(Step 1) Log into HubSpot
- Navigate to your HubSpot portal.
- Enter your credentials and log in.
(Step 2) Navigate to Automations
- From the top menu, hover over "Automation."
- Select "Workflows" from the drop-down menu.
(Step 3) Create a New Workflow
- Click on the "Create workflow" button.
- Select "Contact-based" as the type of workflow to be created.
(Step 4) Name Your Workflow
- Assign a descriptive name that indicates the purpose of this automation.
(Step 5) Define Your Enrollment Triggers
- Click on "Set up triggers."
- Select the specific contact action you wish to monitor. This could be things like filling out a form, visiting a specific webpage, or clicking a link in an email.
- Define any additional criteria if necessary.
(Step 6) Set Up the Action
- Once the trigger criteria are set, click on the "+ Add an action" button.
- From the menu, choose "Create a deal."
- Specify deal details, such as deal name, pipeline, and stage.
(Step 7) Customize Deal Properties (Optional)
- If desired, add more specific properties to the deal, like deal amount or close date.
- Use personalization tokens to pull specific data from the contact record if required.
(Step 8) Review Your Settings
- Go over the trigger and action settings to ensure they're correctly configured for your needs.
(Step 9) Test the Workflow
- Consider adding a test contact to see if the deal gets created correctly when the specified action is performed.
(Step 10) Activate Your Workflow
- Once you're satisfied with the setup, toggle the workflow from "Draft" to "Active."
(Step 11) Monitor and Adjust if Necessary
- Periodically check in on your workflow to ensure it's operating as desired.
- Adjust any criteria or actions as your needs evolve.
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