# HubSpot - Workflows

> To create and publish automated workflows in HubSpot, navigate to Automation, select From scratch, and configure record types, names, and descriptions. Next, set your enrollment triggers based on events or criteria, add desired actions using the plus icon, and finally review, publish, and turn on your workflow to activate it.

Canonical: https://livedemo.ai/tutorials/how-to-create-a-workflow-in-hubspot/
Apps: HubSpot
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a38b6ab56e05a00fdeddd/preview?step=1

## Steps

1. Go to Automation > Workflows in your HubSpot account.
2. Navigate to Create workflow > Select From scratch.
3. Select the type of records that can be enrolled in the workflow (e.g., contacts, companies, deals).
4. Give your workflow a name and description.
5. Hit Save
6. Start setting the workflow trigger by clicking here
7. Choose whether to enroll records based on events or filter criteria.
8. For example, your trigger could be whenever someone clicks on a link on your email.
9. Save your Enrollment Trigger
10. Click on + sign to add the desired action
11. Choose the desired action. e.g. Send an email when the event is triggered (when clicked on the link in email)
12. Save your action
13. Review your workflow and publish
14. Turn it on to activate your workflow