You can now trigger HubSpot workflows on custom, pre-defined intervals, to better support your recurring processes.
This feature is exclusive to Operations Hub Professional and Operations Hub Enterprise.
Workflows are HubSpot's automation engine. They help you automate manual tasks, like sending emails and managing data.
Workflows can be triggered dynamically, when a record meets a specific set of criteria that you've defined (e.g. when a contact property has a certain value). These triggers are great, but they don't solve for repetitive business processes that aren't tied to a specific change or event, and instead need to happen on a regular, specific cadence. Two examples:
These are processes, that until now, have required manual effort to implement.
With today's update, you can now automate recurring process like these for the first time, saving you time and making your business more efficient.
When creating a new workflow, choose the type of object you want to automate, then choose to build a workflow that runs on a schedule, and configure your schedule.
Once you're satisfied, save your workflow, and off you go!
Scheduled triggers are now live in Operations Hub Professional and Operations Hub Enterprise.