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Planned workflows let you map out a new workflow before building it in HubSpot.

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How it works

Click the pencil icon in the left toolbar to add one to your canvas.Once added, configure it using the sidebar panel:
  • Name — give the planned workflow a name
  • Object type — select Contact, Deal, Company, Ticket, or Lead
  • Enrollment — add enrollment triggers using the same conditions available in HubSpot
  • Actions — add actions such as Set a property or Enroll in workflow
As you configure actions, Howly automatically draws connection lines to any existing workflows that would be affected. If you add a Set a property action, Howly finds every workflow triggered by that property change and draws a line. If you add an Enroll in workflow action, a line draws directly to the target workflow.Connection lines for planned workflows only appear when the planned workflow node is selected, or when All Connections is toggled on. When you are done, delete the planned workflow from the sidebar. Your canvas returns to its normal state.