How to connect workflow branches using go to other action in HubSpot

Описание: In this HubSpot tutorial, we will walk you through how to connect workflow branches using go to other action in HubSpot.

You can connect branches with the go-to other action to streamline your workflow building process, especially for workflows with multiple if then branches.

Steps to follow:

Steps 1. To set up a Go to other action.

Step 2. In your HubSpot account, navigate to Automation and click Workflows.

Step 3. Click the name of an existing workflow, or create a new workflow by clicking Create workflow.

Step 4. Within an, if then, branch, click the plus icon.

Step 5. In the right panel, select Go to other action.

Step 6. Select another action in the workflow to connect to. You can only select actions in other branches.

Step 7. This prevents workflow loops. Actions that are not available for selection will be greyed out.

Step 8. In the Save, this connection dialog box, click Done to connect the actions.

Step 9. A dashed arrow will appear, showing the connected actions. Now when a record gets to the Go to other action step, they will be sent to the connected action.

Step 10. To edit a connection, click the Go to other action.

Step 11. To change where records will be sent, click Change.

Step 12. To delete the connection, click Delete.

Step 13. To keep the connection where it is, click Cancel.

That's how you can connect workflow branches using Go to other action in HubSpot.
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