HubSpot Workflow Templates
Browse our collection of 25 pre-built HubSpot workflow templates. Automate contacts, deals, tickets, quotes, and more with one-click installation.
External API Integration for Deal Stage
Sends a POST request to an external API when a deal reaches the "Contract Sent" stage, submitting the associated contact's email.
Auto-Assign Contact Owner on Form Submit
Assigns a default owner and rotates contact ownership among team members when a contact submits a form without an existing owner.
Overdue Deal Close Date Alert
Creates a high-priority task and sends a Slack notification to update the close date for deals with overdue close dates that are still open.
Reactivate Disqualified Leads
Resets lead stage to "New" for previously disqualified leads with specific reasons when they submit a new form, with Telegram notification.
Sync Deal Associations
Alerts deal owners when deals lack associated contacts or companies, and automatically copies missing associations to ensure proper linking.
Sync Ticket Associations
Automatically copies all associations from the related contact to newly created tickets for complete context.
Copy Contact Associations
Copies deal and ticket associations for contacts with a known phone number to maintain relationship integrity.
Merge Duplicate Contacts (Telegram)
Identifies and merges duplicate contacts based on matching Telegram IDs, preserving the oldest record as the primary.
Merge Duplicate Contacts (Form Submit)
Automatically merges duplicate contacts when a form is submitted, using a shared property to identify matches and keeping the oldest record.
Clean Up Inactive Contacts
Removes contact records that are unsubscribed, have bounced emails, or have had no engagement for over a year to maintain database hygiene.
Archive Old Support Tickets
Automatically deletes support tickets closed over a year ago and sends a Telegram notification if there are any new responses before deletion.
Event Registration Follow-up
Sends reminder emails before an event and follows up based on email engagement, triggered by recent form submissions.
Auto-Associate Contacts to Deals
Finds contacts matching a deal name and creates associations automatically when the company name is known.
Set Lead Status on Form Submit
Automatically sets the lead status to "New" when a contact submits a form and has no existing lead status assigned.
Update Lifecycle Stage to MQL
Automatically updates the lifecycle stage to Marketing Qualified Lead when a contact submits a qualifying form.
Consolidate Duplicate Deals
Merges duplicate open deals for the same company in the same pipeline, keeping the oldest record as the primary deal.
Deal Inactivity Alert
Flags deals as at-risk and sends an email alert to owners when no activities have been logged in the past two days.
Auto-Generate Quote from Deal
Creates a line item and quote with a 30-day validity period when a deal reaches the "Decision Maker Bought-In" stage.
Sync Quote Properties
Updates draft quotes from integration sources by copying associations, adding VAT, setting sender info, payment type, and status.
Ticket SLA Escalation
Escalates high-priority tickets past SLA by reassigning owners and sending alerts, unless already closed or recently contacted.
Create Task on Deal Stage Change
Creates a high-priority task for the deal owner to prepare for a meeting when the deal stage changes to "Appointment Scheduled."
Capitalize Contact Names
Automatically capitalizes the first and last name fields for contacts to ensure consistent formatting across your database.
Disqualify Unresponsive Leads
Moves leads to Disqualified status with "No Reply" reason when they have been in Attempting stage with no engagement for over 14 days.
Custom Event via Webhook
Triggers a webhook to create custom events in HubSpot when a contact views a page containing "pricing" for analytics tracking.
Zapier Integration Webhook
Sends a webhook with contact details to Zapier when a contact subscribes to a specific email subscription for third-party automation.
Ready to automate your HubSpot?
Sign up for free to start installing workflows to your HubSpot portal.
Get Started Free