HubSpot
HubSpot is an all-in-one CRM platform with marketing, sales, and service automation.
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How to create a workflow from scratch in HubSpot

Here is how to create a workflow from scratch in hubspot

  1. First, click on the "Automations" option in the left sidebar menu
  2. Then click on "Workflows" in the dropdown menu that appears
  3. Click on the "Create workflow" button in the top-right corner
  4. Select the "From scratch" option from the dropdown menu
  5. On the workflow type selection screen, choose the type of records you want to enrol in the workflow
  6. Click the "Next" button in the top-right corner
  7. Click the edit pencil icon and enter your workflow's name
  8. Fill in the name, then click the "Save" button
  9. Click on the property value in the workflow editor to add a description
  10. Click the "Save" button in the workflow trigger settings
  11. Finally, click the "Review and publish" button to complete the workflow setup

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Why should you create a workflow from scratch in HubSpot

HubSpot is a powerful platform designed to enhance marketing, sales, and service efforts seamlessly.

Creating a workflow from scratch in HubSpot enables businesses to automate repetitive tasks and streamline operations effortlessly.

This feature saves time, enhances productivity, and ensures consistent communication across customer interactions.

By personalizing these automated processes, businesses can nurture leads effectively and improve customer engagement, offering a tailored experience to every client.

Last update
February 6, 2026
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