Visualized branching logic
Envision your branches as you go on a simple visual canvas. Zoom in to optimize a specific component, or step back to see your entire campaign in a single holistic view.
As your team scales, automation can get complicated. A single flow turns into three or four, one branch becomes several. More people are involved in the process, and need a quick way to understand your campaigns. Your processes might get more complex, but your tools don’t have to.
Envision your branches as you go on a simple visual canvas. Zoom in to optimize a specific component, or step back to see your entire campaign in a single holistic view.
With the new visual interface, powerful automation is just a few clicks away. Plus, fewer external tools and additional diagrams on whiteboards, and a whole lot less work to train your new team members.
Have stakeholders who want to review your automation before you launch it? The new design provides a more digestible snapshot for your CEO, CMO, or sales rep.
As of Inbound 2016, the new visual Workflows editor is finishing up beta testing. It will make its way into a portal near you in the months following Inbound. If you're a current HubSpot customer and would like to take part in the final stages of testing, fill out the form below, and we'll add the visual editor to your portal shortly.
Keep in mind that beta tools tend to change more often, as they're being tuned for broader release.
Workflows is HubSpot's automation engine. You can use workflows to nurture your leads, alert your reps of key website activities, update your data in bulk, create deals, and much more.