What is a HubSpot workflow?

HubSpot workflows let you automate tasks, nurture leads, and streamline processes, but what exactly can they do? Here’s a breakdown of the key actions you can create in a HubSpot workflow and how they work.

Key Workflow Actions & What They Do

📩 Send an Email

Automatically send an email to a contact based on their actions, like filling out a form or signing up for a webinar.

🏷 Update Contact, Company, or Deal Properties

Modify key information in a record, such as updating a lead’s lifecycle stage from “Subscriber” to “Marketing Qualified Lead (MQL).”

🔀 Branch Logic (If/Then)

Split contacts into different paths based on their behaviour. For example, if a contact opens an email, they move down one path; if they don’t, they get a follow-up.

🔔 Send Internal Notification

Alert your team when a lead takes an important action, like visiting your pricing page or reaching a specific lead score.

👥 Assign Contacts to Owners

Automatically assign leads to sales reps based on criteria like company size, location, or industry.

📆 Create a Task

Generate tasks for your team, like reminding a sales rep to follow up with a prospect after they engage with a key piece of content.

⏳ Delay Actions

Pause an automation for a set time before the next action happens, like waiting 3 days before sending a follow-up email.

🔄 Rotate Leads

Evenly distribute new leads among your sales team to keep workloads balanced.

🔃 Enrol in Another Workflow

Send contacts into a different workflow—perfect for moving someone from a nurture sequence to a sales follow-up process.

❌ Remove from a Workflow

Exit a contact from an active workflow if they meet specific conditions, like marking a lead as “Unqualified” if they don’t engage after multiple emails.

💡Pro Tips for Using Workflow Actions

Keep It Simple – Start with clear objectives and avoid overcomplicating automation.

Personalise Where Possible – Use contact data to tailor messaging and engagement.

Test & Optimise – Regularly review performance and tweak actions for better results.

By using the right actions in HubSpot workflows, you can automate smarter, engage better, and convert faster—all while saving time. 🚀