Why use workflows? When contacts meet specific trigger criteria, they will automatically enroll in your pre-determined workflow. This saves you heaps of time as you no longer have to monitor visitors manually on your site.
What are my options? HubSpot offers five different types of workflows. A workflow can be based on a Contact, Company, Deal, Ticket or Quote.
How do I get started? You can find workflows in HubSpot from the automation-tab and select workflows. When you enter the workflows-workspace, you can choose what you want to base your workflow on and get started with the process.