Enterprise Workflow Showcase

[SLee0]

Hey HubSpot Community! 

We want to see how sophisticated HubSpot users are solving complex business challenges with cross-hub workflows.

What we're looking for: Share a screenshot (or description) of a workflow that connects multiple HubSpot hubs or spans departments. We're especially curious about:

• Cross-functional processes (any combination of Sales, Marketing, Service, Data, Commerce)
• Creative applications of custom objects for unique business models
• Multi-touch attribution across long sales cycles
• Data orchestration between teams or systems

Why share? Your workflow could help other enterprise teams solve similar challenges—and the most impressive submission will be featured in our Community newsletter, reaching thousands of HubSpot users.

How to participate: Reply to this thread with:

1. A screenshot or diagram of your workflow
2. Brief context: What business problem does it solve?
3. What makes it complex or interesting?
   
   

🏆: The winner of the most innovative workflow gets recognition in our Community Newsletter that is viewed by thousands of customers & HubSpotters. 

[Amal23]

Hello everyone!

I’m a student learning how to use HubSpot as part of my personal development. I’ve been exploring how workflows can make everyday tasks easier and more organized.

1. What business problem do you solve?
I’m not running a business yet, but I’m using HubSpot to learn how professionals manage contacts, emails, and client follow-ups. It helps me understand how companies build relationships with their customers.

2. What makes this complex or interesting?
It’s interesting because I’m still a student, and I get to apply what I learn in theory to a real professional tool. I like seeing how everything connects — marketing and communication.

3. Workflow description:
I made a simple workflow that sends an automatic welcome email to new contacts and then a reminder message a few days later. It’s basic, but it helped me understand the logic behind automation.

Thanks for reading!

[STierney]

Hey @Amal23 - thank you so much for sharing in this thread!

I love that while you're not personally running a business yet, you're getting foundational information that will set you up for success when the time comes! Also, maintaining a student-mindset is essential to forever expanding our knowledge base and willingness to pivot when need be!

Shane, Senior Community Moderator

[TomM2]

I have a client who takes in second hand item sales and evaluates them. 

Using marketing forms the information for up to 10 items submit for evaluation is submit. Each of these items create their own individual sales deal from the same form submission and associates with the contact. 
If a contact submits a form again the workflow checks for existing open deals and gives the new submissions a different association label to ensure each deal can be automated upon individually. 

Once an estimate is input into the deal by the HubSpot user an automated email goes out based around the specific item requested and a contact can choose to accept or reject the offer. If they accept or reject the appropriate deal is automatically moved to the next appropriate stage. 

It's a bit of a beast of a workflow but works across marketing, sales and service for some tickets. 

It ensures a contact can submit a request for an evaluation, the HubSpot user just has to enter an estimate for the product and HubSpot handles notifyting the contact fully and letting the company know if shipping labels need to be printed without user input. 

[SLee514]

@TomM2 This is great! Sounds like you eliminated a ton of manual work for their team! A few questions: 

1. For the accept/reject functionality: Is this happening through email replies, or through a different method? 
2. How are you handling the 1 to many relationship, and creating multiple deals from a single contact submission? 
3. Have you run into any limitations with the association labels, or has it been pretty smooth? 

We love to see this type of efficency! 

[TomM2]

Hey @SLee514 

It did! Almost all of it is automatic, all the user has to do is input an amount for the estimate and set the deal closed when the order is shipped. 

1. It's handled through CTAs actually, each deal gets an association label which triggers a unique email for that label with CTAs. Clicking an accept or reject CTA in the email moves the deal.

2. It's a bit unwideldy but there's up to 10 custom properties on a form that all match item 1-10. So for name there's "item model 1" "item model 2" "item model 3" etc. The user can choose to add up to 10 in a single form submission. This then creates a deal with association label of "item 1" "item 2" etc. The association labels are used to indentify the deals. The workflow also checks for what items already exist in the case of a second form submission. So if I submit a form for item 1 and then submit the form again the item 1 on the second form submission creates a deal with the association label of item 2. It's very rare anyone has over 10 open deals at any one time but in that case we email the contact owner and have the mnually work the deals. 

3. Tbh it's just the fact that if we add more items at any time we need to update the workflow to account for that. We can't set a range of association labels to just automatically create.