Workflow Template
Run an agent when a property value changes
Trigger a custom agent the moment a specific property value changes, so the right work happens exactly when something important shifts.
Built by HubSpot
Used - <10 times
Overview
Property Value Change
Run Agent
Automatically run a custom agent whenever a property value changes, so your team reacts the instant a record's status, stage, or key field updates instead of finding out later. It's ideal for responding to meaningful changes: a lifecycle stage moving forward, a deal stage shifting, or a status flipping. The agent handles the follow-up work right away, keeping your data and next steps aligned with what's actually happening.
More info
Built by HubSpot
Installs - <10 times
Objectives
Feedback
More Workflow Templates
Send an email series when a form is submitted
Send a welcome email to new conversions. If you have not used automation to nurture leads, this is a good workflow to start with.
Workflow TemplateFollow Up
Create and assign tasks when a new deal is created
Keep new opportunities in motion with this template designed to help your team stay organized and informed.
Workflow TemplateConvert Leads
