HubSpot Marketing Workflow Automation Setup

Service Scope

HubSpot Marketing Workflow Automation Setup is a fixed-scope HubSpot Email Marketing service for one business, one HubSpot account, and one marketing workflow with up to fifteen actions.

The service covers the approved quantities and configuration described below in one HubSpot account. Work outside those quantities is quoted separately.

The objective is to deliver a practical, documented configuration that the client can understand, approve, and continue using after handoff.

Define the Workflow Objective and Logic

We map the enrollment criteria, business objective, data updates, communications, delays, branches, suppression logic, re-enrollment behavior, and completion conditions.

• Enrollment criteria
• Workflow goal
• Actions and delays
• Branches and suppression
• Re-enrollment and completion rules

Configure the HubSpot Workflow

We build one HubSpot marketing workflow with up to fifteen actions and up to five conditional branches using supported native HubSpot actions.

• 1 marketing workflow
• Up to 15 total actions
• Up to 5 conditional branches
• Enrollment and re-enrollment rules
• Suppression and exit criteria

Testing and Validation

We test representative records against the main workflow paths and document any plan, permission, data, or third-party dependency that prevents a requested action.

• Approved quantities and settings
• Names, properties, fields, and mapping logic
• Visible HubSpot status and permissions
• Representative test result
• Exceptions requiring client action

Implementation Summary

At handoff, the client receives a concise implementation summary covering the completed work, the configuration visible in HubSpot, and any unresolved platform or third-party dependency.

• 1 HubSpot marketing workflow
• Up to 15 native actions
• Up to 5 conditional branches
• Enrollment and re-enrollment setup
• Suppression and exit logic
• Representative path testing
• Workflow documentation and handoff

Client Requirements

Before work begins, the client must provide the following access, information, content, and approvals:

• HubSpot Super Admin access or the permissions required for the approved work
• An active HubSpot plan that supports the requested configuration
• Final business information, brand assets, content, data, and implementation instructions required for the service
• Permission-based contact data and accurate subscription or marketing-status instructions when contacts are involved
• Timely review and written approval of proposed settings and test results
• HubSpot plan supporting the requested workflow functionality
• Written business rules and desired workflow outcome
• Accurate properties and representative test records
• Final email content if email actions are included

Delivery and Revisions

Standard delivery is 5–7 business days after all required access, content, data, and approvals are received. Platform processing, DNS propagation, app review, or other third-party delays may extend completion.

One consolidated correction round is included when submitted within seven days of delivery and remains within the approved scope. New content, replacement data, additional assets, or a materially different configuration is treated as separate work.

Important Scope Boundaries

The following items are not included in this service:

• Custom-coded actions
• External middleware development
• More than 15 actions or 5 branches
• Large-scale CRM process redesign
• Ongoing workflow monitoring
• HubSpot subscription, contact-tier, add-on, app, or third-party software fees
• Original legal, privacy, or regulatory advice
• Unapproved work outside the stated quantities
• Ongoing management after handoff
• Guaranteed delivery, inbox placement, engagement, leads, conversions, or revenue