---
title: What is a HubSpot workflow?
description: Learn about the key actions available in HubSpot workflows—from sending emails to updating properties—and how to use them effectively.
---
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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)
# What is a HubSpot workflow?
## Understand what each HubSpot workflow action does so you can build smarter, more effective automations.
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. 🚀
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