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How to set marketing status using a workflow

A workflow gives you more control over when and how you update marketing status. 

👉 This is useful if you only want to update marketing status for submissions from a specific form, or only after a contact meets additional criteria. This works particularly well for managing Marketing Qualified Leads (MQLs), where you may only want to update marketing status once a contact has been qualified.

  1. Go to Marketing > Forms and open the form.
  2. Click Edit.
  3. Open the automation/workflows icon in the left panel.
  4. Click + Add a new simple workflow.
  5. In the right panel, under Trigger the action(s) when, select A contact submitted a form.

👉 If you create a simple workflow from the form editor, it will run when someone submits that form. 

Why use a workflow instead of the default form setting?

👉 Use a workflow when you need more control over how and when you update marketing status.  

👉 Use the default form setting when you want a simple, automatic update for every submission.

A workflow is the better choice when you want to:

  • Set marketing status only for submissions from specific forms rather than every form submission covered by a default setting  
  • Add extra steps before changing status, such as internal notifications, task creation, or other follow-up actions. 
  • Build more advanced automation in a single place using the Workflows tool.

💡Important: Make sure marketing contact status is only applied when valid consent or legal basis has already been captured, where required. 

  • Assign the correct subscription types based on what the contact opted into on the form, so their communication preferences are set correctly.

If you only need a simple, form-level update, learn how to automatically set marketing status directly within HubSpot forms.

💡 Good to know:  

  • Automatically setting contacts as marketing with workflows requires a Professional or Enterprise subscription. 
  • If you’re creating a simple workflow from the form editor, you’ll need Workflows Edit permissions. 
  • In form-based simple workflows, the enrollment trigger is tied to the form submission, and contacts can enrol each time the form is submitted. 

Learn more about contact-based workflows

Need help troubleshooting marketing contact settings? Explore common issues and fixes.