topic Re: What is a marketing automation workflow and how do I set one up? in Tips, Tricks & Best Practices

What is a marketing automation workflow and how do I set one up?

kamalhinduja — Tue, 24 Jun 2025 05:07:04 GMT

Hi,

I'm Kamal Hinduja, a storyteller based in Geneva, Switzerland. Can anyone explain what a marketing automation workflow is and how to set one up?

Thanks in Advance!

Kamal Hinduja Geneva, Switzerland

Re: What is a marketing automation workflow and how do I set one up?

karstenkoehler — Tue, 24 Jun 2025 05:11:49 GMT

Hi @kamalhinduja,

Happy to help here! A marketing automation workflow is combination of entry or enrollment criteria and actions that are executed, one by one, for each contact that goes through this automation. Among these actions could be automated email sends.

For example, a marketing automation workflow could be set up to enroll contacts the moment they become a customer (enrollment criteria), then send them a series of automated welcome emails, spaced out by 2 day delays (actions).

https://knowledge.hubspot.com/workflows/create-workflows

https://knowledge.hubspot.com/marketing-email/create-automated-emails-to-use-in-workflows

In HubSpot, automated workflow email sends require a Marketing Hub Professional or Enterprise subscription.

Best regards

Re: What is a marketing automation workflow and how do I set one up?

ArisudanTiwari — Tue, 24 Jun 2025 05:22:11 GMT

Hi @kamalhinduja ,

A marketing automation workflow is a series of automated steps, like sending emails or updating contact info, triggered by something a lead does (like filling out a form or becoming a customer). It helps you stay consistent and save time by doing the work for you.

How to set up a workflow in HubSpot -

Go to Automation > Workflows
Choose a template or start from scratch
Set your trigger (like form submission or list enrollment)
Add actions (like sending emails, updating properties)
Hit Review and Turn On

If you’re just getting started, check out this free HubSpot Academy course on workflows. It walks you through it step by step.

For more information, you can also check these resources -
https://www.cobloom.com/blog/hubspot-workflows
https://knowledge.hubspot.com/workflows/create-workflows
https://www.manobyte.com/growth-strategy/what-is-a-hubspot-workflow
https://blog.ux-digital.co.uk/marketing-automation-intro-to-hubspot-workflows
https://www.default.com/post/hubspot-automation-workflows

Let me know if you want help setting up the logic or workflows!

Re: What is a marketing automation workflow and how do I set one up?

WebGuruz_Tech — Mon, 30 Jun 2025 15:41:10 GMT

A Marketing Automation Workflow in HubSpot is a series of automated actions that are executed once a contact is enrolled in the workflow. Enrollment is based on a trigger, which you can define according to your specific process or requirements. Once enrolled, the contact will proceed through the flow of actions you've set up.

🛠️ How to Set One Up:

Go to: Automation > Workflows
Choose a Trigger: This could be a form submission, email open/click, list membership, page view, etc.
Add Actions: Send emails, add delays (e.g., wait 2 days), use if/then branches to personalize the flow based on contact behavior.
Create Emails: You can create automated emails within HubSpot to use in your workflows.
Test: Run the workflow using your own email to ensure everything works as expected.
Go Live & Monitor: Once live, monitor performance—track opens, clicks, conversions—and make adjustments as needed.

🔗 Helpful Resources:

Hope this helps!