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The Workflow Library
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Updated for HubSpot seat pricing

Stop rebuilding the same HubSpot workflow every quarter.

565 written workflow specs. Build one in under an hour, or install it in your portal in one click, switched off.

149 EUR once, excl. VAT, for all 565. 199 after 30 November.

Get the full libraryOr read 12 specs free

30-day refund. No account. Nothing deleted or enrolled.

Workflow maplead-routing-007
under 50 50 to 499 500+ unknown Demo request form submitted Company employee count? Rotate to SMB pool Rotate to mid-market pool Rotate to enterprise pool Rotate to default pool + notify sales ops Set routed date, notify owner
Demo request form submitted leads to Company employee count?. Company employee count? leads to under 50: Rotate to SMB pool; 50 to 499: Rotate to mid-market pool; 500+: Rotate to enterprise pool; unknown: Rotate to default pool + notify sales ops. Rotate to SMB pool leads to Set routed date, notify owner. Rotate to mid-market pool leads to Set routed date, notify owner. Rotate to enterprise pool leads to Set routed date, notify owner. Rotate to default pool + notify sales ops leads to Set routed date, notify owner. Set routed date, notify owner leads to Delay 2 business hours. Delay 2 business hours leads to Meeting booked?. Meeting booked? leads to Yes: End, no action; No: Notify owner's manager. Yes No Demo request form submitted Company employee count? under 50 Rotate to SMB pool 50 to 499 Rotate to mid-market pool 500+ Rotate to enterprise pool unknown Rotate to default pool + notify sales ops Set routed date, notify owner Delay 2 business hours Meeting booked? End, no action Notify owner's manager

Each spec: diagram, prerequisites, numbered steps, pitfalls, test plan.

Library

Find the workflow you were about to build.

565 specs in 12 categories. Professional tier unless marked.

Round-robin lead assignment by territoryContact15 stepsFreeDuplicate contact detection and merge review queueContact7 stepsOverdue close date notificationDeal7 stepsCSAT survey sent automatically when a ticket is closedTicket5 stepsWelcome email series to new customerContact6 stepsRenewal reminder cascade to CSM/AM (90/60/30 days before contract end)Company15 stepsDouble opt-in confirmation for EU/GDPR list growthContact10 stepsPersona-based content nurture trackContact14 steps

See all 565

Round-robin lead assignment by territoryContact15 stepsFreeNew lead auto-assignment by owner rotationContact3 stepsFirst-contact SLA timer with owner reminder taskContact11 stepsHigh-value form submission instant Slack and email alert to repContact5 stepsReassign lead when owner has no activity within SLA windowContact11 stepsRoute leads by country / region to territory ownerContact15 stepsRoute inbound demo requests by company size (employee count)Contact28 stepsRoute by lifecycle stage change to MQL (assign to SDR queue)Contact4 steps

50 of 565See all 50

New lead welcome nurture (post form-fill drip)Contact13 stepsFreeContent download / lead magnet nurture dripContact18 stepsWebinar registration confirmation and reminder sequenceContact8 stepsPost-webinar follow-up (attendee vs. no-show branch)Contact9 stepsRe-engagement sequence for cold or inactive contactsContact11 stepsWait until email opened (3-day expiry), then branch on open vs no-openContact7 stepsWait until pricing page visited after a send, then sales alertContact10 stepsPersona-based content nurture trackContact14 steps

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Stale deal alert: no activity in 14 daysDeal9 stepsFreeTask creation when a deal enters a pipeline stageDeal4 stepsOverdue close date notificationDeal7 stepsRequire and capture win/loss reason on Closed LostDeal9 stepsAuto-set forecast category based on deal stageDeal6 stepsWait until deal stage advances (14-day expiry), else nudge ownerDeal10 stepsNotify deal owner and manager on Closed WonDeal4 stepsRequired "next step" field before a deal can sit idleDeal9 steps

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Sales-to-CS handoff task on deal closed wonDeal6 stepsFreeKickoff call scheduling email sent after deal closed wonDeal7 stepsOnboarding checklist tasks created on deal closed wonDeal10 stepsWelcome email series to new customerContact6 stepsOnboarding project ticket created on deal closed wonTicket4 stepsRound-robin CS owner assignment on deal closed wonDeal5 stepsSales-to-CS handoff summary notification with deal contextDeal5 stepsKickoff-not-booked reminder and escalationDeal9 steps

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Round-robin ticket assignment by team/queueTicket12 stepsFreeTicket priority auto-set from source and keyword matchTicket8 stepsSLA "Time to first response" breach alert to owner and managerTicket7 stepsCSAT survey sent automatically when a ticket is closedTicket5 stepsTicket escalation to manager when SLA time-to-close is breachedTicket8 stepsWait until customer reply (48-hour expiry), else auto-close warningTicket9 stepsAuto-reopen ticket when contact replies after closureTicket7 stepsTicket routing by category/product property to a specialized queueTicket8 steps

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Required field enforcement on contact creation (email or phone missing)Contact9 stepsFreeDuplicate contact detection and merge review queueContact7 stepsPhone number formatting to a standard international formatContact4 stepsCountry name normalization to a standard picklistContact7 stepsName casing cleanup for first name, last name, and company nameContact6 stepsCompany auto-association from contact email domainContact7 stepsMissing company association flag on contactContact5 stepsDuplicate company detection by domain matchCompany7 steps

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Lead to MQL lifecycle stage promotion on lead score thresholdContact6 stepsFreeMQL to SQL handoff with lifecycle stage change and sales notificationContact6 stepsMarketing contact vs non-marketing contact status management for cost controlContact8 stepsUnsubscribe / subscription type suppression sync across marketing sendsContact10 stepsGDPR legal basis capture and consent workflow on EU form submissionContact7 stepsSubscription status per channel (email, SMS, WhatsApp) from one preference formContact10 stepsLegal basis set by acquisition source (form, import, integration)Contact14 stepsDouble opt-in confirmation for EU/GDPR list growthContact10 steps

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Create SDR-to-AE handoff task when a meeting is bookedContact6 stepsFreeAuto-enroll contact in sales sequence when lead status becomes Sales Qualified LeadContact5 stepsEnterpriseNotify AE by internal email when a meeting is booked on their calendarContact5 stepsNotify rep when a sent quote is viewed by the buyerQuote4 stepsNotify rep and manager when a quote is e-signedQuote6 stepsAuto-unenroll from sequence when contact replies to a sequence emailContact3 stepsEnterpriseAuto-unenroll from sequence when a meeting is bookedContact3 stepsEnterpriseAuto-unenroll from sequence when associated deal is createdContact3 stepsEnterprise

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Renewal deal auto-creation from contract end dateCompany4 stepsFreeRenewal reminder cascade to CSM/AM (90/60/30 days before contract end)Company15 stepsNPS detractor auto-creates internal alert taskContact7 stepsChurn risk score from usage decline and support ticket volumeCompany11 stepsUpsell opportunity deal creation from product usage thresholdCompany4 stepsNPS feedback submission: detractor to CSM task, promoter to advocacy listContact7 stepsContract expiration date missing flag on active customer accountsCompany8 stepsNPS promoter triggers referral or case study requestContact4 steps

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Slack alert: deal marked Closed Won (revenue milestone notification)Deal4 stepsFreeStage-entry timestamp properties for pipeline velocity reportingDeal5 stepsTimeline note logging on critical property change (audit visibility)Deal2 stepsWeekly Slack roundup: deals closed won this week (team wins digest)Deal1 stepTicket reopen counter property (recidivism tracking for reporting)Ticket4 stepsDisabled workflow inventory and owner nudge (automation hygiene)Contact1 stepDuplicate trigger detection across workflows (automation hygiene)Contact1 stepWeekly Slack digest: ticket volume and CSAT average to service channelTicket1 step

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Categorize inbound form submissions with Data Agent: Custom prompt, then route by categoryContact17 stepsFreeSummarize the record into the SDR-to-AE handoff task so the AE opens the call with contextContact8 stepsExtract stated budget and timeline from call transcripts into deal properties with Data Agent: ResearchDeal14 stepsFill industry and company size on new companies with Data Agent: Fill Smart Property, with a review queueCompany12 stepsResearch company news when a deal enters Proposal and post the brief as a note for the ownerDeal12 stepsGenerate a prospect profile for every new MQL before sequence enrollmentContact8 stepsInfer value proposition and ICP fit on signup, then branch to nurture or to salesCompany14 stepsRun the Company Research Agent on new target accounts and write structured outputs to propertiesCompany14 steps

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Appointment reminder by SMS 24 hours before a booked meeting, opted-in contacts onlyContact10 stepsFreeSpeed-to-lead SMS within five minutes of a high-intent form, with email fallback when not opted inContact10 stepsCapture SMS consent from a form checkbox into the SMS subscription type with a legal basisContact8 stepsCapture WhatsApp opt-in and log verifiable consent before any template is sentContact11 stepsOrder or contract confirmation by WhatsApp template when a deal is closed wonContact5 stepsQuote nudge by SMS 48 hours after a quote is sent and not viewedDeal8 stepsTicket status update by WhatsApp template, with the status copied to a contact property for the tokenContact4 stepsRenewal reminder SMS at 30 and 7 days before expiration, suppressed once renewedContact13 steps

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Every spec is ready to build, and ready to test.

Written against public HubSpot documentation

Every behaviour is checked against the public documentation, never against a client portal.

Every property declared

Label, internal name, type and options, so nothing is missing when you start.

Uncertainty marked on the line

Where the current UI could not confirm a behaviour, the spec says so.

Test plan and UAT script included

A negative case, one case per branch, expected results and a sign-off sheet.

Built by a collective of independent HubSpot consultants, ten years of implementations behind them. Questions: support@theworkflowlibrary.com

Installed in one click. Switched off until you say so.

  1. 01

    Authorise your own portal, through HubSpot.

  2. 02

    Properties and lists are created first.

  3. 03

    The workflow arrives switched off, with a task for what is left.

Nothing deleted, enabled or enrolled.

Or build it by hand from the spec.

Pricing

Pay once. Keep it for life.

Founding prices until 30 November 2026.

Before you pay

Free

0 EUREmail only, no card

  • 12 complete specs, one per category.
  • Same format as the paid ones.
Get the 12 free specs

One portal

Category pack

39 EUR59 EURonce, excl. VAT

  • 25 to 50 specs in one category.
  • One-click install in 1 portal, for life.
  • PDF, Markdown, JSON. 30-day refund.
  • Counts towards the full library for 90 days.
Choose a category

Up to three portals

Full library

149 EUR199 EURonce, excl. VAT

  • All 565 specs, corrections for life.
  • One-click install in 3 portals.
  • PDF, Markdown, JSON, custom code. 30-day refund.
Get the full library
More portals: 59 EUR each, Studio 79 EUR a month, Agency Lifetime 5,990 EUR
Extra portal59 EURonceOne more portal, licensed for ever. Yours or a client's. Needs the full library on the same email.Add a portal
Studio79 EURa month (99 after)5 new portals every calendar month. Needs the full library. Cancel any time, installed portals stay licensed. Founding price held as long as the subscription runs.Start Studio
Agency Lifetime5,990 EURonceUnlimited portals and seats, one legal entity. Full library included, files without our branding. One-click install in any client portal. No SLA, no custom work, no migration. 14-day refund while at most 3 portals are activated.Take a Lifetime seat

No account to create. Stripe issues the invoice. A portal counts once, at its first install. A client portal counts like your own.

The Vault ยท beta

HubSpot has no undo button. We are building one.

The Vault reads the workflows your portal already runs and keeps them as dated copies. Free for the whole beta.

See The Vault

Questions before you buy

Which HubSpot tier do I need?
Most specs need Professional, a few need Enterprise. On HubSpot's seat pricing, that is the edition of your account, and the person who builds the workflow needs a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). On per-hub plans, it is the Professional plan of the hub each spec names, and a few specs also need a second hub. Every spec states both. HubSpot started selling new accounts on seat pricing in October 2026, in Europe first; older accounts keep per-hub plans for now.
Is this an app or a set of templates?
Both. Each spec is a written document you can build by hand, and the installer can create it in your portal.
How does the one-click install work?
You authorise your own portal through HubSpot. The installer creates the properties, the lists and the workflow, switched off. Nothing is deleted, enabled or enrolled.
What do I get after paying?
One .zip: a PDF and a Markdown file per spec, the properties as JSON, the workflow as JSON and the custom code. Anything added to your pack later is yours at no extra cost.
Which licence do I need?
One portal: a category pack. Up to three: the full library. More: add portals at 59 EUR each, or Studio for 5 new portals a month. Extra portals and Agency Lifetime prices do not change on 30 November. A client portal counts like your own.
Refunds?
30 days, no questions asked, on plans paid once. Agency Lifetime: 14 days, while at most 3 portals are activated.
Do I pay VAT?
Prices exclude VAT. Stripe adds it at checkout and issues the invoice. A valid EU VAT number reverses the charge.
Can I upgrade from a category pack?
Yes. What you paid counts towards the full library for 90 days.
How are the specs written?
Against public HubSpot documentation, with every property declared and every doubt marked on the line.
Why do prices go up?
Founding prices end on 30 November 2026: 39 becomes 59, 149 becomes 199.

Read 12 complete specs before you pay.

One per category, same format as the paid ones. Email only, no card.

We email the link, then a short note when specs change. Nothing else.

149 EUR199

Full library, 565 specs
Get the full library