What are HubSpot workflows?
Workflows are HubSpot's automation tool. A workflow enrolls records, such as contacts, deals or tickets, when they meet triggers you set, then runs actions in order: delays, branches, property updates, tasks, notifications, emails and more. They need a Professional or Enterprise subscription; Starter gets simpler form, email and record automations.
This guide follows HubSpot's documentation as of October 2026. For ideas on which workflows to build first, see our workflow examples; to plan each one, use the free workflow design sheet.
Which HubSpot plans include workflows, and how many?
Workflows come with Professional and Enterprise subscriptions across HubSpot's hubs. HubSpot's FAQ listed up to 300 workflows on Marketing, Sales or Service Hub Professional and 1,000 on Enterprise, with 400 and 1,100 on Data Hub. With several subscriptions, the highest limit applies. Simple workflows from forms, emails and ads don't count.
| Plan | Automation, October 2026 |
|---|---|
| Free tools | One simple workflow per form, with one action |
| Starter | Simple workflows on forms and marketing emails, plus basic automations from record index pages or Agent Hub |
| Professional | Full workflows: 300 on Marketing, Sales or Service Hub, 400 on Data Hub |
| Enterprise | Full workflows: 1,000, or 1,100 on Data Hub, plus custom object workflows |
Some workflow types and actions need a specific hub: ticket workflows need Service Hub Professional, lead workflows Sales Hub Professional, and webhooks, custom code and format data Data Hub Professional.
How does enrollment work in HubSpot workflows?
Records enroll when they meet the triggers. Filter triggers check a record's properties or memberships; event triggers react to something that happens, such as a form submission, but only after the workflow is on. You can also enroll on a schedule, from a webhook, or manually. By default, each record enrolls only once.
- 01 TriggerFilter, event, schedule
- 02 SuppressionExcluded records skip
- 03 ActionsDelays, branches, updates
- 04 Goal or unenrollLeaves early if met
- 05 Re-enrollOnly if turned on
- Existing records: when you turn a workflow on, choose whether records that already meet the triggers enroll now.
- Re-enrollment: lets a record enroll again from the start when a chosen trigger repeats. It can't use AND criteria or activity properties.
- Suppression and unenrollment: contact workflows use suppression segments and goals; other objects use unenrollment triggers.
- Limits: up to 250 filters in the enrollment triggers.
Which actions and branches can a workflow use?
Every workflow plan can use delays, if/then and value-equals branches, record edits, tasks and internal notifications. Some actions depend on your hubs: sending marketing email needs Marketing or Service Hub Professional, rotating owners needs Sales or Service Hub Professional, enrolling in sequences needs Enterprise, and webhooks or custom code need Data Hub Professional.
- Branches: value-equals branches can have up to 250 branches for one property; if/then branches up to 20, and records follow the first branch they match.
- Random splits need Marketing Hub Professional and, HubSpot says, about 1,000 records for an even split.
- Delays can wait for a date, a property date, an event, a set time with a business-days option, or days and times of the week.
- AI actions, such as summarizing a record or running an agent, use HubSpot credits.
How do you test and troubleshoot a workflow?
Before turning it on, use Test to simulate a record's path; no actions run. After launch, check the action logs and enrollment history, use Troubleshoot enrollment for records that didn't enroll, and review the Issues section. HubSpot's Health tab flags workflows that need review or haven't been used, and common errors are documented.
- Event triggers can't be tested with Test; enroll a test record instead.
- Common errors include missing associations, lifecycle stages that can't move backwards, and emails to non-marketing or unsubscribed contacts.
- History is kept for six months in the enrollment history.
Workflows nobody fully understands any more? Bring a few to a free 30-minute call and we will map what they do and where they conflict.
How do you keep HubSpot workflows organized?
Give every workflow a clear name, a description of what it does and who owns it, and a folder by team or process. Turn off and delete unused workflows, since deleted ones can be restored for 90 days. Revise with revision history, which can revert most changes, and plan each workflow on paper before you build it.
- Turning off: enrolled records stay enrolled, but actions other than delays don't run, and skipped actions don't run later.
- Restoring: a restored workflow comes back off and without its history.
- Undoing data: on Enterprise, property changes a workflow made in the last 14 days can be restored.
HubSpot workflow checklist
Key takeaway: Know what your plan allows, decide enrollment, re-enrollment and exits before building, test before turning on, and give every workflow a name, description and owner.
Frequently asked questions
Which HubSpot plans include workflows?
Workflows need a Professional or Enterprise subscription, when we checked HubSpot's documentation in October 2026. Starter accounts get simple workflows attached to forms and marketing emails, and can create basic automations from record index pages or Agent Hub, with a short list of triggers and actions.
How many workflows can you have in HubSpot?
HubSpot's workflows FAQ said, in October 2026, up to 300 workflows on Marketing, Sales or Service Hub Professional and 1,000 on Enterprise, and 400 and 1,100 on Data Hub. With several subscriptions, the highest limit applies. Simple workflows from forms, emails and ads don't count.
Why didn't a record enroll in my HubSpot workflow?
Common reasons are that it didn't meet the triggers, it was already enrolled and re-enrollment is off, an event happened before the workflow was turned on, or a suppression segment or unenrollment trigger excluded it. Use Troubleshoot enrollment in the editor and the enrollment history to check.
What is re-enrollment in HubSpot workflows?
By default, a record only enrolls the first time it meets the triggers. Re-enrollment lets it enroll again when a chosen trigger happens again, and it starts from the beginning. HubSpot's documentation says re-enrollment can't use AND criteria or activity properties, so choose the re-enrollment triggers carefully.
Can you undo changes a HubSpot workflow made?
Partly. Deleted workflows can be restored within 90 days, as new inactive workflows without history. You can revert a workflow to an earlier version, except for webhook and custom code actions. On Enterprise, CRM property changes made by a workflow in the last 14 days can be restored.
Sources
HubSpot documentation behind the feature and tier notes above, checked October 2026. HubSpot changes features and tiers often, so check your own portal too.
- Create workflows (HubSpot)
- Workflows FAQ (HubSpot)
- Understand workflow object types (HubSpot)
- Set your workflow enrollment triggers (HubSpot)
- Add re-enrollment triggers to a workflow (HubSpot)
- Choose your workflow actions (HubSpot)
- Use if/then branches in workflows (HubSpot)
- Test your workflow (HubSpot)
- Troubleshoot common workflow errors (HubSpot)
- Monitor your workflow health (HubSpot)
- Delete and restore workflows (HubSpot)
- Create automations from your record index pages (HubSpot)