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Introduction to Workflows

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Automation helps businesses save time by handling repetitive tasks, ensuring that important processes run smoothly without manual effort. One of the easiest ways to get started with automation in HubSpot is by setting up a workflow.

Let's walk through creating a simple workflow that automatically sends a welcome email to new subscribers.

Step 1: accessing workflows in HubSpot
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  1. Log into your HubSpot dashboard;
  2. Navigate to Automations → Workflows from the main menu;
  3. Click Create Workflow and choose Start from Scratch.
Step 2: setting up the workflow trigger A trigger determines when the workflow starts. In this case, we want the workflow to begin when someone joins the New Subscribers list; Select Contact-based workflow; Click Set Enrollment Trigger and choose List Membership Changed; Select New Subscribers as the list that will trigger the workflow; Click Save to confirm. Now, whenever someone is added to this list, the workflow will automatically start. Step 3: adding an action to the workflow Now that the workflow is triggered, we need to define what happens next; Click the + button to add an action; Select Send Email under Communications Actions; If you already have a pre-made welcome email, select it. Otherwise, click Create New Email. Step 4: creating the welcome email
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  1. A trigger determines when the workflow starts. In this case, we want the workflow to begin when someone joins the New Subscribers list;
  2. Select Contact-based workflow;
  3. Click Set Enrollment Trigger and choose List Membership Changed;
  4. Select New Subscribers as the list that will trigger the workflow;
  5. Click Save to confirm. Now, whenever someone is added to this list, the workflow will automatically start.

Conclusion

HubSpot workflows streamline communication and improve efficiency by automating repetitive tasks like sending emails. By setting up this simple workflow, you ensure that every new subscriber gets a warm welcome without manual intervention.

1. Where do you access workflows in HubSpot?

2. What triggers this workflow to start?

3. What is the purpose of adding an action to the workflow?

4. What type of email should be sent in this workflow?

5. What happens after you turn on the workflow?

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Where do you access workflows in HubSpot?

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What triggers this workflow to start?

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What is the purpose of adding an action to the workflow?

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What type of email should be sent in this workflow?

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What happens after you turn on the workflow?

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Introduction to Workflows

Automation helps businesses save time by handling repetitive tasks, ensuring that important processes run smoothly without manual effort. One of the easiest ways to get started with automation in HubSpot is by setting up a workflow.

Let's walk through creating a simple workflow that automatically sends a welcome email to new subscribers.

Step 1: accessing workflows in HubSpot
expand arrow
  1. Log into your HubSpot dashboard;
  2. Navigate to Automations → Workflows from the main menu;
  3. Click Create Workflow and choose Start from Scratch.
Step 2: setting up the workflow trigger A trigger determines when the workflow starts. In this case, we want the workflow to begin when someone joins the New Subscribers list; Select Contact-based workflow; Click Set Enrollment Trigger and choose List Membership Changed; Select New Subscribers as the list that will trigger the workflow; Click Save to confirm. Now, whenever someone is added to this list, the workflow will automatically start. Step 3: adding an action to the workflow Now that the workflow is triggered, we need to define what happens next; Click the + button to add an action; Select Send Email under Communications Actions; If you already have a pre-made welcome email, select it. Otherwise, click Create New Email. Step 4: creating the welcome email
expand arrow
  1. A trigger determines when the workflow starts. In this case, we want the workflow to begin when someone joins the New Subscribers list;
  2. Select Contact-based workflow;
  3. Click Set Enrollment Trigger and choose List Membership Changed;
  4. Select New Subscribers as the list that will trigger the workflow;
  5. Click Save to confirm. Now, whenever someone is added to this list, the workflow will automatically start.

Conclusion

HubSpot workflows streamline communication and improve efficiency by automating repetitive tasks like sending emails. By setting up this simple workflow, you ensure that every new subscriber gets a warm welcome without manual intervention.

Все було зрозуміло?

Як ми можемо покращити це?

Дякуємо за ваш відгук!

Секція 3. Розділ 1
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