--- title: How to Set Up HubSpot Workflows the RIGHT Way description: Learn how to create workflows inside HubSpot with these best practices. Streamline your business operations and drive growth with automation. image: https://fissionagency.com/hubfs/How%20to%20Set%20Up%20HubSpot%20Workflows%20the%20RIGHT%20Way.png --- [Skip to main content](https://fissionagency.com/blog/set-up-hubspot-workflows#main-content) [![2026 logo](https://fissionagency.com/hs-fs/hubfs/2026%20logo.png?width=400&height=175&name=2026%20logo.png "2026 logo")](https://fissionagency.com) - [FissionOS™](https://fissionagency.com/fissionos) - [Services](https://fissionagency.com/services) - [Plans](https://fissionagency.com/plans) - Resources - [The CRM Code Newsletter](https://fissionagency.com/the-crm-code) - [Blog](https://fissionagency.com/blog) - [eBook: Reorganize Your CRM](https://fissionagency.com/reorganize-your-crm-in-less-than-1-hour-2026) - [AI Readiness Assessment](https://fissionagency.com/ai-readiness-assessment) - [Partners](https://fissionagency.com/partners) - [Kind Words](https://fissionagency.com/#testimonials) [Book a Strategy Call](https://fissionagency.com/#book) - [FissionOS™](https://fissionagency.com/fissionos) - [Services](https://fissionagency.com/services) - [Plans](https://fissionagency.com/plans) - Resources - [The CRM Code Newsletter](https://fissionagency.com/the-crm-code) - [Blog](https://fissionagency.com/blog) - [eBook: Reorganize Your CRM](https://fissionagency.com/reorganize-your-crm-in-less-than-1-hour-2026) - [AI Readiness Assessment](https://fissionagency.com/ai-readiness-assessment) - [Partners](https://fissionagency.com/partners) - [Kind Words](https://fissionagency.com/#testimonials) [Back to The Runbook](https://fissionagency.com/blog) [Workflows](https://fissionagency.com/blog/tag/workflows) # How to Set Up HubSpot Workflows the RIGHT Way [Connor Skelly](https://fissionagency.com/blog/author/connor-skelly) June 06, 2023 4 min read In this post Creating workflows inside HubSpot can be a powerful tool to help automate your marketing, sales, and customer service processes. Workflows can help you streamline your business operations, improve efficiency, and ultimately, drive growth. In this blog post, we'll explore some of the best practices for creating workflows inside HubSpot, following SEO guidelines. ## 1. Understand Your Business Needs Before creating a workflow in HubSpot, you need to understand your business needs. What are the goals of the workflow? What actions do you want to automate? For example, you may want to create a workflow that automatically sends an email to leads when they download a specific piece of content or when they visit your pricing page. Understanding your business needs will help you create a more effective workflow that meets your goals and objectives. ## 2. Define Your Workflow Triggers Once you have identified your business needs, the next step is to define your workflow triggers. Triggers are the events that will start your workflow. In HubSpot, triggers can include actions such as form submissions, email opens, or page views. When creating triggers for your workflow, it's important to think about what actions you want your contacts to take to trigger the workflow. For example, if you want to trigger a workflow when someone fills out a form, you'll need to create a form and set it up to trigger the workflow when the form is submitted. ## 3. Map Your Workflow Steps After you have defined your workflow triggers, the next step is to map out the steps of your workflow. This involves deciding what actions will be taken in response to the trigger event. For example, if the trigger is a form submission, the first step in your workflow might be to send a welcome email to the contact. As you map out your workflow steps, it's important to think about the order in which actions should be taken and what actions are necessary to achieve your goals. ## 4. Create Your Workflow Actions With your workflow steps mapped out, it's time to create the actions that will be taken in response to each step. In HubSpot, workflow actions can include sending emails, creating tasks, updating contact properties, or adding contacts to a list. When creating your workflow actions, it's important to ensure that they are aligned with your goals and objectives. For example, if your goal is to nurture leads, you might want to create a series of emails that are sent over a period of weeks to keep leads engaged. ## 5. Test and Optimize Your Workflow Once you have created your workflow, it's important to test it thoroughly to ensure that it is working correctly. Testing can involve running the workflow on a test group of contacts or running it in a test environment to ensure that everything is working as expected. After testing your workflow, you may find that there are areas for optimization. For example, you might discover that certain steps in your workflow are not necessary or that some actions need to be adjusted to achieve your goals more effectively. Use data to inform your optimization efforts, such as open rates, click-through rates, and conversion rates. ## 6. Monitor and Refine Your Workflow Finally, it's important to monitor your workflow on an ongoing basis to ensure that it is achieving your desired results. Monitor key performance indicators such as open rates, click-through rates, and conversion rates to identify areas for improvement. Refine your workflow as needed to ensure that it continues to meet your goals and objectives. In conclusion, creating workflows inside HubSpot can be a powerful tool for automating your business processes. By following these best practices, you can create effective workflows that drive growth and improve efficiency. Remember to start by understanding your business needs, defining your workflow triggers, mapping your workflow steps, creating your workflow actions, testing and optimizing your workflow, and monitoring and refining your workflow over time. Share [mailto:?subject=%3Cspan+id%3D%22hs_cos_wrapper_name%22+class%3D%22hs_cos_wrapper+hs_cos_wrapper_meta_field+hs_cos_wrapper_type_text%22+style%3D%22%22+data-hs-cos-general-type%3D%22meta_field%22+data-hs-cos-type%3D%22text%22+%3EHow+to+Set+Up+HubSpot+Workflows+the+RIGHT+Way%3C%2Fspan%3E&body=Check%20out%20this%20post:%20https%3A%2F%2Ffissionagency.com%2Fblog%2Fset-up-hubspot-workflows](mailto:?subject=%3Cspan+id%3D%22hs_cos_wrapper_name%22+class%3D%22hs_cos_wrapper+hs_cos_wrapper_meta_field+hs_cos_wrapper_type_text%22+style%3D%22%22+data-hs-cos-general-type%3D%22meta_field%22+data-hs-cos-type%3D%22text%22+%3EHow+to+Set+Up+HubSpot+Workflows+the+RIGHT+Way%3C%2Fspan%3E&body=Check%20out%20this%20post:%20https%3A%2F%2Ffissionagency.com%2Fblog%2Fset-up-hubspot-workflows) ![Connor Skelly](https://fissionagency.com/hubfs/Screenshot%202026-04-27%20at%202.54.56%20PM.png) Connor Skelly Connor is the founder of Fission. He has a long history working with B2B and B2C companies in marketing, sales enablement, and operations. He loves his wife, his 2 cats, and the Chicago Cubs. [Workflows](https://fissionagency.com/blog/tag/workflows) [Using HubSpot](https://fissionagency.com/blog/tag/using-hubspot) READY TO FIX YOUR OPS? ### A workflow is only as good as the process it automates. Let's look at whether your automations are driving results or just running in the background. [Book a strategy call](https://fissionagency.com#book) ## Keep reading [![](https://fissionagency.com/hs-fs/hubfs/HubSpot%20Automation.png?width=600&height=375&name=HubSpot%20Automation.png) Workflows The most common request we hear in discovery calls is some version of "we need to automate our lead handoff." Marketing ... Apr 28, 2026](https://fissionagency.com/blog/hubspot-automation) [![](https://fissionagency.com/hs-fs/hubfs/The%20Sales%20Manager%E2%80%99s%20Cheat%20Sheet%20To%20Using%20HubSpot%20\(And%20How%20Data%20Entry%20Can%20Help%20Your%20Team%20Hit%20Their%20Numbers.png?width=600&height=375&name=The%20Sales%20Manager%E2%80%99s%20Cheat%20Sheet%20To%20Using%20HubSpot%20\(And%20How%20Data%20Entry%20Can%20Help%20Your%20Team%20Hit%20Their%20Numbers.png) Workflows Running a sales team is a bit like juggling flaming torches. Feb 12, 2025](https://fissionagency.com/blog/sales-manager-cheat-sheet-to-using-hubspot) [![](https://fissionagency.com/hs-fs/hubfs/Why%20Rushing%20Into%20CRM%20Automation%20Can%20Derail%20Your%20Business.png?width=600&height=375&name=Why%20Rushing%20Into%20CRM%20Automation%20Can%20Derail%20Your%20Business.png) Workflows If you are looking to build more efficient teams, it’s tough to ignore automation. Jul 30, 2024](https://fissionagency.com/blog/why-rushing-into-crm-automation-can-derail-your-business) [![](https://fissionagency.com/hs-fs/hubfs/How%20to%20automate%20lead%20routing%20in%20HubSpot-1.png?width=600&height=375&name=How%20to%20automate%20lead%20routing%20in%20HubSpot-1.png) Workflows No video selected Select a video type in the sidebar. Anyone in a leadership position at any company understand how ... Jun 12, 2023](https://fissionagency.com/blog/how-to-automate-lead-routing-in-hubspot) ## Ready to Fix Your HubSpot Operations? Book a diagnostic call. 30 minutes. No pitch. Just an honest look at your HubSpot setup and where to start. Book a Call [![2026 logo white (1)](https://fissionagency.com/hs-fs/hubfs/2026%20logo%20white%20(1).png?width=225&height=98&name=2026%20logo%20white%20(1).png "2026 logo white (1)")](https://fissionagency.com) Your HubSpot partner for RevOps and thoughtful AI enablement. From strategy to implementation, we build the foundation that scales your team. #### Quick Links - [Services](https://fissionagency.com/services) - [Plans](https://fissionagency.com/plans) - [AI Readiness Assessment](https://fissionagency.com/ai-readiness-assessment) - [Blog](https://fissionagency.com/blog) - [eBook: Reorganize Your CRM](https://fissionagency.com/reorganize-your-crm-in-less-than-1-hour-2026) - [Partners](https://fissionagency.com/partners) #### The CRM Code Practical HubSpot tips, ops strategies, and the occasional hot take. Delivered to your inbox. [Subscribe](https://fissionagency.com/the-crm-code) © 2026 Fission. All rights reserved. - [AI Reference](https://fissionagency.com/llms.txt) - [Privacy Policy](https://fissionagency.com/privacy-policy-fission) - [Terms of Service](https://fissionagency.com/terms-of-service-2026) - [Cookie Settings](https://fissionagency.com#cookie-settings) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Connor Skelly", "url" : "https://fissionagency.com/blog/author/connor-skelly" }, "dateModified" : "2026-04-29T19:38:39.344Z", "datePublished" : "2023-06-06T14:00:00.000Z", "headline" : "How to Set Up HubSpot Workflows the RIGHT Way", "image" : [ "https://fissionagency.com/hubfs/How%20to%20Set%20Up%20HubSpot%20Workflows%20the%20RIGHT%20Way.png" ], "mainEntityOfPage" : { "@id" : "https://fissionagency.com/blog/set-up-hubspot-workflows", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://fissionagency.com/hubfs/2026%20logo.png" }, "name" : "Fission" } } ``` ```json { "@context" : "https://schema.org", "@type" : "Organization", "address" : { "@type" : "PostalAddress", "addressCountry" : "US", "addressLocality" : "Chicago", "addressRegion" : "IL" }, "alternateName" : "Fission Agency", "contactPoint" : { "@type" : "ContactPoint", "contactType" : "sales", "email" : "connor@fissionagency.com", "url" : "https://fissionagency.com/#book" }, "description" : "Fission is an operations agency for B2B companies running on HubSpot. We fix how sales, marketing and client success operate, then build those operations into HubSpot.", "knowsAbout" : [ "HubSpot", "Revenue operations", "CRM implementation", "CRM migration", "HubSpot portal consolidation", "Breeze AI agents", "AI enablement" ], "logo" : "https://20824941.fs1.hubspotusercontent-na1.net/hubfs/20824941/2026%20logo.png", "name" : "Fission", "sameAs" : [ "https://www.linkedin.com/company/fissionagency/", "https://ecosystem.hubspot.com/marketplace/solutions/fission" ], "url" : "https://fissionagency.com/" } ``` ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Connor Skelly" }, "dateModified" : "2026-04-29T19:38:39", "datePublished" : "2023-06-06T14:00:00", "description" : "Learn how to create workflows inside HubSpot with these best practices. Streamline your business operations and drive growth with automation.", "headline" : "<span id="hs_cos_wrapper_name" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="text" >How to Set Up HubSpot Workflows the RIGHT Way</span>", "image" : "https://20824941.fs1.hubspotusercontent-na1.net/hubfs/20824941/How%20to%20Set%20Up%20HubSpot%20Workflows%20the%20RIGHT%20Way.png", "keywords" : "Workflows, Using HubSpot", "mainEntityOfPage" : { "@id" : "https://fissionagency.com/blog/set-up-hubspot-workflows", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "" }, "name" : "Fission Agency", "url" : "https://fissionagency.com" }, "url" : "https://fissionagency.com/blog/set-up-hubspot-workflows" } ```