[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-253963-105":53,"doc-detail-253963-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","workflow-cheat-sheet-hubspot-workflows-guide","Workflow Cheat Sheet - HubSpot Workflows Guide","","A practical HubSpot workflow guide explaining how workflows automate business processes by executing action sequences triggered by user-defined enrollment criteria. The document covers common and advanced use cases such as lead nurturing, email follow-ups, internal notifications, task creation, and multi-stage routing through sales pipelines. It also details workflow objects and types, template selection, editor navigation, and core setup steps including enrollment triggers (events, filter criteria, schedules) and available actions, plus key notes on subscription requirements and troubleshooting basics.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/workflow-cheat-sheet-hubspot-workflows-guide/253963/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/workflow-cheat-sheet-hubspot-workflows-guide/253963.png","ImageObject",442,249,{"name":88,"@type":89},"Bintang","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-30","2026-09-13",true,{"@type":98,"interactionType":99,"userInteractionCount":25},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is a HubSpot workflow, and what triggers it?","Question",{"text":108,"@type":109},"A HubSpot workflow is an automation tool that runs a series of actions when user-defined criteria are met or an event completes.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What are the main enrollment criteria types in the guide?",{"text":113,"@type":109},"The guide describes enrollment criteria based on events, filter criteria, and schedules (date or specified calendar timing).",{"name":115,"@type":106,"acceptedAnswer":116},"What kinds of actions can a workflow perform on enrolled records?",{"text":117,"@type":109},"A workflow can send emails, generate new records, set property values, and perform other actions, with availability varying by object-based workflow type.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},253963,1790948669,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":25,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":141},962085564381,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","Workﬂow Cheat Sheet  \nBecome Familiar with Workﬂows By: Seslie Smith  \nIndex  \n01  \nRefresh  \nWhat is a Workﬂow? Navigation Workﬂow Index Objects & Types Templates  \nEditor  \n02  \nThe Basics  \nEnrollment Criteria Actions  \n● Delays  \n● Branches  \n● Go to Workﬂow & Go to Action  \n● Communications  \n● CRM  \n● Marketing  \n● Data Ops  \n03  \nBest Practices  \nOrganization  \n● Goals  \n● Action Sets Planning  \nTest Enrollment  \nAvoid Common Pitfalls  \n04  \nTroubleshooting  \nEnrollment  \nAction Logs: Errors  \nRefresh  \nWhat is a Workﬂow?  \nA HubSpot workﬂow is an automation tool that executes a series of actions, like sending emails or updating properties, triggered by user-deﬁned criteria.  \n\n| Simple use cases:\u003Cbr>● Lead Nurturing: Sending a series of targeted emails to move leads through the sales funnel.\u003Cbr>● Email Follow-ups: Triggering follow-up emails after a contact views a web page or downloads content.\u003Cbr>● Internal Notiﬁcations: Alerting team members via Slack, SMS, or email about important customer actions.\u003Cbr>● Task Creation: Generating tasks for sales reps to call leads or follow up on speciﬁc actions. | Complex use cases:\u003Cbr>● Multi-Stage Lead Nurturing: Series of workﬂows that guide a lead through different stages of the buyer’s journey, with each stage triggering speciﬁc actions like sending educational content, scheduling calls, or updating lead scores.\u003Cbr>● Sales Pipeline Automation: Move deals through various stages in the sales pipeline based on actions taken by leads, such as email engagement, website visits, or form submissions.\u003Cbr>● Complex Lead Routing: Assign leads to sales reps based on multiple criteria, such as geographic location, company size, and industry, ensuring leads are handled by the most appropriate team member. |\n| --- | --- |\n\nPlease note: Using the Workﬂow tool requires either Marketing, Sales, Service, or Operations Hub Professional or Enterprise level subscription.  \nBack to Top  \nRefresh  \nNavigation  \nAutomations > Workﬂows  \n→  \nBack to Top  \nRefresh  \nObjects & Types  \n\n| Objects |\n| --- |\n| Default available [object]-based workﬂows:\u003Cbr>● Contacts\u003Cbr>● Companies\u003Cbr>● Deals\u003Cbr>● Conversations\u003Cbr>● Subscriptions\u003Cbr>● Payments\u003Cbr>● Goals\u003Cbr>● Users |\n| Subscription speciﬁc [object]-based workﬂows:\u003Cbr>● Quotes (Sales Hub Professional or Enterprise)\u003Cbr>● Tickets (Service Hub Professional or Enterprise)\u003Cbr>● Custom objects (Enterprise only)\u003Cbr>● Feedback submissions (Service Hub Professional or Enterprise)\u003Cbr>● Leads (Sales Hub Professional or Enterprise) |\n\n\n| Types |  |\n| --- | --- |\n| From Scratch | Start with a blank workﬂow |\n| From Template | Use a template built by HubSpot. |\n\nBack to Top  \nRefresh  \nTemplates  \nChoosing a workﬂow template that resonates with your objectives can signiﬁcantly enhance your automation strategies. These templates are not just about convenience; they’re a gateway to discovering a variety of automation possibilities that could transform the way you work.  \nBack to Top  \nRefresh  \nEditor  \nAutomations > Workﬂows > Create Workﬂow > From Scratch  \nChoose your Object  \nBack to Top  \nThe Basics  \nEnrollment Criteria  \nConﬁgure triggers for workﬂow enrollment to initiate automatic record inclusion once speciﬁc conditions are met or an event is completed.  \n\n| Types | Examples |\n| --- | --- |\n| When an event occurs-objects will enroll when an event has happened. | ● Contact visits a speciﬁc page\u003Cbr>● Companies property value changed ● Call is ended with a contact |\n| When ﬁlter criteria is metobjects will enroll when a criteria is true. | ● Contact property is xyz value\u003Cbr>● Company record is not a member of a list\u003Cbr>● Deal amount is less than or equal to xyz value |\n| Based on a schedule-objects will enroll based on on a speciﬁed calendar date or by using a date property. | ● [Object] date property: Enroll a deal > once> 1 day after Close Date at 7pm.\u003Cbr>● Calendar date: Enroll contacts on a list for a future date at speciﬁed time to launch a drip campaign. |\n\nPlea","cbCaiuOjsaKeZjM7","https://ap.wps.com/l/cbCaiuOjsaKeZjM7","pdf",1336923,25,"English","# Index\n## What is a Workﬂow?\n## Navigation\n## Objects & Types\n## Templates\n## Editor\n## The Basics\n## Enrollment Criteria\n## Actions\n## Best Practices\n## Troubleshooting","[{\"question\":\"What is a HubSpot workflow, and what triggers it?\",\"answer\":\"A HubSpot workflow is an automation tool that runs a series of actions when user-defined criteria are met or an event completes.\"},{\"question\":\"What are the main enrollment criteria types in the guide?\",\"answer\":\"The guide describes enrollment criteria based on events, filter criteria, and schedules (date or specified calendar timing).\"},{\"question\":\"What kinds of actions can a workflow perform on enrolled records?\",\"answer\":\"A workflow can send emails, generate new records, set property values, and perform other actions, with availability varying by object-based workflow type.\"}]","Workflow Cheat Sheet - HubSpot Workflows Guide | PDF",1789272358,9]