Creating HubSpot Workflows

Process to create HubSpot workflows for the leads captured via Chatsimple

  1. Go to HubSpot → Settings (⚙️) → Data Management → Properties.

  2. Search for the contact property named "chatsimple". This will only exist once you've captured at least one lead from Chatsimple to Hubspot

  3. Navigate to Workflows.

    1. Click Create workflow → Choose “Start from scratch”

    2. Then 'Met filter criteria'

    3. Then 'Contacts'

    4. Then under contact property, search for 'Chatsimple'.

    5. You're able to create separate workflows for first time leads by typing 'Fresh' and returning leads (ie were in your CRM - Contacts before Chatsimple re-captured) by typing 'Reengaged'. (see image below)

    6. Then proceed to create your workflow

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