calls</li> </ul> </li> <li>In the right panel, under <em>Choose type</em>, select <strong>Blank workflow</strong>. This option will be selected by default. </li> <li>In the top left, click <strong>Next</strong>.</li> <li>To give your workflow a name and add a description: <ul> <li>At the top, click the<strong> </strong><span class="ss-icon-font notranslate" translate="no">edit </span><strong>pencil icon</strong>. Then, enter your workflow's <strong>name </strong>and <strong>description</strong>. </li> <li>Alternatively, after setting up your workflow, click <strong>Generate description </strong>to use Breeze, HubSpot's AI to generate a description for your workflow based on your workflow's triggers and actions. </li> <li>At the bottom, click <strong>Save</strong>.<br> </li> </ul> </li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Sep-20-2024-08-54-44-2057-AM.png?width=331&height=400&name=image-png-Sep-20-2024-08-54-44-2057-AM.png" loading="lazy" width="331" height="400" style="width: 331px; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Sep-20-2024-08-54-44-2057-AM.png?width=166&height=200&name=image-png-Sep-20-2024-08-54-44-2057-AM.png 166w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Sep-20-2024-08-54-44-2057-AM.png?width=331&height=400&name=image-png-Sep-20-2024-08-54-44-2057-AM.png 331w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Sep-20-2024-08-54-44-2057-AM.png?width=497&height=600&name=image-png-Sep-20-2024-08-54-44-2057-AM.png 497w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Sep-20-2024-08-54-44-2057-AM.png?width=662&height=800&name=image-png-Sep-20-2024-08-54-44-2057-AM.png 662w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Sep-20-2024-08-54-44-2057-AM.png?width=828&height=1000&name=image-png-Sep-20-2024-08-54-44-2057-AM.png 828w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Sep-20-2024-08-54-44-2057-AM.png?width=993&height=1200&name=image-png-Sep-20-2024-08-54-44-2057-AM.png 993w" sizes="(max-width: 331px) 100vw, 331px"> </p> <h3>Create a new workflow using templates</h3> <p>Use a workflow template aligned with your goals to streamline your automation processes. You can also browse through the templates to explore different workflow automation options. </p> <p>To create a workflow using a template:</p> <ul> <li>In your HubSpot account, navigate to <strong>Automations</strong> > <strong>Workflows</strong>. </li> <li>In the upper right, click <strong>Create workflow </strong>><strong> From template</strong>.</li> <li>From the templates library, search for a template that matches your workflow goals:  <ul> <li>To filter templates by function or objective, in the left sidebar, select a <strong>category</strong>. </li> <li>To search for a specific template, in the top right, enter a <strong>search keyword</strong>. </li> </ul> </li> <li>To review a template's details, click <strong>Preview</strong>. In the dialog box, you can check if the template is compatible with your HubSpot subscriptions. You can also review the following details:<br> <ul> <li><strong>Purpose:</strong> the purpose and goal of this workflow template. </li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li><span style="font-weight: bold;">What you'll need to prepare:</span> any assets that you'll need to prepare to populate the <a href="/workflows/save-placeholder-workflow-actions" rel="noopener">placeholder actions</a>, such as marketing emails or forms. </li> <li><span style="font-weight: bold;">Template preview:</span> the <a href="/workflows/set-your-workflow-enrollment-triggers" rel="noopener">enrollment triggers</a> and <a href="/workflows/choose-your-workflow-actions" rel="noopener">workflow actions </a>that are included in this template. </li> </ul> </li> </ul> <ul> <li>Once you've selected your template, click <strong>Use template</strong>. In the workflow editor, the template will be displayed with <a href="https://knowledge.hubspot.com/workflows/save-placeholder-workflow-actions" rel="noopener">placeholder actions</a>. You can edit, add, and remove actions in the editor. <br> </li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-07-47-34-8124-AM.png?width=633&height=361&name=image-png-Oct-17-2024-07-47-34-8124-AM.png" loading="lazy" width="633" height="361" style="width: 633px; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-07-47-34-8124-AM.png?width=317&height=181&name=image-png-Oct-17-2024-07-47-34-8124-AM.png 317w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-07-47-34-8124-AM.png?width=633&height=361&name=image-png-Oct-17-2024-07-47-34-8124-AM.png 633w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-07-47-34-8124-AM.png?width=950&height=542&name=image-png-Oct-17-2024-07-47-34-8124-AM.png 950w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-07-47-34-8124-AM.png?width=1266&height=722&name=image-png-Oct-17-2024-07-47-34-8124-AM.png 1266w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-07-47-34-8124-AM.png?width=1583&height=903&name=image-png-Oct-17-2024-07-47-34-8124-AM.png 1583w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-07-47-34-8124-AM.png?width=1899&height=1083&name=image-png-Oct-17-2024-07-47-34-8124-AM.png 1899w" sizes="(max-width: 633px) 100vw, 633px"> </p> <h2>Set enrollment triggers</h2> <p>Enrollment triggers are a set of criteria that automatically enroll records in the workflow. You can add enrollment triggers manually, use AI to generate enrollment triggers, or not add any triggers at all:</p> <ul> <li>When setting up enrollment triggers, You can use the following enrollment trigger types. Learn more about <a href="/workflows/set-your-workflow-enrollment-triggers" rel="noopener" style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);">setting enrollment triggers</a><span style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);">.</span> <ul> <li>Filter-based</li> <li><a href="/workflows/set-event-enrollment-triggers" rel="noopener" target="_blank">Event-based</a></li> <li><a href="/workflows/use-based-on-a-schedule-workflow-enrollment-triggers" rel="noopener">Based on a schedule</a></li> </ul> </li> <li>You can also use Breeze, HubSpot's AI, to generate enrollment triggers. Learn more about <a href="/workflows/use-ai-assistants-in-workflows#add-triggers-to-your-workflow-with-breeze" rel="noopener">using AI in workflows</a>. </li> <li>To <a href="/workflows/manually-enroll-objects-into-workflows" rel="noopener">enroll records manually</a> only, leave the enrollment trigger box blank.</li> </ul> To set up your enrollment triggers manually: <br> <ul> <li>In the workflow editor, click <strong>Set up triggers</strong>.</li> <li>In the left panel, select <strong>When an event occurs</strong>, <strong>When filter criteria is met</strong>, or <span style="font-weight: bold;">Based on a schedule. </span></li> <li>In the left panel, select a <strong>filter type</strong> for your enrollment trigger. Set up the trigger, then click <strong>Save</strong>. <br> </li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-09-40-5135-AM.png?width=311&height=680&name=image-png-Oct-17-2024-09-09-40-5135-AM.png" loading="lazy" width="311" height="680" style="width: 311px; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-09-40-5135-AM.png?width=156&height=340&name=image-png-Oct-17-2024-09-09-40-5135-AM.png 156w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-09-40-5135-AM.png?width=311&height=680&name=image-png-Oct-17-2024-09-09-40-5135-AM.png 311w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-09-40-5135-AM.png?width=467&height=1020&name=image-png-Oct-17-2024-09-09-40-5135-AM.png 467w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-09-40-5135-AM.png?width=622&height=1360&name=image-png-Oct-17-2024-09-09-40-5135-AM.png 622w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-09-40-5135-AM.png?width=778&height=1700&name=image-png-Oct-17-2024-09-09-40-5135-AM.png 778w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-09-40-5135-AM.png?width=933&height=2040&name=image-png-Oct-17-2024-09-09-40-5135-AM.png 933w" sizes="(max-width: 311px) 100vw, 311px"> </p> <ul> <li>By default, records will only enroll in a workflow the first time they meet the enrollment triggers. To enable re-enrollment: <ul> <li>In the left panel, click the <strong>Re-enrollment</strong> tab.</li> <li>Click to toggle the <strong>Re-enrollment</strong> switch on.</li> <li>Select the <strong>triggers</strong> that you want to use for re-enrollment. Learn more about <a href="https://knowledge.hubspot.com/workflows/add-re-enrollment-triggers-to-a-workflow" rel="noopener" target="_blank">adding re-enrollment triggers to workflows</a>.</li> </ul> </li> <li>Add more enrollment triggers if needed. When you're done, click <strong>Save</strong>.<br><br></li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-11-02-7393-AM.png?width=324&height=343&name=image-png-Oct-17-2024-09-11-02-7393-AM.png" loading="lazy" width="324" height="343" style="width: 324px; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-11-02-7393-AM.png?width=162&height=172&name=image-png-Oct-17-2024-09-11-02-7393-AM.png 162w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-11-02-7393-AM.png?width=324&height=343&name=image-png-Oct-17-2024-09-11-02-7393-AM.png 324w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-11-02-7393-AM.png?width=486&height=515&name=image-png-Oct-17-2024-09-11-02-7393-AM.png 486w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-11-02-7393-AM.png?width=648&height=686&name=image-png-Oct-17-2024-09-11-02-7393-AM.png 648w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-11-02-7393-AM.png?width=810&height=858&name=image-png-Oct-17-2024-09-11-02-7393-AM.png 810w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-11-02-7393-AM.png?width=972&height=1029&name=image-png-Oct-17-2024-09-11-02-7393-AM.png 972w" sizes="(max-width: 324px) 100vw, 324px"></p> <p> </p> <h2>Add actions</h2> <p>You can use <a href="https://knowledge.hubspot.com/workflows/use-ai-assistants-in-workflows" rel="noopener">Breeze to generate actions for a workflow</a> or manually select and add actions. For example, you can use a workflow to send a marketing email or assign your records. Learn more about the <a href="/workflows/choose-your-workflow-actions" rel="noopener">different workflow actions</a> available in HubSpot.</p> <p>After adding an action, you can <a href="/workflows/clone-and-move-workflow-actions" rel="noopener" target="_blank">clone or move it</a> to streamline the workflow building process. If you'd like to leave a note on a workflow action for reference, learn how to <a href="/workflows/add-comments-to-a-workflow" rel="noopener" target="_blank">add comments to workflow actions</a>. </p> <p class="alert"><strong>Please note:</strong> the actions available to you depend on your subscription. Locked actions <span class="ss-icon-font notranslate" translate="no">locked</span> require an account upgrade to use. </p> <p>To add actions to a workflow:</p> <ul> <li>In the workflow editor, click the <strong>+ </strong><strong>plus</strong><strong> icon</strong>.</li> <li>In the left panel, select an <strong>action</strong>. Learn more about <a href="https://knowledge.hubspot.com/workflows/choose-your-workflow-actions" rel="noopener" target="_blank">choosing your workflow actions</a>.</li> <li>After setting up the details of the action, click <strong>Save</strong>. Or, if you're adding the action as a placeholder, click <strong>Save</strong> without filling out the action details. Placeholder actions must be filled out before you can turn on the workflow. Learn more about <a href="/workflows/save-placeholder-workflow-actions" rel="noopener" target="_blank">placeholder actions</a>.</li> </ul> <a id="data-panel" data-hs-anchor="true"></a> <h3>Use the data panel when adding actions</h3> <p>Depending on the selected workflow action, you can also use the data panel to use data from various object sources. For example, you can use data from a contact record and its associated deal to send an in-app notification to the deal owner. </p> <p>The data panel functionality can be used with the below workflow actions:</p> <ul> <li>Send internal email notification</li> <li>Create task</li> </ul> <ul> <li>Send in-app notification</li> <li>One property or action output</li> <li>Create record (when setting text properties)</li> <li>Edit records</li> <li>Send Slack notification (requires Slack integration)</li> </ul> <ul> <li>Integration actions that allow data passing (such as with <a href="/workflows/add-data-to-google-sheets-with-workflows" rel="noopener">Google Sheets</a> or <a href="/workflows/create-asana-tasks-with-workflows" rel="noopener">Asana</a>)</li> </ul> <ul> <li>Custom code (<em><strong>Operation Hub</strong></em> <em>Professional</em> or <em>Enterprise </em>only)</li> </ul> <ul> <li>Format data (<em><strong>Operation Hub</strong></em> <em>Professional</em> or <em>Enterprise </em>only)</li> </ul> <ul> <li>Send a webhook (<em><strong>Operation Hub</strong></em> <em>Professional</em> or <em>Enterprise </em>only) <br> </li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-34-40-1558-AM.png?width=549&height=400&name=image-png-Oct-18-2024-06-34-40-1558-AM.png" loading="lazy" width="549" height="400" style="width: 549px; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-34-40-1558-AM.png?width=275&height=200&name=image-png-Oct-18-2024-06-34-40-1558-AM.png 275w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-34-40-1558-AM.png?width=549&height=400&name=image-png-Oct-18-2024-06-34-40-1558-AM.png 549w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-34-40-1558-AM.png?width=824&height=600&name=image-png-Oct-18-2024-06-34-40-1558-AM.png 824w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-34-40-1558-AM.png?width=1098&height=800&name=image-png-Oct-18-2024-06-34-40-1558-AM.png 1098w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-34-40-1558-AM.png?width=1373&height=1000&name=image-png-Oct-18-2024-06-34-40-1558-AM.png 1373w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-34-40-1558-AM.png?width=1647&height=1200&name=image-png-Oct-18-2024-06-34-40-1558-AM.png 1647w" sizes="(max-width: 549px) 100vw, 549px"></p>  <br>To add a data source to the panel's available data: <br> <ul> <li>After selecting your action, in the <em>Available data</em> section, click <strong>Edit available data</strong>. </li> <li>In the right panel, click<strong> + Add data source</strong>.</li> <li>Click the <strong>Choose a record type </strong>dropdown menu and select a <strong>data source</strong>.</li> <li>Configure the data source details, then click <strong>Add</strong>.</li> <li>After adding your data sources, use data from a specific source: <ul> <li>In the left panel, click on the <strong>field </strong>that you'd like to use the data with.</li> <li>In the <span style="font-style: italic;">Insert data</span> panel, click the <strong>View properties or action output from </strong>dropdown menu and select a <strong>data source</strong>. </li> <li>After selecting your source, click to expand the <strong>data type </strong>that you'd like to use, then click on the <strong>property </strong>to use in the field. <ul> <li>The property will be automatically inserted into the field.</li> <li><a href="https://knowledge.hubspot.com/reports/create-custom-behavioral-events-with-the-code-wizard" rel="noopener" target="_blank">Custom event</a> properties can be used for actions that are supported by the <a href="#data-panel" rel="noopener">data panel</a>. The available custom event properties will be displayed under the <span style="font-style: italic;">name </span>of the custom event in the data panel.</li> </ul> </li> </ul> </li> </ul>  <br> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-42-55-2294-AM.png?width=532&height=410&name=image-png-Oct-18-2024-06-42-55-2294-AM.png" loading="lazy" width="532" height="410" style="width: 532px; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-42-55-2294-AM.png?width=266&height=205&name=image-png-Oct-18-2024-06-42-55-2294-AM.png 266w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-42-55-2294-AM.png?width=532&height=410&name=image-png-Oct-18-2024-06-42-55-2294-AM.png 532w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-42-55-2294-AM.png?width=798&height=615&name=image-png-Oct-18-2024-06-42-55-2294-AM.png 798w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-42-55-2294-AM.png?width=1064&height=820&name=image-png-Oct-18-2024-06-42-55-2294-AM.png 1064w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-42-55-2294-AM.png?width=1330&height=1025&name=image-png-Oct-18-2024-06-42-55-2294-AM.png 1330w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-42-55-2294-AM.png?width=1596&height=1230&name=image-png-Oct-18-2024-06-42-55-2294-AM.png 1596w" sizes="(max-width: 532px) 100vw, 532px"> </p> <h2>Review the workflow minimap</h2> When building larger workflows, you can use the workflow minimap for a quicker view of your workflow architecture and faster navigation. To use the workflow minimap: <br> <ul> <li>In the upper left of the workflow editor, click <strong>Show minimap panel</strong>.<br><br></li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-23-15-9630-AM.png?width=377&height=146&name=image-png-Oct-17-2024-10-23-15-9630-AM.png" loading="lazy" width="377" height="146" style="width: 377px; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-23-15-9630-AM.png?width=189&height=73&name=image-png-Oct-17-2024-10-23-15-9630-AM.png 189w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-23-15-9630-AM.png?width=377&height=146&name=image-png-Oct-17-2024-10-23-15-9630-AM.png 377w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-23-15-9630-AM.png?width=566&height=219&name=image-png-Oct-17-2024-10-23-15-9630-AM.png 566w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-23-15-9630-AM.png?width=754&height=292&name=image-png-Oct-17-2024-10-23-15-9630-AM.png 754w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-23-15-9630-AM.png?width=943&height=365&name=image-png-Oct-17-2024-10-23-15-9630-AM.png 943w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-23-15-9630-AM.png?width=1131&height=438&name=image-png-Oct-17-2024-10-23-15-9630-AM.png 1131w" sizes="(max-width: 377px) 100vw, 377px"> </p> <ul> <li>With the minimap open, you can hover over <strong>workflow</strong> <strong>actions</strong> to view the action name, and click an area of the minimap to navigate there.</li> <li>To close the minimap, click the <strong>X icon</strong> in the top right of the minimap.</li> </ul> <ul> <li>If your workflow requires any changes before it can be published, the action will be highlighted in yellow. Click the <strong>link</strong> in the alert and review the changes that need to be made.<br> </li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-21-54-9772-AM.png?width=520&height=764&name=image-png-Oct-17-2024-10-21-54-9772-AM.png" loading="lazy" width="520" height="764" style="width: 520px; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-21-54-9772-AM.png?width=260&height=382&name=image-png-Oct-17-2024-10-21-54-9772-AM.png 260w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-21-54-9772-AM.png?width=520&height=764&name=image-png-Oct-17-2024-10-21-54-9772-AM.png 520w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-21-54-9772-AM.png?width=780&height=1146&name=image-png-Oct-17-2024-10-21-54-9772-AM.png 780w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-21-54-9772-AM.png?width=1040&height=1528&name=image-png-Oct-17-2024-10-21-54-9772-AM.png 1040w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-21-54-9772-AM.png?width=1300&height=1910&name=image-png-Oct-17-2024-10-21-54-9772-AM.png 1300w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-21-54-9772-AM.png?width=1560&height=2292&name=image-png-Oct-17-2024-10-21-54-9772-AM.png 1560w" sizes="(max-width: 520px) 100vw, 520px"> </p> <h2>Undo or redo changes</h2> <p>When editing your workflow you can undo or redo changes made to the workflow in the previous 30 days. You <span style="text-decoration: underline;">cannot</span> undo or redo certain changes such as, <span style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack); font-size: 16px;">Custom code actions.</span></p> <p>To undo or redo an action:</p> <ul> <li>To undo an action, click the <span class="ss-icon-font notranslate" translate="no">undo</span> <strong>undo icon</strong> in the top left. Changes will undo one at a time.</li> <li>To redo an action, click the <span class="ss-icon-font notranslate" translate="no">redo</span> <strong>redo icon</strong> in the top left. Changes will redo one at a time.<br> </li> </ul> <br> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/redo-workflow-action.jpg?width=178&height=102&name=redo-workflow-action.jpg" width="178" height="102" loading="lazy" alt="redo-workflow-action" style="height: auto; max-width: 100%; width: 178px;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/redo-workflow-action.jpg?width=89&height=51&name=redo-workflow-action.jpg 89w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/redo-workflow-action.jpg?width=178&height=102&name=redo-workflow-action.jpg 178w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/redo-workflow-action.jpg?width=267&height=153&name=redo-workflow-action.jpg 267w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/redo-workflow-action.jpg?width=356&height=204&name=redo-workflow-action.jpg 356w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/redo-workflow-action.jpg?width=445&height=255&name=redo-workflow-action.jpg 445w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/redo-workflow-action.jpg?width=534&height=306&name=redo-workflow-action.jpg 534w" sizes="(max-width: 178px) 100vw, 178px"> </p> <h2>Manage settings</h2> <p>To manage your workflow settings:</p> <ul> <li>In the top left, click the <strong>Settings</strong> tab to manage the workflow's execution and notification settings. Learn more about <a href="/workflows/manage-your-workflow-settings" rel="noopener" target="_blank">managing your workflow settings</a>.</li> <li>In the top left, click <strong>Edit </strong>> <strong>Edit enrollment trigger </strong>to manage the workflow's enrollment, unenrollment, and re-enrollment settings. <br><br></li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-May-03-2024-03-11-25-1152-PM.png?width=621&height=642&name=image-png-May-03-2024-03-11-25-1152-PM.png" loading="lazy" width="621" height="642" style="width: 621px; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-May-03-2024-03-11-25-1152-PM.png?width=311&height=321&name=image-png-May-03-2024-03-11-25-1152-PM.png 311w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-May-03-2024-03-11-25-1152-PM.png?width=621&height=642&name=image-png-May-03-2024-03-11-25-1152-PM.png 621w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-May-03-2024-03-11-25-1152-PM.png?width=932&height=963&name=image-png-May-03-2024-03-11-25-1152-PM.png 932w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-May-03-2024-03-11-25-1152-PM.png?width=1242&height=1284&name=image-png-May-03-2024-03-11-25-1152-PM.png 1242w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-May-03-2024-03-11-25-1152-PM.png?width=1553&height=1605&name=image-png-May-03-2024-03-11-25-1152-PM.png 1553w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-May-03-2024-03-11-25-1152-PM.png?width=1863&height=1926&name=image-png-May-03-2024-03-11-25-1152-PM.png 1863w" sizes="(max-width: 621px) 100vw, 621px"></p> <h2 id="enable-your-workflow">Turn on your workflow</h2> <p>After you turn your workflow on, you can <a href="https://knowledge.hubspot.com/workflows/view-workflow-changes" rel="noopener" target="_blank">view the workflow history</a> to monitor the records that are enrolled. If you've saved any <a href="/workflows/save-placeholder-workflow-actions" rel="noopener" target="_blank">placeholder actions</a>, they must be completed before you can turn on the workflow.</p> <p class="alert"><strong>Please note:</strong> the number of <em>existing contacts</em> displayed on the review page is an estimate. To view an exact number of contacts, create a static list of contacts that meet the criteria by clicking <strong>Use lists to see these contacts</strong>.</p> <p>To review and turn on your workflow:</p> <ul> <li>In the upper right corner, click <strong>Review and publish</strong>.</li> <li>In the right panel, review your workflow details: <ul> <li><strong>See all contacts in lists: </strong>if you have a <em><strong>Marketing Hub</strong></em> <em>Starter</em>, <em>Professional</em>, or <em>Enterprise</em> account, in contact-based workflows you can view a static list of contacts that meet the enrollment criteria. The list will automatically be saved and can be accessed from your lists dashboard.</li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li><strong>Do you want to enroll contacts that currently meet the enrollment criteria when the workflow turns on: </strong>Choose to enroll records that currently meet the enrollment triggers or only enroll records that meet the triggers in the future. <ul> <li><strong>Yes, enroll existing [objects] which meet the trigger criteria as of now: </strong>enroll all existing records that meet the enrollment triggers.</li> <li><strong>No, only enroll [objects] which meet the trigger criteria after turning the workflow on: </strong>only enroll records that meet the enrollment triggers after the workflow is turned on. When this option is selected:  <ul> <li>If the [object] changes to meet the enrollment triggers for the first time after the workflow is turned on, the [object] will be enrolled.</li> <li>If the [object] changes to meet the enrollment criteria again and re-enrollment is turned on, the [object] will be enrolled. Learn more about <a href="/workflows/add-re-enrollment-triggers-to-a-workflow" rel="noopener" target="_blank">re-enrollment triggers</a>.</li> </ul> </li> </ul> </li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li>At the bottom, click <strong>Next</strong>. You can review your workflow's <em>Timing & Notifications</em>, <em>Connections</em>, and <em>Workflow details</em>. Or, click <strong>Skip to turn on</strong>. </li> <li>At the bottom, click <strong>Turn on workflow</strong>. <br> </li> </ul> </li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-07-04-12-1198-AM.png?width=333&height=642&name=image-png-Oct-18-2024-07-04-12-1198-AM.png" loading="lazy" width="333" height="642" style="width: 333px; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-07-04-12-1198-AM.png?width=167&height=321&name=image-png-Oct-18-2024-07-04-12-1198-AM.png 167w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-07-04-12-1198-AM.png?width=333&height=642&name=image-png-Oct-18-2024-07-04-12-1198-AM.png 333w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-07-04-12-1198-AM.png?width=500&height=963&name=image-png-Oct-18-2024-07-04-12-1198-AM.png 500w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-07-04-12-1198-AM.png?width=666&height=1284&name=image-png-Oct-18-2024-07-04-12-1198-AM.png 666w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-07-04-12-1198-AM.png?width=833&height=1605&name=image-png-Oct-18-2024-07-04-12-1198-AM.png 833w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-07-04-12-1198-AM.png?width=999&height=1926&name=image-png-Oct-18-2024-07-04-12-1198-AM.png 999w" sizes="(max-width: 333px) 100vw, 333px"> </p> <div class="alert-info"> <strong><strong><strong>Necessary disclosure:</strong></strong></strong> <p>HubSpot will store workflow action logs data within the below time periods:</p> <ul> <li><strong>90 days:</strong> all workflow action log data will be stored, including high-level action log data such as object ID (which contact, company, deal, etc.), event type (enrollment, unenrollment, etc.), and action type.</li> <li><strong>6 months: </strong>workflow enrollment history will be stored. </li> <li><strong>2 years+:</strong> historical data of enrollments will be retained in our system to enable workflow-based filters.</li> </ul> </div></span> <div class="blog-post-topic-wrapper" style="display: none;"> <span class="tag-name">Workflows</span> </div> <span id="hs_cos_wrapper_Optional_Bottom_of_post_CTA" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"></span> </div> </div> </div> </div> </div> <div id="hs_cos_wrapper_lightbox" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div id="kb-lightbox" class="kb-lightbox cl-modal -light" role="dialog" aria-modal="true" aria-label="dialog with carousel of images"> <div class="cl-lightbox cl-modal-backdrop" data-cl-modal="close"> <div class="cl-lightbox-content-container"> <button class="cl-round-button cl-lightbox-close" data-cl-modal="close" aria-label="close dialog"> <svg class="cl-icon" aria-hidden="true"> <use href="#close" /> </svg> </button> <div class="cl-lightbox-content -image"> <div class="cl-loading -regular -secondaryDark"> <svg class="cl-loading-svg" viewbox="0 0 50 50" aria-hidden="true"> <circle cx="25" cy="25" r="22.5" fill="none" stroke-width="5"></circle> <circle cx="25" cy="25" r="22.5" fill="none" stroke-width="5" class="cl-loading-animated"></circle> </svg> </div> <img id="image-lightbox" alt="" src=""> </div> </div> <div> </div></div> </div></div></article> <div id="hs_cos_wrapper_module_15971280583729" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><section id="page-feedback" class="page-feedback"> <form id="page-feedback__form"> <fieldset id="page-feedback__sentiment" class="page-feedback__form-field"> <legend>Was this article helpful?</legend> <input type="radio" name="kb_was_this_page_helpful" id="helpful" value="Yes" required><label for="helpful">Yes</label> <input type="radio" name="kb_was_this_page_helpful" id="unhelpful" value="No" required><label for="unhelpful">No</label> </fieldset> <div id="page-feedback__reveal" hidden> <fieldset id="page-feedback__main-issue" hidden class="page-feedback__form-field radio-input radio-input--inline"> <legend>Thanks for letting us know. How would you describe this article? </legend> <div> <input type="radio" name="main_issue" value="Inaccurate" id="page-feedback__main-issue__Inaccurate"> <label for="page-feedback__main-issue__Inaccurate"> <svg xmlns="http://www.w3.org/2000/svg" viewbox="0 0 22 22" class="radio-icon"><g fill="none" fill-rule="evenodd" transform="translate(1 1)"> <circle cx="10" cy="10" r="10" class="radio__circle" stroke="currentColor" stroke-width="1.5"></circle> <circle class="radio__dot" cx="10" cy="10" r="5"></circle></g></svg> Inaccurate: it doesn’t reflect what I see in the product </label> </div> <div> <input type="radio" name="main_issue" value="Unclear" id="page-feedback__main-issue__Unclear"> <label for="page-feedback__main-issue__Unclear"> <svg xmlns="http://www.w3.org/2000/svg" viewbox="0 0 22 22" class="radio-icon"><g fill="none" fill-rule="evenodd" transform="translate(1 1)"> <circle cx="10" cy="10" r="10" class="radio__circle" stroke="currentColor" stroke-width="1.5"></circle> <circle class="radio__dot" cx="10" cy="10" r="5"></circle></g></svg> Unclear: it’s difficult to understand </label> </div> <div> <input type="radio" name="main_issue" value="Missing Information" id="page-feedback__main-issue__Missing Information"> <label for="page-feedback__main-issue__Missing Information"> <svg xmlns="http://www.w3.org/2000/svg" viewbox="0 0 22 22" class="radio-icon"><g fill="none" fill-rule="evenodd" transform="translate(1 1)"> <circle cx="10" cy="10" r="10" class="radio__circle" stroke="currentColor" stroke-width="1.5"></circle> <circle class="radio__dot" cx="10" cy="10" r="5"></circle></g></svg> Missing information: it’s not comprehensive enough </label> </div> <div> <input type="radio" name="main_issue" value="Irrelevant" id="page-feedback__main-issue__Irrelevant"> <label for="page-feedback__main-issue__Irrelevant"> <svg xmlns="http://www.w3.org/2000/svg" viewbox="0 0 22 22" class="radio-icon"><g fill="none" fill-rule="evenodd" transform="translate(1 1)"> <circle cx="10" cy="10" r="10" class="radio__circle" stroke="currentColor" stroke-width="1.5"></circle> <circle class="radio__dot" cx="10" cy="10" r="5"></circle></g></svg> Irrelevant: it doesn’t match what I searched for </label> </div> </fieldset> <div class="page-feedback__form-field"> <label for="comments"> <span id="page-feedback__comment-label--helpful" hidden>Great! Is there anything we could change to make it even more helpful?</span> <span id="page-feedback__comment-label--unhelpful" hidden>Is there anything we could change to make this article helpful? </span> </label> <textarea name="comments" cols="" rows="" placeholder="Please let us know what was or wasn’t helpful about this page."></textarea> </div> <div class="page-feedback__form-field checkbox-input checkbox-input--inline"> <label> <input type="checkbox" name="permission_to_contact" id="page-feedback__permission_to_contact_field"> <span class="checkbox__icon__box"><svg role="presentation" viewbox="0 0 15 15.343" xmlns="http://www.w3.org/2000/svg"><path class="checkbox__icon__inner" d="M1.013 8.11c0-.223.078-.412.234-.568l1.14-1.14c.155-.155.345-.233.568-.233s.413.077.57.233l2.46 2.47 5.492-5.5c.156-.156.346-.234.568-.234.224 0 .413.077.57.233l1.138 1.14c.156.155.234.345.234.568 0 .224-.078.414-.234.57l-6.06 6.06-1.14 1.14c-.155.155-.345.233-.568.233s-.413-.078-.57-.234l-1.138-1.14-3.03-3.03c-.156-.156-.234-.346-.234-.57z"></path></svg></span> Allow HubSpot to contact me about my documentation feedback. </label> </div> <div id="page-feedback__email-reveal" class="page-feedback__form-field" hidden> <label for="email">Email address <div><small>Only used if we need clarification on your feedback.</small></div> <input type="email" name="email_t"> </label> </div> <input type="hidden" name="content_id" value="6088714729"> <input type="submit" value="Submit feedback"> </div> </form> <div id="page-feedback__thank-you" hidden><div id="hs_cos_wrapper_module_15971280583729_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="inline_rich_text" data-hs-cos-field="form.feedback_thank_you_message">Thank you for your feedback, it means a lot to us.</div></div><noscript>Sorry this feedback form requires JavaScript to function.</noscript> <div class="page-feedback__disclaimer"> <small>This form is used for documentation feedback only. Learn how to <a href="https://knowledge.hubspot.com/account/get-help-with-hubspot"><span>get help with HubSpot</span></a>.</small> </div> </section></div> </div> <div class="sidebar-container"> <div class="article-sidebar"> <div id="hs_cos_wrapper_article_search" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="article-search" class="article-search"> <input class="article-search__input kb-form__control" id="search-term" placeholder="Search this article"> <nav class="article-search__nav"> <span class="article-search__nav-container"> <button id="prev-result" class="article-search__nav-btn" disabled="true"> <svg class="cl-icon" aria-hidden="true"> <use href="#left"></use> </svg> </button> <span id="results-counter" class="article-search__results">0 / 0</span> <button id="next-result" class="article-search__nav-btn" disabled="true"> <svg class="cl-icon" aria-hidden="true"> <use href="#right"></use> </svg> </button> </span> </nav> </div></div> <div id="hs_cos_wrapper_toc" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div id="toc-wrapper"> <nav class="kb-nav--expandable kb-nav__wrapper bottom-scrolled top-scrolled" style="width: 100%;" id="toc-container"> </nav> </div> <span class="hide-toc-translations" id="localized-toc-text">Table of contents</span> <span class="hide-toc-translations"></span> <span class="hide-toc-translations" id="localized-nav"> Menu </span></div> <div id="hs_cos_wrapper_module_15972702090764" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="related-articles related-articles-container" id="related-content"> <h4>Related content</h4> <ul id="related-content-list" class="related-articles"> <li> <a class="related-content-body" data-filter="Knowledge Base" href="https://knowledge.hubspot.com/workflows/choose-your-workflow-actions"> Choose your workflow actions </a> </li> <li> <a class="related-content-body" data-filter="Knowledge Base" href="https://knowledge.hubspot.com/workflows/how-do-i-use-webhooks-with-hubspot-workflows"> Use webhooks with HubSpot workflows </a> </li> <li> <a class="related-content-body" data-filter="Knowledge Base" href="https://knowledge.hubspot.com/workflows/set-your-workflow-enrollment-triggers"> Set your workflow enrollment triggers </a> </li> </ul> </div> <div class="sidebar-cta-wrapper"> <span class="cta-inner" id="6e70cf2a-8f12-42d5-802d-96342450e5e2"> <span class="hs-cta-wrapper" id="hs-cta-wrapper-6e70cf2a-8f12-42d5-802d-96342450e5e2"><span class="hs-cta-node hs-cta-6e70cf2a-8f12-42d5-802d-96342450e5e2" id="hs-cta-6e70cf2a-8f12-42d5-802d-96342450e5e2"><a href="https://cta-redirect.hubspot.com/cta/redirect/53/6e70cf2a-8f12-42d5-802d-96342450e5e2" target="_blank" rel="noopener"><img class="hs-cta-img" id="hs-cta-img-6e70cf2a-8f12-42d5-802d-96342450e5e2" style="border-width:0px;" height="113" width="300" src="https://no-cache.hubspot.com/cta/default/53/6e70cf2a-8f12-42d5-802d-96342450e5e2.png" alt="New call-to-action"></a></span><script charset="utf-8" src="/hs/cta/cta/current.js" nonce="j1HZWAsZunX/nX5GUU4HCw=="></script><script type="text/javascript" nonce="j1HZWAsZunX/nX5GUU4HCw=="> hbspt.cta._relativeUrls=true;hbspt.cta.load(53, '6e70cf2a-8f12-42d5-802d-96342450e5e2', {"useNewLoader":"true","region":"na1"}); </script></span> </span> </div> <script id="rawCustomUrls" type="application/json" nonce="j1HZWAsZunX/nX5GUU4HCw=="> { "relatedContent": [ { "url": "", "title": "" }, { "url": "", "title": "" }, { "url": "", "title": "" } ] } </script></div> </div> </div> </div> </div> </main> <script id="local-tokens" type="application/json" nonce="j1HZWAsZunX/nX5GUU4HCw=="> { "localTokens": {"French":"French","German":"German","Japanese":"Japanese","LearnToday":"How do you want learn today?","Portuguese":"Portuguese","Spanish":"Spanish","aboutSupport":"About Support","aboutText":"We exist for one purpose: to serve and delight HubSpot customers. Have a question? Our team will help you find answers, whether through a reference document, email, phone call, or tweet. Give us a search or click the in-app Help button and get the support that you need.","academy":"Academy","academyBlog":"Academy Blog","academyDescription":"Watch video trainings and get certified in HubSpot","academyUrl":"https://app.hubspot.com/l/academy/","adblock_message":"Ad blockers may block some of the content on this page. To prevent this, pause your ad blocker while browsing the Knowledge Base.","addOn":"add-on","additionalOptions":"Addtional options for HubSpot Support (only in English)","additionalOptionsText":"We offer additional options for Tecnical Support in English. For more information, please visit help.hubspot.com.","ads":"Ads","advancedInfoHeader":"Advanced info","ai":"AI","aiTools":"AI Tools","allArticles":"All articles","allProducts":"All products and plans","allProductsLink":"https://legal.hubspot.com/hubspot-product-and-services-catalog","allResources":"All resources","allowHubSpotCheckboxLabel":"Allow HubSpot to contact me about my documentation feedback. ","answers":"answers","apiDescription":"Read reference documentation for API and CMS development","apiDocs":"API Documentation","apiDocumentation":"Developer Documentation","apiUrl":"https://developers.hubspot.com/","appMarketplaceLabel":"App Marketplace","appMarketplaceLink":"https://ecosystem.hubspot.com/marketplace/apps","arCopy":"The instructions are confusing.","arNegTitle":"Sorry about that. Why not?","arNo":"No","arPosTitle":"Thanks for your feedback.","arSearchability":"I can't find the article I'm looking for.","arSubTitle":"If you still need help you can get answers from the <a id='community' class='follow-up' target='_blank' href='https://community.hubspot.com'>community</a>, or <a id='login' class='follow-up' target='_blank' href='https://app.hubspot.com/l/dashboard?autoOpenZorseCreateView=true'>log in to your account</a> to contact support.","arTitle":"Was this article helpful?","arUI":"The tools in my account look different.","arYes":"Yes","articleTopic":"Topic","articleType":"Resource","australia":"Australia","austria":"Austria","automation":"Automation","basic":"Basic, Professional, & Enterprise","belgium":"Belgium","bestPracticesHeader":"Best practices","betaNotice":"Thank you for visiting our HubSpot Support page. Please be aware that our [language] Support channel is currently in-beta; this means our response time may be longer than usual. If you require immediate assistance, please don't hesitate to reach out to our HubSpot Support channel in English: <a href='https://help.hubspot.com/'>https://help.hubspot.com/</a>.","blog":"Blog","blogCTA":"HubSpot Blog","brazil":"Brazil","broadcasts":"Broadcasts","browseTopics":"Browse topics","business_units":"Business Units Add-On","buttonCert":"Learn more about the Inbound Certification.","calling":"Calling","callingCTA":"Call Queue","campaigns":"Campaigns","campaignsCTA":"Campaigns","canada":"Canada","caseLanguage":"English","certifications":"Certifications","chat":"Chat","chile":"Chile","chinaNetcom":"China Netcom","chinaTelecom":"China Telecom","cms":"Content","cmsDocumentation":"CMS Documentation","cmsHubUrl":"https://www.hubspot.com/products/content","cmsSKUsLinks":"ent=true","colombia":"Colombia","commerce":"Commerce","community":"Community","communityDescription":"Start a discussion, browse solutions, and get tips from HubSpot experts","communityUrl":"https://community.hubspot.com/?profile.language=en","componentAccount":"Account Settings","componentAccountManagement":"Account Management","componentAccountSecurity":"Account Security","componentAccountSettings":"Account Settings","componentAccountSetup":"Account & Setup","componentActivityFeed":"Activity Feed","componentAds":"Ads","componentAnalyticsTools":"Analytics Tools","componentBilling":"Billing","componentBlog":"Blog","componentBranding":"Branding","componentCalling":"Calling","componentCampaigns":"Campaigns","componentChatAutomation":"Chat & Automation","componentChatflows":"Chatflows","componentCms":"CMS","componentCompanies":"Companies","componentConnectedEmail":"Connected Email","componentContacts":"Contacts","componentCosBlog":"Blog","componentCrmSetup":"CRM Setup","componentCta":"CTAs","componentDashboards":"Dashboards","componentDataManagement":"Data Management","componentDeals":"Deals","componentDesignManager":"Design Manager","componentDocuments":"Documents","componentDomainUrls":"Domains & URLs","componentEmail":"Email","componentFeedbackSurvey":"Feedback Surveys","componentFiles":"Files","componentForecast":"Forecast","componentForms":"Forms","componentGdpr":"Privacy & Consent","componentGettingStarted":"Getting Started","componentHelpDesk":"Help Desk","componentHelpResources":"Help & Resources","componentHubDb":"HubDB","componentImportExport":"Import & Export","componentInbox":"Inbox","componentIntegrations":"Integrations","componentInvoices":"Invoices","componentKnowledgeBase":"Knowledge Base","componentLandingPages":"Landing Pages","componentLists":"Lists","componentMarketingEmail":"Marketing Email","componentMarketplace":"Marketplace","componentMeetings":"Meetings","componentObjectSettings":"Object Settings","componentOneToOneEmail":"One-to-one Email","componentPartnerTools":"Partner tools","componentPartners":"Partners","componentPayments":"Payments","componentPlaybooks":"Playbooks","componentProducts":"Products","componentProductsQuotes":"Products & Quotes","componentProperties":"Properties","componentProspecting":"Prospecting","componentQuotes":"Quotes","componentRecords":"Records","componentReports":"Reports","componentSeo":"SEO","componentSequences":"Sequences","componentSms":"SMS","componentSnippets":"Snippets","componentSocial":"Social","componentTasks":"Tasks","componentTemplates":"Templates","componentTickets":"Tickets","componentTrackingCode":"Tracking Code","componentUserManagement":"User Management","componentWebsitePages":"Website Pages","componentWorkflows":"Workflows","connectWithSupportTwitter":"Connect with Support on Twitter @hubspotsupport","contactHubSpotSupport":"Contact HubSpot Support","contactSupport":"Contact support","contacts":"Contacts","contactsCTA":"Contacts","contentGroupID":"3345520891","copyright":"Copyright © 2025 HubSpot, Inc.","costaRica":"Costa Rica","crm":"CRM","crmCTA":"HubSpot CRM","crmPricingPage":"https://www.hubspot.com/products/crm","cta":"Call to Action","ctaCTA":"HubSpot CTA Tool","customerBlogDescription":"Read examples of how real customers use HubSpot for their business","customerBlogDocumentation":"Customer Blog","customerBlogUrl":"https://blog.hubspot.com/customers","customerLabel":"Customer","customerSuccess":"Customer Success","cyprus":"Cyprus","denmark":"Denmark","descPlaceholder":"Please include links, explain your end goal, and tell us what you have tried already...","description":"Description","designManager":"Design Manager","designManagerCTA":"Design Manager","designers":"Designers","developerAccount":"Developer Account","developerDocs":"Developer Documentation","developers":"Developers","didYouMean":"Did you mean {“[]”}?","domains_limit_increase":"Domains Limit Increase","ecommerce":"eCommerce","email":"Email","emailAddress":"Email address","emailAddressSubtext":"Only used if we need clarification on your feedback.","emailCTA":"Email Tool","emailSupport":"Email support","engineKey":"VXyyy9PsNssEBSW3XwFs","english":"English","enterprise":"Enterprise","error":"Unable to search at this time. Please try again momentarily or try your search on","events":"Events","eventsCTA":"Events Tool","examplesHeader":"Examples","feedbackFormDisclaimer":"<small>This form is used for documentation feedback only. Learn how to <a href='https://knowledge.hubspot.com/account/get-help-with-hubspot'><span>get help with HubSpot</span></a>.</small>","feedbackFormRequiresJS":"Sorry this feedback form requires JavaScript to function.","filter":"Filter","filterResource":"Resource","filterResults":"Filter your results","finland":"Finland","forms":"Forms","formsCTA":"HubSpot Forms","forums":"Forums","france":"France","free":"Free","germany":"Germany","getHubSpotDemo":"Get a demo","getHubSpotDemoURL":"https://offers.hubspot.com/crm-platform-demo?hubs_signup-url=knowledge.hubspot.com&hubs_signup-cta=kb","getHubSpotFree":"Get started free","getHubSpotFreeUrl":"https://app.hubspot.com/signup-hubspot/crm?hubs_signup-url=https%3A%2F%2Fknowledge.hubspot.com&hubs_signup-cta=kb-nav&step=existing_user","getStarted":"Get Started","gettingStarted":"Getting Started with Marketing","gettingStartedSales":"Getting Started with Sales Tools","gettingStartedSalesAndCrm":"Getting Started with the HubSpot CRM Free","goToAccount":"Go to my account","goToWebinar":"GoToWebinar Integration","goToWebinarCTA":"GoToWebinar","goals":"Goals","greece":"Greece","headerForm":"Submit your email address below to get additional login help via email.","helpHomepageHeroText":"How can we help?","helpSearchBarPlaceholder":"Search all help and learning resources","hongKong":"Hong Kong","hubId":"HubID","hubSpot":"HubSpot","hubSpotCTA":"HubSpot","hubSpotMarketing":"HubSpot Marketing","hubSpotMarketingSales":"HubSpot Marketing & Sales","hubSpotSales":"HubSpot Sales","hubspotCMS":"HubSpot CMS","hungary":"Hungary","inBeta":"Beta","inEnglish":null,"inboundcertLink":"//certification.hubspot.com/certificacion-inbound","india":"India","indiaDomestic":"India Domestic","indiaInternational":"India International","indonesia":"Indonesia","ingredients":"Available with any of the following <a href='https://knowledge.hubspot.com/billing/where-can-i-find-my-subscription-and-contacts-or-email-send-limit-information-in-hubspot'>subscriptions</a>, except where noted:","integrateWith":"Integrate with","ireland":"Ireland","israel":"Israel","issueLabelInaccurate":"Inaccurate: it doesn’t reflect what I see in the product","issueLabelIrrelevant":"Irrelevant: it doesn’t match what I searched for","issueLabelMissingInformation":"Missing information: it’s not comprehensive enough","issueLabelUnclear":"Unclear: it’s difficult to understand","italy":"Italy","japan":"Japan","kbDescription":"Read how-to articles and guides for all HubSpot tools","kbUrl":"https://knowledge.hubspot.com/","keywords":"Keywords","keywordsCTA":"Keywords Tool","knowledgeBase":"Knowledge Base","l10nDisclaimer":null,"landingPages":"Landing Pages","landingPagesCTA":"Landing Pages","lastUpdated":"Last updated:","leadIn":"LeadIn","learnExperts":"Learn from the experts","learnMore":"Learn more","learningTracks":"Learning Tracks","legalStuff":"Legal Stuff","legalStuffUrl":"https://legal.hubspot.com/legal-stuff","lists":"Lists","listsCTA":"Lists Tool","localLang":"Spanish","localizedMenu":"Academy - Knowledge","logIn":"Log in to see support options","lookingForIntegration":"Looking for an integration? Try the []","luxembourg":"Luxembourg","mainIssueTitle":"Thanks for letting us know. How would you describe this article? ","mainPricingPage":"https://www.hubspot.com/products","malaysia":"Malaysia","manyResults":"Your search returned lots of results! Try narrowing your query by using the filters or searching more keywords.","marketing":"Marketing","marketingBasic":"Legacy Marketing Hub Basic","marketingEnterprise":"Enterprise","marketingPricingPage":"https://www.hubspot.com/products/marketing","marketingPro":"Pro","marketingSKUsLinks":"ent=true","marketingStarter":"Starter","marketingTools":"Marketing Tools","marketplaceAccount":"Template Marketplace Account","meetings":"Meetings","meetingsCTA":"Meetings","messaging":"Messaging","mexico":"Mexico","modalTargetLang":"You have chosen to view this article in <span id='target-lang-local'></span>. We're providing a link to Google Translate until we get this article localized. There could be translation errors by Google. Do you wish to proceed?","mostHelpfulArticles":"Highest rated articles","multipleIngredients":"Requires any of:","name":"Contact name","navAIChatbot":"In your HubSpot account, navigate to <strong>Automations</strong> > <strong>AI Chatbot</strong> .","navAcademy":"In your HubSpot account, click your <strong>account name</strong> in the top right corner, then click <strong>HubSpot Academy</strong>.","navAccountandBilling":"In your HubSpot account, click your <strong>account name</strong> in the top right corner, then click <strong>Account & Billing</strong>.","navActivityFeed":"In your HubSpot account, navigate to <strong>Workspaces</strong> > <strong>Prospecting</strong>. Then, click the <strong>Feed</strong> tab.","navAds":"In your HubSpot account, navigate to <strong>Marketing</strong> > <strong>Ads</strong>.","navAppMarketplace":"In your HubSpot account, click the <strong>Marketplace icon</strong> <span class='ss-icon-font'>marketplace</span> in the top navigation bar, then select <strong>App Marketplace</strong>.","navAppointments":"In your HubSpot account, navigate to <strong>CRM</strong> > <strong>Appointments</strong>.","navBlog":"In your HubSpot account, navigate to <strong>Content</strong> > <strong>Blog</strong>.","navBuyerIntent":"In your HubSpot account, navigate to <strong>Marketing</strong> > <strong>Buyer Intent</strong>.","navCTAs":"In your HubSpot account, navigate to <strong>Marketing</strong> > <strong>CTAs</strong>.","navCalendar":"In your HubSpot account, navigate to <strong>Marketing</strong> > <strong>Campaigns</strong>, then click the <strong>Calendar</strong> tab.","navCalls":"In your HubSpot account, navigate to <strong>CRM</strong> > <strong>Calls</strong>.","navCampaigns":"In your HubSpot account, navigate to <strong>Marketing</strong> > <strong>Campaigns</strong>.","navCapacityManager":"In your HubSpot account, navigate to <strong>Partner</strong> > <strong>Capacity Manager</strong>.","navCaseStudies":"In your HubSpot account, navigate to <strong>Content</strong> > <strong>Case Studies</strong>.","navChatflows":"In your HubSpot account, navigate to <strong>Automations</strong> > <strong>Chatflows</strong>.","navClientAccessManager":"In your HubSpot account, navigate to <strong>Partner</strong> > <strong>Client Access Manager</strong>.","navCoachingPlaylists":"In your HubSpot account, navigate to <strong>Library</strong> > <strong>Coaching Playlists</strong>.","navCompanies":"In your HubSpot account, navigate to <strong>CRM</strong> > <strong>Companies</strong>.","navContacts":"In your HubSpot account, navigate to <strong>CRM</strong> > <strong>Contacts</strong>.","navContentStrategy":"In your HubSpot account, navigate to <strong>Content</strong> > <strong>SEO</strong>.","navConversationsInbox":"In your HubSpot account, navigate to <strong>CRM</strong> > <strong>Inbox</strong>.","navCookieScanning":"In your HubSpot account, navigate to <strong>Content</strong> > <strong>Cookie Scanning</strong>.","navCourses":"In your HubSpot account, navigate to <strong>CRM</strong> > <strong>Courses</strong>.","navCustomEvents":"In your HubSpot account, navigate to <strong>Data Management</strong> > <strong>Custom Events</strong>.","navCustomObject":"In your HubSpot account, navigate to <strong>CRM</strong>, then select the <strong>custom object</strong>.","navCustomerFeedback":"In your HubSpot account, navigate to <strong>Automations</strong> > <strong>Surveys</strong>.","navCustomerPortal":"In your HubSpot account, navigate to <strong>Content</strong> > <strong>Customer Portal</strong>.","navCustomerSuccess":"In your HubSpot account, navigate to <strong>Workspaces</strong> > <strong>Customer Success</strong>.","navDashboard":"In your HubSpot account, navigate to <strong>Reporting</strong> > <strong>Dashboards</strong>.","navDataModel":"In your HubSpot account, navigate to <strong>Data Management</strong> > <strong> Data Model</strong>.","navDataQuality":"In your HubSpot account, navigate to <strong>Data Management</strong> > <strong> Data Quality</strong>.","navDatasets":"In your HubSpot account, navigate to <strong>Data Management</strong> > <strong>Datasets</strong>.","navDeals":"In your HubSpot account, navigate to <strong>CRM</strong> > <strong>Deals</strong>.","navDesignManager":"In your HubSpot account, navigate to <strong>Content</strong> > <strong>Design Manager</strong>.","navDirectoryInfo":"In your HubSpot account, navigate to <strong>Partner</strong> > <strong>Directory Info</strong>.","navDirectoryProfile":"In your HubSpot account, navigate to <strong>Partner</strong> > <strong>Directory Profile</strong>.","navDocuments":"In your HubSpot account, navigate to <strong>Library</strong> > <strong>Documents</strong>.","navEmail":"In your HubSpot account, navigate to <strong>Marketing</strong> > <strong>Marketing Email</strong>.","navEmbeds":"In your HubSpot account, navigate to <strong>Content</strong> > <strong>Embeds</strong>.","navFiles":"In your HubSpot account, navigate to <strong>Library</strong> > <strong>Files</strong>.","navForecast":"In your HubSpot account, navigate to <strong>Reporting</strong> > <strong>Forecast</strong>.","navForms":"In your HubSpot account, navigate to <strong>Marketing</strong> > <strong>Forms</strong>.","navGoals":"In your HubSpot account, navigate to <strong>Reporting</strong> > <strong>Goals</strong>.","navHelpDesk":"In your HubSpot account, navigate to <strong>Workspaces</strong> > <strong>Help Desk</strong>.","navHubDB":"In your HubSpot account, navigate to <strong>Content</strong> > <strong>HubDB</strong>.","navIntegrations":"In your HubSpot account, navigate to <strong>Data Management</strong> > <strong>Integrations</strong>.","navInvoices":"In your HubSpot account, navigate to <strong>Commerce</strong> > <strong>Invoices</strong>.","navKnowledgeBase":"In your HubSpot account, navigate to <strong>Content</strong> > <strong>Knowledge Base</strong>.","navLandingPages":"In your HubSpot account, navigate to <strong>Content</strong> > <strong>Landing Pages</strong>.","navLeads":"In your HubSpot account, navigate to <strong>CRM</strong> > <strong>Leads</strong>.","navListings":"In your HubSpot account, navigate to <strong>CRM</strong> > <strong>Listings</strong>.","navLists":"In your HubSpot account, navigate to <strong>CRM</strong> > <strong>Lists</strong>.","navMarketingEvents":"In your HubSpot account, navigate to <strong>Marketing</strong> > <strong>Events</strong>. ","navMarketplace":"In your HubSpot account, click the <strong>Marketplace icon</strong> <span class='ss-icon-font'>marketplace</span> in the top navigation bar, then select <strong>Template Marketplace</strong>.","navMeetings":"In your HubSpot account, navigate to <strong>Library</strong> > <strong>Meetings Scheduler</strong>.","navMemberships":"In your HubSpot account, navigate to <strong>Content</strong> > <strong>Memberships</strong>.","navNotifications":"In your HubSpot account, click the <span class='ss-icon-font'>notification</span> <strong>Notifications icon</strong> in the top navigation bar.","navPartnerCommission":"In your HubSpot account, navigate to <strong>Partner</strong> > <strong>Commission</strong>.","navPartnerDashboard":"In your HubSpot account, navigate to <strong>Partner</strong> > <strong>Dashboard</strong>.","navPartnerTier":"In your HubSpot account, navigate to <strong>Partner</strong> > <strong>Tier</strong>.","navPaymentLinks":"In your HubSpot account, navigate to <strong>Commerce</strong> > <strong>Payment Links</strong>.","navPayments":"In your HubSpot account, navigate to <strong>Commerce</strong> > <strong>Payments</strong>.","navPlaybooks":"In your HubSpot account, navigate to <strong>Library</strong> > <strong>Playbooks</strong>.","navPodcasts":"In your HubSpot account, navigate to <strong>Content</strong> > <strong>Podcasts</strong>.","navPricingandFeatures":"In your HubSpot account, click your account name in the top right corner, then click <strong>Pricing & Features</strong>.","navProducts":"In your HubSpot account, navigate to <strong>Commerce</strong> > <strong>Products</strong>.","navProfileandPreferences":"In your HubSpot account, click your account name in the top right corner, then click <strong>Profile & Preferences</strong>.","navProjects":"In your HubSpot account, click your <strong>account name</strong> in the top right corner, then click <strong>Projects</strong>.","navQuotes":"In your HubSpot account, navigate to <strong>Commerce</strong> > <strong>Quotes</strong>.","navRemix":"In your HubSpot account, navigate to <strong>Content</strong> > <strong>Remix</strong>.","navReports":"In your HubSpot account, navigate to <strong>Reporting</strong> > <strong>Reports</strong>.","navResources":"In your HubSpot account, navigate to <strong>Partner</strong> > <strong>Resources</strong>.","navSEO":"In your HubSpot account, navigate to <strong>Content</strong> > <strong>SEO</strong>.","navSMS":"In your HubSpot account, navigate to <strong>Marketing</strong> > <strong>SMS</strong>.","navSales":"In your HubSpot account, navigate to <strong>Workspaces</strong> > <strong>Sales</strong>.","navScoring":" In your HubSpot account, navigate to <strong>Marketing</strong> > <strong>Lead Scoring</strong>.","navSequences":"In your HubSpot account, navigate to <strong>Automations</strong> > <strong>Sequences</strong>.","navServices":"In your HubSpot account, navigate to <strong>CRM</strong> > <strong>Services</strong>.","navSettings":"In your HubSpot account, click the <span class='ss-icon-font'>settings</span> <strong>settings icon</strong> in the top navigation bar.","navSnippets":"In your HubSpot account, navigate to <strong>Library</strong> > <strong>Snippets</strong>.","navSocial":"In your HubSpot account, navigate to <strong>Marketing</strong> > <strong>Social</strong>.","navSubscriptions":"In your HubSpot account, navigate to <strong>Commerce</strong> > <strong>Subscriptions</strong>.","navTargetAccounts":"In your HubSpot account, navigate to <strong>CRM</strong> > <strong>Companies</strong>, then click <strong>See Target Accounts</strong>.","navTasks":"In your HubSpot account, navigate to <strong>CRM</strong> > <strong>Tasks</strong>.","navTemplates":"In your HubSpot account, navigate to <strong>Library</strong> > <strong>Templates</strong>.","navTickets":"In your HubSpot account, navigate to <strong>CRM</strong> > <strong>Tickets</strong>.","navWebsitePages":"In your HubSpot account, navigate to <strong>Content</strong> > <strong>Website Pages</strong>.","navWorkflows":"In your HubSpot account, navigate to <strong>Automations</strong> > <strong>Workflows</strong>.","netherlands":"Netherlands","new":"New","newToHubSpot":"<strong>New to HubSpot?</strong> Use <a href='https://knowledge.hubspot.com/get-started'>these guides</a> to get started.","newZealand":"New Zealand","next":"Next","nextArticle":"Next article:","no":"No","noResults":"No results found. Please try a different search query or update the filters above.","noResultsFor":"No results for “[]”","norway":"Norway","of":"of","ops":"Operations","opsPricingPage":"https://www.hubspot.com/products/operations","optionsHeading":"Additional support options","outlookOffice365Addin":"HubSpot Sales Outlook desktop add-in and Office 365 add-in","pageFeedbackDocumentationHelpful":"Great! Is there anything we could change to make it even more helpful?","pageFeedbackDocumentationUnhelpful":"Is there anything we could change to make this article helpful? ","pagePerformance":"Page Performance","pagePerformanceCTA":"Page Performance","partner":"Partners","partnerAccount":"Partner Account","partnerTileLabel":"Solutions Partners","partnersDescription":"Work with a certified Partner to do more in HubSpot","partnersUrl":"https://www.hubspot.com/agencies","passwordIncorrect":"Sorry, that password is incorrect.","paymentLinks":"Payment Links","paymentProcessing":"Payment Processing","philippines":"Philippines","phone":"Phone","pleaseLogIn":"Please log in to your HubSpot account and click the Help button to start a ticket or request a call from HubSpot support.","podcasts":"Podcasts","portugal":"Portugal","prev":"Prev","previousArticle":"Previous article:","privacyPolicy":"Privacy Policy","privacyPolicyUrl":"https://legal.hubspot.com/privacy-policy","pro":"Professional & Enterprise","proServicesUrl":"https://www.hubspot.com/services/professional","product":"Product","professional":"Professional","projects":"Projects","pwPlaceholder":"Password","quick":"Quick","quickAnswers":"Knowledge Base","readMore":"Read more","refine":"Refine search results","relatedArticles":"Related content","relatedContent":"Related content","reporting":"Reporting","reportingData":"Reporting & Data","reports":"Reports","reportsCTA":"Reports","required":"This field is required.","sales":"Sales","salesChromeExtension":"HubSpot Sales Chrome extension","salesPricingPage":"https://www.hubspot.com/products/sales","salesPro":"Starter","salesProNew":"Professional","salesSKUsLinks":"ent=true","salesTools":"Sales Tools","salesforce":"Salesforce Integration","salesforceCTA":"Salesforce","scoring":"Scoring","screenshot":"Need to add a screenshot or other attachment to your case?","screenshotMessage":"You can add files to your case by responding to the email you receive from us. Anything you attach to the email will be included in your case.","search":"Search HubSpot resources...","searchAlert":"We’ve made some improvements, and the page you’re looking for has moved. Please search below for updated content.","searchButton":"Search","searchInput":"Search our docs and learning resources","searchResultSummary":"Showing [1] out of [2] results for “[3]”","searchTerm":"Please enter a search term.","searchTheKnowledgeBase":"Search the Knowledge Base","searchThisArticle":"Search this article","seeMore":"See more","seealluserGuides":"See all User Guides","selectYourCountry":"Select your country","sequences":"Sequences","sequencesCTA":"Sequences","service":"Service","servicePricingPage":"https://www.hubspot.com/products/service","servicePro":"Professional","serviceTools":"Service Tools","showingResults":"Showing results","singapore":"Singapore","slug":null,"smartContent":"Smart Content","social":"Social Media","socialCTA":"Social Tools","sources":"Sources and Dashboard","sourcesCTA":"Sources Report","southAfrica":"South Africa","southKorea":"South Korea","spain":"Spain","spelling":"Did you mean ","startSession":"Log in to","starter":"Starter","statusPageDescription":"Get real time updates about outages and reliability","subject":"Subject","submit":"Submit","submitFeedback":"Submit feedback","submittedMessage":"You should receive an automated email from CustomerSupport [at] hubspot.com within 5 minutes of submitting your case. A member of the support team will respond to your inquiry, within one business day. If you do not, your email spam filter might be blocking the email. Please configure your spam filter to allow email from CustomerSupport [at] hubspot.com.","subscription":"Subscription","subscriptions":"Subscriptions","support":"Support","supportHoursObservedHolidays":"<span><a href=\"https://community.hubspot.com/t5/Releases-and-Updates/HubSpot-Support-Hours-amp-Observed-Holidays/ba-p/939549\">Support Hours and Observed Holidays</a></span>","supportOptionPhoneCaveat":"Please note that not all phone carriers allow toll-free dialing.","supportOptions":"Support options are based on your <a href='https://www.hubspot.com/pricing/marketing'>product plan</a>.","supportOptionsChat":"Chat","supportOptionsEmail":"Email","supportOptionsFree":"<strong>Free tools users</strong> and all View-only Seats users are supported by the <a href=\"https://community.hubspot.com\">Community</a>.","supportOptionsMicrocopy":"<p>View-only Seats users do not have access to email, chat, or phone support. If you have multiple HubSpot products, your support options are based on your highest subscription. Learn more about <a href='https://knowledge.hubspot.com/account/get-help-with-hubspot'>getting help with HubSpot</a>.</p>","supportOptionsPhone":"Phone","supportOptionsProEnt":"<strong>Professional</strong> and <strong>Enterprise</strong> accounts are supported by the above + phone. <a href='https://app.hubspot.com/home?autoOpenWidgetRoute=welcome'>Log into your account</a> to request a call or contact us directly:","supportOptionsStarter":"<strong>Starter</strong> accounts are supported by the above + <a href=\"https://app.hubspot.com/home?autoOpenZorseCreateView=true\">email and chat</a>.","supportOptionsTroubleshoot":"Having trouble logging in? Try these <a href='https://knowledge.hubspot.com/account/why-can-t-i-log-into-hubspot'>troubleshooting steps</a>.","supportPrompt":"If you are unable to log in to use the in-app Help button, please check trust.hubspot.com or fill out the form below to start a ticket. The support team will respond to your inquiry, within one business day.","supportTierEnt":"Enterprise","supportTierFree":"Free","supportTierPro":"Professional","supportTierStarter":"Starter","sweden":"Sweden","switzerland":"Switzerland","targetLangBanner":"We're providing a text from Google Translate until we get this article localized. There could be translation errors by Google.","thankYouForYourFeedback":"Thank you for your feedback, it means a lot to us.","themes":"Themes","ticketSubmitted":"Your ticket has been submitted!","toc":"Table of contents","topArticles":"Top articles","topicSearchBox":"Search articles","tryFilterOrSearchAgain":"Try a different search term or use the filter on the left to search other resources.","uae":"UAE","ugMenu":"User Guides","ugpagesubHeader":"Comprehensive manuals that help you master a specific tool or activity in HubSpot.","unitedKingdom":"United Kingdom","unitedStates":"United States","updatedBadge":"Updated","userDocumentationComments":"Please let us know what was or wasn’t helpful about this page.","userGuide":"User Guide","userGuides":"User Guides","venezuela":"Venezuela","videoTraining":"Video Training","viewProfile":"View profile","visitStatusPage":"Visit status page","webContent":"Web Content","website":"Website","websiteAndLandingPages":"Website & Landing Pages","websiteCTA":"Website pages","websitePages":"Website","whatIsInbound":"What is Inbound? The Inbound methodology not only will empower you to create a marketing campaign, but a strategy to succeed.","workWithTechConsultant":"Work with our training, consulting, and technical service teams","workflows":"Workflows","workflowsCTA":"Workflows","workspaces":"Workspaces","yes":"Yes"} } </script> <div data-global-resource-path="Knowledge/Templates/Partials/kb-footer.html"> <div id="hs_cos_wrapper_Knowledge_Footer" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <footer class="kb-footer"> <div class="kb-footer-wrapper template-centered"> <div class="footer-copywrite-container"> <a href="https://www.hubspot.com" id="footer-logo"> <img src="https://knowledge.hubspot.com/hubfs/HubSpot_Logos/HSLogo_gray.svg?t=1477504449039" alt="hubspot"> </a> <span id="copywrite">Copyright © 2025 HubSpot, Inc.</span> </div> <div class="footer-links-container"> <ul class="footer-link"> <li> <a href="https://legal.hubspot.com/legal-stuff">Legal Stuff</a> </li> <li> <a href="https://legal.hubspot.com/privacy-policy">Privacy Policy</a> </li> <li class="hs-footer-cookie-settings" hidden> <a id="hs-eu-footer-settings-link" href="javascript:void(0)">Cookie Settings</a> </li> </ul> </div> </div> </footer></div>  </div> </div>  <script defer src="/hs/hsstatic/content-cwv-embed/static-1.1293/embed.js" nonce="j1HZWAsZunX/nX5GUU4HCw=="></script> <script src="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/template_assets/171253060982/1719334439266/Knowledge/Scripts/highContrast.min.js" nonce="j1HZWAsZunX/nX5GUU4HCw=="></script> <script src="https://knowledge.hubspot.com/hs-fs/hubfs/hub_generated/template_assets/1/185813233057/1738784483349/template_hideNav.min.js" nonce="j1HZWAsZunX/nX5GUU4HCw=="></script> <script nonce="j1HZWAsZunX/nX5GUU4HCw=="> var hsVars = hsVars || {}; hsVars['language'] = 'en'; </script> <script src="/hs/hsstatic/cos-i18n/static-1.53/bundles/project.js" nonce="j1HZWAsZunX/nX5GUU4HCw=="></script> <script src="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/template_assets/103790083179/1723471307476/Knowledge/Scripts/autocomplete.min.js" nonce="j1HZWAsZunX/nX5GUU4HCw=="></script> <script src="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/module_assets/28762968831/1730301755382/module_28762968831_Self_Service_Header.min.js" nonce="j1HZWAsZunX/nX5GUU4HCw=="></script> <script src="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/module_assets/27237248932/1730301753260/module_27237248932_Knowledge_Nav_Mar2020.min.js" nonce="j1HZWAsZunX/nX5GUU4HCw=="></script> <script src="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/module_assets/75180171821/1730301756005/module_75180171821_adblocker-warning.min.js" nonce="j1HZWAsZunX/nX5GUU4HCw=="></script> <script src="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/module_assets/158601383022/1730301754335/module_158601383022_Lightbox.min.js" nonce="j1HZWAsZunX/nX5GUU4HCw=="></script> <script src="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/module_assets/69201365528/1730301752071/module_69201365528_KB_Article_Rating.min.js" nonce="j1HZWAsZunX/nX5GUU4HCw=="></script> <script src="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/module_assets/121870956699/1730301750029/module_121870956699_Article_search.min.js" nonce="j1HZWAsZunX/nX5GUU4HCw=="></script> <script defer src="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/module_assets/11295237721/1730301756256/module_11295237721_toc.min.js" nonce="j1HZWAsZunX/nX5GUU4HCw=="></script> <script src="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/module_assets/34035461660/1730301764036/module_34035461660_Related_Content.min.js" nonce="j1HZWAsZunX/nX5GUU4HCw=="></script> <script defer src="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/template_assets/57245085745/1700590929453/Knowledge/Scripts/image-localization.min.js" nonce="j1HZWAsZunX/nX5GUU4HCw=="></script> <script src="//knowledge.hubspot.com/hubfs/hub_generated/template_assets/1/105683881912/1736265971545/template_disclaimer.min.js" nonce="j1HZWAsZunX/nX5GUU4HCw=="></script> <script src="https://knowledge.hubspot.com/hs-fs/hub/53/hub_generated/template_assets/105683881913/1700590934469/Knowledge/Scripts/Localization/link-localization.min.js" nonce="j1HZWAsZunX/nX5GUU4HCw=="></script> <script type="text/javascript" src="https://js.hubspot.com/ut-js/knowledge-hubspot-dot-com.js" async nonce="j1HZWAsZunX/nX5GUU4HCw=="></script>  <script type="text/javascript" nonce="j1HZWAsZunX/nX5GUU4HCw=="> var _hsq = _hsq || []; _hsq.push(["setContentType", "blog-post"]); _hsq.push(["setCanonicalUrl", "https:\/\/knowledge.hubspot.com\/workflows\/create-workflows"]); _hsq.push(["setPageId", "6088714729"]); _hsq.push(["setContentMetadata", { "contentPageId": 6088714729, "legacyPageId": "6088714729", "contentFolderId": null, "contentGroupId": 3345520891, "abTestId": null, "languageVariantId": 6088714729, "languageCode": "en", }]); </script> <script type="text/javascript" id="hs-script-loader" async defer src="/hs/scriptloader/53.js" nonce="j1HZWAsZunX/nX5GUU4HCw=="></script>  <script type="text/javascript" nonce="j1HZWAsZunX/nX5GUU4HCw=="> var hsVars = { render_id: "8ce42ee8-2962-4b71-b11b-78b47ac865d5", ticks: 1739808336615, page_id: 6088714729, content_group_id: 3345520891, portal_id: 53, app_hs_base_url: "https://app.hubspot.com", cp_hs_base_url: "https://cp.hubspot.com", language: "en", analytics_page_type: "blog-post", scp_content_type: "", analytics_page_id: "6088714729", category_id: 3, folder_id: 0, is_hubspot_user: false } </script> <script defer src="/hs/hsstatic/HubspotToolsMenu/static-1.393/js/index.js" nonce="j1HZWAsZunX/nX5GUU4HCw=="></script>  <script type="text/javascript" src="https://static.hsappstatic.net/ZorseWidgetUI/ex/zorse_academy.js" nonce="j1HZWAsZunX/nX5GUU4HCw=="></script> <script type="text/javascript" src="https://static.hsappstatic.net/ZorseButtonUI/ex/coffee/button_injector.js" nonce="j1HZWAsZunX/nX5GUU4HCw=="></script> <script type="text/javascript" src="https://knowledge.hubspot.com/wt-assets/static-files/mktg-analytics/latest/bundle.min.js?1173" nonce="j1HZWAsZunX/nX5GUU4HCw=="></script> <div id="fb-root"></div> <script nonce="j1HZWAsZunX/nX5GUU4HCw==">(function(d, s, id) { var js, fjs = d.getElementsByTagName(s)[0]; if (d.getElementById(id)) return; js = d.createElement(s); js.id = id; js.src = "//connect.facebook.net/en_GB/sdk.js#xfbml=1&version=v3.0"; fjs.parentNode.insertBefore(js, fjs); }(document, 'script', 'facebook-jssdk'));</script> <script nonce="j1HZWAsZunX/nX5GUU4HCw==">!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src="https://platform.twitter.com/widgets.js";fjs.parentNode.insertBefore(js,fjs);}}(document,"script","twitter-wjs");</script> </body></html>

CINXE.COM

Create workflows