---
title: How to use HubSpot workflows for Sales
description: Discover how sales teams can use HubSpot workflows to automate lead assignments, follow-ups and handoffs. Improve efficiency and close more deals.
---
[Skip to content](https://sidekick.project36.io/how-to-use-hubspot-workflows-for-sales#main-content)
[.svg)](https://www.project36.io/?hsLang=en)
- [Help Articles](https://sidekick.project36.io/)
- Toolkits
Show submenu for Toolkits
- [For B2B Businesses](http://www.project36.io/b2bfintech-toolkit)
- [For B2C Businesses](http://www.project36.io/b2cfintech-toolkit)
- [Blog](http://www.project36.io/blog)
Open main navigation
Close main navigation
- [Help Articles](https://sidekick.project36.io/)
- Toolkits
Show submenu for Toolkits
- [For B2B Businesses](http://www.project36.io/b2bfintech-toolkit)
- [For B2C Businesses](http://www.project36.io/b2cfintech-toolkit)
- [Blog](http://www.project36.io/blog)
- [Get in touch](https://www.project36.io/contact)
[Get in touch](https://www.project36.io/contact?hsLang=en)
How can we help you?
- There are no suggestions because the search field is empty.
1. [SideKick by Project36](https://sidekick.project36.io/?hsLang=en)
2. [HubSpot Automation](https://sidekick.project36.io/hubspot-automation?hsLang=en)
3. [Workflows](https://sidekick.project36.io/hubspot-automation?hsLang=en#workflows)
# How to use HubSpot workflows for Sales
## Use HubSpot workflows to automate lead assignment, follow-ups and deal progression—saving time and helping your sales team close faster.
HubSpot workflows aren’t just for marketing—they’re a **powerful automation tool for sales teams**, helping you streamline follow-ups, assign leads, and keep deals moving through the pipeline. With the right workflows, you can **reduce manual work, improve response times, and close deals faster**.
### **How Sales Teams Can Use HubSpot Workflows**
Workflows allow sales teams to:
✅ **Automate lead assignment** – Ensure new leads go to the right reps instantly.
✅ **Send timely follow-ups** – Trigger emails or tasks based on a prospect’s actions.
✅ **Keep deals progressing** – Move deals through the pipeline automatically.
✅ **Track engagement** – Get notified when a lead opens an email or views pricing.
### **Examples of Sales Workflows**
#### **Lead Assignment Workflow**
**Purpose:** Automatically assign new leads to sales reps based on territory, industry, or company size.
**How it works:**
- A new lead fills out a form.
- The workflow checks their location or company type.
- The lead is assigned to the appropriate sales rep.
- The rep receives an instant Slack or email notification.
#### **Deal Nurture Workflow**
**Purpose:** Keep deals moving by automating follow-ups and reminders.
**How it works:**
- A deal moves to the “Proposal Sent” stage.
- The workflow waits 3 days, then sends a follow-up email.
- If there’s no response after another 5 days, a task is created for the rep to call.
#### **Re-Engagement Workflow**
**Purpose:** Bring cold leads back into the sales process.
**How it works:**
- A lead hasn’t replied to emails or taken action in 30 days.
- The workflow sends a personalized check-in email.
- If no response after 7 days, a task is created for the sales rep to reconnect.
#### **Closed-Won Handoff Workflow**
**Purpose:** Ensure smooth transition from sales to customer success.
**How it works:**
- A deal is marked “Closed-Won.”
- The workflow creates a task for the onboarding team.
- The new customer receives a welcome email with next steps.
Sales workflows help **speed up processes, improve follow-ups, and increase conversions**—without adding extra work for your team. Start automating today and let HubSpot handle the busywork while you focus on closing deals. 🚀
- [HubSpot Onboarding](https://sidekick.project36.io/hubspot-onboarding?hsLang=en#main-content)
- [Before you begin](https://sidekick.project36.io/hubspot-onboarding?hsLang=en#before-you-begin)
- [Configuring your account](https://sidekick.project36.io/hubspot-onboarding?hsLang=en#configuring-your-account)
- [HubSpot CRM](https://sidekick.project36.io/hubspot-crm?hsLang=en#main-content)
- [Setting up the basics](https://sidekick.project36.io/hubspot-crm?hsLang=en#setting-up-the-basics)
- [Managing contacts](https://sidekick.project36.io/hubspot-crm?hsLang=en#managing-contacts)
- [HubSpot Marketing Hub](https://sidekick.project36.io/hubspot-marketing-hub?hsLang=en#main-content)
- [Sending emails](https://sidekick.project36.io/hubspot-marketing-hub?hsLang=en#sending-emails)
- [Using forms for Marketing](https://sidekick.project36.io/hubspot-marketing-hub?hsLang=en#using-forms-for-marketing)
- [HubSpot Content Hub](https://sidekick.project36.io/hubspot-content-hub?hsLang=en)
- [HubSpot Sales Hub](https://sidekick.project36.io/hubspot-sales-hub?hsLang=en#main-content)
- [Sending emails](https://sidekick.project36.io/hubspot-sales-hub?hsLang=en#sending-emails)
- [Managing deals](https://sidekick.project36.io/hubspot-sales-hub?hsLang=en#managing-deals)
- [HubSpot Service Hub](https://sidekick.project36.io/hubspot-service-hub?hsLang=en#main-content)
- [Customer surveys](https://sidekick.project36.io/hubspot-service-hub?hsLang=en#customer-surveys)
- [HubSpot Automation](https://sidekick.project36.io/hubspot-automation?hsLang=en#main-content)
- [AI](https://sidekick.project36.io/hubspot-automation?hsLang=en#ai)
- [Sequences](https://sidekick.project36.io/hubspot-automation?hsLang=en#sequences)
- [Workflows](https://sidekick.project36.io/hubspot-automation?hsLang=en#workflows)
- [HubSpot Reporting & Data](https://sidekick.project36.io/hubspot-reporting-data?hsLang=en#main-content)
- [Marketing reports](https://sidekick.project36.io/hubspot-reporting-data?hsLang=en#marketing-reports)
- [Sales Reports](https://sidekick.project36.io/hubspot-reporting-data?hsLang=en#sales-reports)
- [Customer Service reports](https://sidekick.project36.io/hubspot-reporting-data?hsLang=en#customer-service-reports)
- Services
- [HubSpot onboarding](http://www.project36.io/hubspot-onboarding)
- [Monthly HubSpot Support](http://www.project36.io/pricing)
- [HubSpot websites](http://www.project36.io/hubspot-websites)
- [Industries](http://www.project36.io/who-we-serve-project36)
- [Success stories](http://www.project36.io/client-testimonials-project36)
- [Pricing](http://www.project36.io/pricing)
- [Blog](http://www.project36.io/blog)
- Company
- [Why Project36](http://www.project36.io/why-project36)
- [About Project36](http://www.project36.io/about)
- [B-Corp](http://www.project36.io/blog/certified-b-corp-better-growth-not-just-bigger-growth)
- [Contacts](http://www.project36.io/contact)
[](http://project36.io?hsLang=en)
[mailto:email@email.com](mailto:email@email.com)
Copyright © 2025, Project36