How to create a Synthflow workflow in Hubspot
This guide provides a straightforward process for creating a Synthflow workflow in HubSpot, making it easier for users to automate their tasks effectively.
By following these simple steps, users can enhance their workflow efficiency and streamline their operations. It’s an essential resource for anyone looking to maximize the capabilities of HubSpot’s automation features.
Tip! You will need an upgraded HubSpot account to access the Workflows and Automation feature!
1. First make sure you have Synthflow installed from the App Marketplace.
2. Click "Automations"
3. Click "Workflows"
4. Click "Create workflow"
5. Click "From scratch"
6. Click here.
7. Click "Next"
8. Click here.
9. Click "Save"
10. Click this button.
11. Click here.
12. Click here.
13. Now you are ready to build out the rest of the Workflow however you want.
Updated 3 months ago