Search for workflow triggers by assets

What is it?

Search for workflow triggers by asset type or name when building workflows. This feature covers forms, lists, emails, and properties.

Why does it matter?

This feature helps you:

  • Quickly find relevant trigger options for your specific assets
  • Reduce time spent searching amongst all the different triggers
  • Explore other trigger options more efficiently

For example, if you want to automate a flow after a webinar submission, simply search for your webinar form to see all related trigger options.

How does it work?

  1. Navigate to Workflows > Create workflow > Trigger panel
  2. In the search bar at the top of the trigger panel, enter an asset type (e.g., "form") or specific asset name (e.g., "Welcome New Customer" email)
  3. Review the relevant options displayed based on your search term
  4. Click on your desired trigger to select and configure it

 

Who gets it?

This feature is available for HubSpot Professional and Enterprise tiers of Customer Platform, Marketing Hub, Marketing+ Hub, Data Hub, Sales Hub, Service Hub, and Smart CRM.

Topics: Service Pro, Enterprise Customer Platform, Marketing Pro, HubSpot for Marketers Enterprise, Sales Enterprise, Service Enterprise, Professional Customer Platform, Marketing Enterprise, HubSpot for Marketers Pro, Sales Pro, Smart CRM Enterprise, Smart CRM Pro, Data Enterprise, Data Pro

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