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Use Flows to build repeatable outreach and follow-up workflows.
New to Flows? Start with the First Flow Guide.

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Create a Flow

Start a New Flow

In Flows, click Create flow. You can start from scratch or use a template.

Choose a Trigger

Select which trigger adds contacts to the flow.Supported trigger types include:
  • HubSpot workflow
  • HubSpot segment (list)
  • CSV file
  • Sales Navigator
  • Trigger manually
  • Choose existing audience
For details, see Choosing a Trigger.

Add Steps

Add the sequence of actions you want contacts to move through, such as email, call, manual task, conditional split, or AI agent steps.

Review Settings

Open flow settings to configure enrichment, exclusions, ownership, CRM sync, and email tracking.See Flow Settings.

Publish

Draft flows do not run until you publish them.

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Available Actions

Use these building blocks to create your flow:

Email

Send new-thread or reply-style emails.

Call and Manual Tasks

Create work for a rep to complete inside the flow.

AI Agents

Research, qualify, and prospect inside a flow.

Conditional Split

Route contacts down different paths based on rules.

Manual Assignment

Reassign ownership inside a flow.

CRM Enrichment

Enrich CRM records when HubSpot is connected.

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Editing Active Flows

You can edit a published flow.
Updates generally apply to contacts who have not reached the edited step yet.
You can stop a draft from going live by leaving it unpublished. You can also unpublish a live flow when you need to pause it.