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5. Setting up HubSpot Workflows based on Captured Contacts

Processes to trigger workflows in HubSpot

Last updated on September 8, 2025
 
 

Creating your first Workflow

  1. Go to HubSpot → Settings (⚙️) → Data Management → Properties.
  1. Search for the contact property named "chatsimple". This will only exist once you've captured at least one lead from Chatsimple to HubSpot
  1. 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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