---
title: What is a Marketing Workflow?
description: Automate tasks like sending emails, updating contact properties, assigning leads, and more, without manual effort using a HubSpot workflow.
---

[Marketing Strategies Blog](https://mayhewmarketing.com/marketing-strategies)

# [What is a Marketing Workflow?](https://mayhewmarketing.com/marketing-strategies/what-is-a-marketing-workflow)

 Written by [Mayhew Marketing](https://mayhewmarketing.com/marketing-strategies/author/mayhew-marketing) | February 2025

A workflow (in HubSpot) is an automation tool that lets you set up a series of actions based on specific triggers, conditions, or behaviors. It helps you automate tasks like sending emails, updating contact properties, assigning leads, and more, without manual effort.

Think of a workflow utilizing Hubspot as a "set it and forget it" system that nurtures leads or handles repetitive tasks behind the scenes.

 

### A typical HubSpot workflow includes:

##### Enrollment Trigger

➡️ This is what starts the workflow.

Examples: someone fills out a form, joins a list, views a page, or has a specific contact property (like “Lead Status = New”).

##### Actions

➡️ Once a contact is enrolled, HubSpot performs a series of actions. Examples include:

- Send an email
- Wait (delay for hours/days)
- Update contact/company property
- Add to a list
- Rotate a lead to a sales rep
- Trigger a web hook

##### Branches (If/Then Logic)

➡️ You can add conditional logic to create different paths based on how contacts behave or what data they have.

Example: “If contact opened the email → send the next email. If not, → resend or change messaging.”

 

### Types of Workflows

- Contact-based: Triggered by actions or data tied to individual contacts.
- Company-based: Useful for account-based marketing.
- Deal-based: Automate pipeline updates, task creation, or follow-ups in the sales process.
- Ticket-based: Automate support workflows (e.g., follow-ups or status changes).
- Custom object-based: For more advanced users, managing custom data objects.

### Why Workflows Are Valuable

- Save time and reduce manual work
- Ensure timely, relevant communication with leads and customers
- Standardize processes across teams
- Help nurture leads through the buyer’s journey
- Improve data accuracy by automatically updating CRM fields

 

### Lead Nurturing Workflow Example

Here's an example of a lead-nurturing workflow in HubSpot, often used in B2B or service-based businesses to guide leads from interest to sales-readiness.

Goal: Nurture a new lead who downloaded an eBook

Objective: Educate them, build trust, and guide them toward a consultation or demo.

➡️ Enrollment Trigger:

Contact fills out a form to download an eBook called “10 Strategies to Improve \[Industry\] Performance.”

➡️ Workflow Steps:

- Send eBook Download Email (Immediate)
- Subject: “Here’s your eBook!”
- Includes download link + quick intro to your company

1️⃣ Wait 3 Days

- - - Send Educational Email 1
          - Topic: A deeper dive into one of the strategies from the eBook Includes a blog post or short video

2️⃣ Wait 4 Days

- - - Send Educational Email 2
          - Topic: Case study showing how someone successfully used those strategies Includes a client testimonial or short success story

3️⃣ Wait 5 Days

- - - Send Email 3
          - Invitation to a Webinar or Free Consultation
          - Call-to-action: Sign up for a live session or book a time to talk

4️⃣ If/Then Branch (Checks If They Clicked CTA)

- - - If Yes → Send confirmation, remove from workflow, notify sales rep
          - If No → Send a final follow-up email with a softer offer (e.g., checklist, guide)

 

Extra Tips:

- Use personalization (e.g., “Hi ”) to make emails more engaging.
- Score leads as they engage (opens, clicks) using HubSpot's Lead Scoring.
- Enrich the workflow with Smart Content or dynamic tokens for more relevant messaging.

 

 

[View full post](https://mayhewmarketing.com/marketing-strategies/what-is-a-marketing-workflow)

```json
{
  "@context" : "http://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Mayhew Marketing"
  },
  "dateModified" : "2025-08-29T16:37:44.078Z",
  "datePublished" : "2025-02-20T23:45:00Z",
  "headline" : "What is a Marketing Workflow?",
  "image" : {
    "@type" : "ImageObject",
    "height" : 175,
    "url" : "https://48049328.fs1.hubspotusercontent-na1.net/hubfs/48049328/Blog/Blog%20Images%20300x175/Workflow%20Strategy.png",
    "width" : 300
  },
  "mainEntityOfPage" : "https://mayhewmarketing.com/marketing-strategies/what-is-a-marketing-workflow",
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "height" : 60.0,
      "url" : "https://48049328.fs1.hubspotusercontent-na1.net/hubfs/48049328/Logos/MayhewMarketing%20210x600.png",
      "width" : 171.42857
    },
    "name" : "Marketing Strategies Blog"
  }
}
```