Watch the demo

In this short video , get a walkthrough of HubSpot’s updated workflow builder and learn how to use it to create clear, effective automations for your school or college.

HubSpot has rolled out a redesigned workflow creation experience, giving users a cleaner, more intuitive interface when building automation.

The update includes:

• A simplified trigger selection panel

• Easier access to workflow templates

• More guidance during setup (ideal for new or less technical users)

• Improved step-by-step logic building that’s easier to follow and edit

The goal: to make building powerful automations feel less overwhelming - even for busy or non-technical users.

Why this matters for education organisations

• For CRM Managers & Operations Staff:
  You can now onboard new users into workflow creation more easily. Whether it’s for admissions nurturing, re-engagement campaigns, or internal alerts - the updated layout speeds up adoption and reduces errors.
•  For Marketing & Admissions Teams:
  If you’re building nurture journeys, follow-up comms, or event workflows, this experience helps you visualise the journey better and make changes more confidently. It’s especially helpful during busy enrolment seasons or open day follow-up.

Whether you’re automating prospect emails, interview reminders, or internal tasks, this update makes workflows more usable for everyone - not just the CRM experts.