hubspot-workflows-design
Installation
SKILL.md
HubSpot Workflows Design
HubSpot workflows automate repeatable actions: setting properties, sending emails, creating tasks, routing leads, updating lifecycle stages, and triggering notifications. Every B2B SaaS HubSpot instance needs 10-20 core workflows. Beyond 50 active workflows, maintenance becomes a full-time job. Design for clarity and restraint.
The principle: a workflow should do one job. If the workflow description takes more than one sentence, it's probably doing too much. Split it.
Workflow Types
HubSpot supports 5 workflow types based on the object that triggers them.
| Type | Triggers on | Use for | Available on |
|---|---|---|---|
| Contact-based | Contact property change, form submission, list membership, page view | Lifecycle transitions, lead routing, nurture, scoring actions | All paid tiers |
| Company-based | Company property change, associated contact actions | ABM workflows, account-level automation | Professional+ |
| Deal-based | Deal property change, deal stage change | Sales process automation, notifications, task creation | Professional+ |
| Ticket-based | Ticket property change, ticket creation | Support automation, SLA alerts | Service Hub Professional+ |
| Custom object-based | Custom object property change | Enterprise-specific automation | Enterprise only |