Quick tipHow toSmart CRM

Reuse groups of workflow actions with action sets

Only within the same workflow type.

Subscription
Professional or Enterprise
Permissions
Super Admin or Workflows
Time
2 min · Intermediate
Last verified

Short answer

HubSpot's KB: action sets save a group of actions to reuse, such as Set marketing contact status plus an email send. They're only available in workflows of the same type. Data from a newly added associated source can't be used in the set.

1. In HubSpot

The relevant screen in my demo portal.

Workflow action picker Data ops group with Custom code, Format data and Send a webhook
Format data (1).

2. Worth knowing

Name sets clearly so the team picks the right one.

3. Related

Create task action and workflow settings.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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