HubSpot workflows, documented to the point you can build each one in under an hour.

A library of ready-to-implement workflow specs for HubSpot admins, RevOps teams and consultants. 50 full specs live today, 500 by December 2026.

Get 5 free specs Browse the library

50 full specs live · 500 in the catalogue · 30 new specs every Friday until the catalogue is complete in December 2026 · no HubSpot login needed

What one spec looks like

Workflow maplead-routing-001, rendered from the spec
flowchart TD
    A[Contact created / Territory set] --> B{Territory value?}
    B -->|north-america| C[Rotate to NA pool]
    B -->|emea| D[Rotate to EMEA pool]
    B -->|apac| E[Rotate to APAC pool]
    B -->|blank| F[Notify sales ops, add to manual routing list]
    C --> G[Set routed date, notify owner, create call task]
    D --> G
    E --> G

Every spec ships with its flowchart. Below the map: the exact enrollment criteria, then each action with its parameters.

  1. OutcomeOne sentence: what the team gets once it runs.
  2. When to use it, when not toThe cases where this workflow is the wrong tool.
  3. PrerequisitesEvery property to create first: label, internal name, type, options.
  4. EnrollmentTrigger type, criteria as you tick them in the UI, re-enrollment, suppression.
  5. StepsNumbered HubSpot actions with parameters, branches and delays.
  6. DiagramThe flowchart above, for the build and for the client deck.
  7. Known pitfallsRe-enrollment loops, timing traps, tier limits that bite in production.
  8. Test planHow to prove it works in a test portal, and where to look.
  9. Variants and build specOther objects or tiers, plus a YAML spec of trigger and actions.
First page of a The Workflow Library spec as PDF
The PDF version of Round-robin lead assignment by territory, one of the five free specs. Same content as the web page and the Markdown file.

Honest about tiers: each spec states the minimum hub and tier, and flags anything that only works on Operations Hub or Enterprise.

The library

Lead routing

Assignment, rotation, territories, first-contact SLAs.

1 free5 full50 planned

Lead nurturing

Drips, re-engagement, webinar and content tracks.

0 free5 full50 planned

Deal hygiene

Stages, close dates, stale deals, win/loss, forecast.

1 free5 full50 planned

Customer onboarding

Handoffs, kickoffs, checklists, milestones.

0 free5 full50 planned

Tickets and SLA

Routing, priorities, escalation, CSAT, reopening.

1 free5 full50 planned

Data quality

Dedup, normalization, required fields, associations.

1 free5 full50 planned

Marketing ops

Lifecycle, MQL/SQL, consent, lists, attribution.

1 free5 full50 planned

Sales ops

Sequences, meetings, quotes, tasks, handoffs.

0 free5 full50 planned

Renewal and expansion

Renewals, upsell triggers, churn signals, NPS.

0 free5 full50 planned

Reporting and alerts

Digests, timestamps, counters, anomaly alerts.

0 free5 full50 planned

WorkflowCategoryObjectMinimum tierLevelStatus

Pricing

Category pack

39 EUR one-time

Every spec in one category, today and as they publish (50 per category by December 2026). PDF, Markdown, properties JSON, custom code, web access.

Choose a category

Full library

149 EUR one-time

All 10 categories, all 500 specs as they land, same files. Lifetime updates to the specs. For one team, on the portals it works on.

Get the full library
For consultants and agencies

Everything, forever

449 EUR one-time, first 20 buyers, then 599 EUR

The full library plus the agency licence: unlimited client portals. YAML build specs for every workflow, request-a-spec 3 a year, and first access to the portal installer when it ships. Nothing to renew.

Get everything (20 launch seats left)

Pro

249 EUR per year

Same rights as Everything, paid yearly: agency licence, build specs, request-a-spec 12 a year. Cancel any time, keep what you downloaded.

Go Pro

Prices exclude VAT where applicable. 14-day refund, no questions asked. Payments handled by Stripe, VAT calculated at checkout.

Five specs, free

One per core category, complete and unlocked: lead-routing-001, deal-hygiene-001, data-quality-001, tickets-sla-001, marketing-ops-001. Download them as a pack and judge the depth yourself.

Download the free pack

FAQ

Is this a HubSpot app or a template I import?

Neither. It is documentation precise enough to build the workflow yourself in 20 to 60 minutes, in any portal, without giving anyone access. A portal installer through the Automation API is on the roadmap; Everything and Pro buyers get it first if it ships.

Which HubSpot tier do I need?

Every spec states its minimum hub and tier. Most need Professional, because Starter only ships simple automation. Anything that needs Operations Hub (format data, custom code) or Enterprise is labelled as such.

How are the specs written?

From public HubSpot documentation and ten years of implementation work. Where a behaviour could not be confirmed against the current UI, the spec says so inline rather than guessing.

How often do new specs ship?

Thirty every Friday, three per category, until the catalogue of 500 is complete (end of December 2026). Each batch is dated in the changelog. Buyers of a pack receive the new specs of that pack at no extra cost.

What do I get after paying?

A download with PDF and Markdown versions of every spec in your pack, plus web access. New specs added to your pack are sent to the same email.

Can my agency use this with clients?

Yes. The licence covers use on any portal you work on. It does not cover reselling or republishing the specs themselves.