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Create custom workflow inside HubSpot

Adding workflows helps you automate your sales process to make your team more efficient. You can set enrollment criteria to automatically enroll records and take actions on your contacts, companies, deals, quotes, and tickets. 

To create a custom workflow: 

  1. Log-in to HubSpot using your existing credentials.

  2. Click on Automation tab > Workflows from the top menu.

  1. Click on the Create workflow from the top right. 

  2. Give your new workflow a name by clicking on the Edit icon at the top.

  1. Select the Workflow Type as Contact-based from the left panel.

  2. Choose whether you want to start your workflow from scratch (to begin with a blank workflow) or from a template (to start with a default set of enrollment triggers and actions).

  3. Click Next.

To set up enrollment criteria:

  1. Click on Set enrollment triggers and pick any trigger from the options listed. 

  2. You can add multiple enrollment triggers based on your use-case.

  3. Here as an example, Form submissions have been selected as the enrollment trigger.

  1. Now, set up the criteria based on which your workflow will be set in action.

Criteria 1: 

  1. Select the option and click Apply Filter.

To set other criteria: 

  1. Click AND or OR.

  2. Select the option and click Apply Filter.

  1. Once you’ve set all your trigger criteria, click Save

To add workflow actions:

  1. Click the Plus icon and choose an action.

  1. As an example,  Create task has been selected

  1. Once you are done, click Save.

To set up the contact inside Hippo Video:

  1. Click the Plus icon and select Hippo Video - Add Contact.

  2. Select a contact and click on Save

  1. Once you are done, click Save.

  1. Now you are all set.

  2. After setting up your workflow, click on Review and Publish at the top right. 

  3. Finally, click Turn On to bring your workflow to life.


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