Choose Your Workflow Actions

Once you've set up a workflow and defined enrollment triggers, add actions to automate tasks like sending emails, creating records, updating properties, or managing contacts. Some actions can be saved as placeholders, allowing you to set up your workflow structure first and fill in details later.

Note: Available actions depend on your subscription level. Some actions require an account upgrade to unlock.

Delay Actions (Add pauses between workflow steps)

Calendar date – Pause until a specific date.
Date property – Pause until a date stored in a date property.
Event occurrence – Pause until a specific event happens (e.g., form submission).
Set amount of time – Pause for a set number of days, hours, or minutes.
Days of the week – Pause until a specific day.
Time of day – Pause until a specific time.

Branching Actions (Direct records down different paths)

Single property value (Value equals) – Route records based on one property (up to 250 values).
Matching filter criteria (If/then) – Use AND/OR conditions to filter records into paths.
Single action outcome (Value equals) – Branch based on the status of a previous action.
Random percentage (Random split) – A/B test workflow paths.
Go to workflow – Enroll the record into another workflow.
Go to action – Move records between branches in the same workflow.

Communication Actions

Enroll in a sequence (Sales & Service Hub Enterprise) – Automatically add contacts to a sequence.
Send email (Marketing & Service Hub Professional+) – Send an automated email.
Enroll in prospecting agent (Sales Hub Professional+) – Assign contacts to a sales outreach workflow.
Send in-app notification – Notify users/teams in HubSpot.
Send internal email notification – Alert team members via email.
Send internal marketing email (Marketing Hub Professional+) – Send an automated internal email.
Send WhatsApp message (Marketing & Service Hub Professional+) – Send a WhatsApp message.
Unenroll from sequence (Sales & Service Hub Enterprise) – Remove contacts from sequences.
Assign conversation owner (Service & Operations Hub Professional+) – Automatically assign an inbox conversation owner.

CRM Actions

Edit records – Update, copy, or clear property values.
Create record – Automatically create a contact, company, deal, ticket, or custom object.
Create Salesforce task – Create a task in Salesforce.
Create task – Create a task in HubSpot.
Create note – Automatically log a note on a record.
Delete contact – Permanently remove a contact from your database.
Increase/decrease property value – Adjust number properties.
Manage communication subscription – Set a contact's email subscription status.
Rotate record to owner (Sales & Service Hub Professional+) – Distribute leads or tickets among team members.
Set Salesforce campaign – Assign a Salesforce campaign.
Create associations – Link contacts, companies, and deals.
Apply/update/remove association labels – Modify relationship labels between records.
Breeze Intelligence enrichment – Use Breeze AI credits to enrich records with additional data.

Marketing Actions

Add to ads audience (Marketing Hub Professional+) – Add a contact to an ad audience.
Add to static list (Marketing Hub Professional+) – Add contacts to a static list.
Remove from ads audience (Marketing Hub Professional+) – Remove a contact from an ad audience.
Remove from static list (Marketing Hub Professional+) – Remove contacts from a static list.
Set marketing contact status – Change a contact’s marketing status.

Data Operations Actions (Operations Hub Professional+)

Custom code – Run custom JavaScript to extend workflow functionality.
Format data – Standardize and clean CRM data.
Send a webhook – Trigger external applications via API.

Connected Apps Actions (Depends on integrations enabled)

Add contacts to a Zoom webinar – Register contacts for Zoom webinars.
Send Slack notification – Notify teams via Slack.
Create Slack channel – Automatically create a Slack channel for a deal or company.
Create an Asana task – Generate a task in Asana.
Create a Trello card – Generate a Trello card.
Set Salesforce task – Assign a task in Salesforce.
Set Salesforce campaign – Assign a Salesforce campaign.
Create a NetSuite sales order – Generate sales orders in NetSuite.