Create a workflow
by Joaquín Roca
- Step 1
Click Automation
- Step 2You should be on https://app.hubspot.com/reports-dashboard/19894040/view/8692976
Click Workflows
- Step 3You should be on https://app.hubspot.com/workflows/19894040/view/all
Click on the Create workflow button
- Step 4You should be on https://app.hubspot.com/workflows/19894040/platform/create/new?flowTypeId=0-1&scrollToElementId=scroll-to-flow-type-0-1
Click on the Next button
- Step 5You should be on https://app.hubspot.com/workflows/19894040/platform/flow/176487253/edit
Click on the Set up triggers button
- Step 6You should be on https://app.hubspot.com/workflows/19894040/platform/flow/176494176/edit/actions/enrollment/filters
Click Contact properties
- Step 7
Search for the property you will use as a trigger
- Step 8You should be on https://app.hubspot.com/workflows/19894040/platform/flow/176494176/edit/actions/enrollment/filters
Select the property
- Step 9
Click is known
- Step 10You should be on https://app.hubspot.com/workflows/19894040/platform/flow/176494176/edit/actions/enrollment/filters
Click on the Apply filter button
- Step 11
Click on the AND button
- Step 12You should be on https://app.hubspot.com/workflows/19894040/platform/flow/176494176/edit/actions/enrollment/filters
Click Contact properties
- Step 13
Click where you see the pulse
- Step 14You should be on https://app.hubspot.com/workflows/19894040/platform/flow/176494176/edit/actions/enrollment/filters
Click on the Now in Sequence button
- Step 15
Click on the True button
- Step 16You should be on https://app.hubspot.com/workflows/19894040/platform/flow/176494176/edit/actions/enrollment/filters
Click on the Apply filter button
- Step 17You should be on https://app.hubspot.com/workflows/19894040/platform/flow/176494204/edit/actions/enrollment/filters
Click on the button
- Step 18You should be on https://app.hubspot.com/workflows/19894040/platform/flow/176494176/edit/actions/new-action?edgeId=enrollment-edge-0
Click Create record
- Step 19You should be on https://app.hubspot.com/workflows/19894040/platform/flow/176494176/edit/actions/new-action/create-object?edgeId=enrollment-edge-0&
Click Search
- Step 20You should be on https://app.hubspot.com/workflows/19894040/platform/flow/176494176/edit/actions/new-action/create-object?edgeId=enrollment-edge-0&typeId=0-3
Click
- Step 21
Select the deal and stage
- Step 22You should be on https://app.hubspot.com/workflows/19894040/platform/flow/176494176/edit/actions/new-action/create-object?edgeId=enrollment-edge-0&typeId=0-3
Click on the SaveLoading button
- Step 23You should be on https://app.hubspot.com/workflows/19894040/platform/flow/176494176/edit
Click on the Review and publish button
- Step 24You should be on https://app.hubspot.com/workflows/19894040/platform/flow/176494176/review
Name your workflow
- Step 25
Click on the Turn on button
Description:
How to Create a workflow on app.hubspot.com in 25 steps
Total steps:
25
Time to complete:
5 min
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