Workflows with Multiple Pipelines Best Practice

HubSpotMaster
Key Advisor | Platinum Partner

I have 3 pipelines and traditionally set up workflows to be specific to each pipeline however the workflows I need to run are all the same. Just looking for everyones opinion should I just add in those pipelines to my existing workflows or clone them all and leave them specific to the pipeline.

 

I'm leaning towards adding the pipelines to the existing workflow so I dont have to update multiple spots

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MFrankJohnson
Thought Leader

This thread may help give you a little perspective as you scale your HubSpot portal -- Optimal workflow design for multiple buyer personas and languages

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


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Krystina
Key Advisor | Diamond Partner

Hi @HubSpotMaster ,

 

I suppose it depends on what the use case for the workflows is. i.e. internal/external communication, property managemnt, assignments, etc. 

 

What are you using them for?

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