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   Quick Start for HubSpot  5. Setting up HubSpot Workflows based on Captured Contacts

5. Setting up HubSpot Workflows based on Captured Contacts

Processes to trigger workflows in HubSpot

Last updated on October 10, 2025
 
 

Creating your first Workflow

  1. Go to HubSpot → Settings (⚙️) → Data Management → Properties.
  1. Search for the contact property named 'expertise'. This will only exist once you've captured at least one lead from Expertise AI to HubSpot
  1. Navigate to Workflows.
    1. Click Create workflow → Choose 'Start from scratch'
    2. Then 'Met filter criteria'
    3. Then 'Contacts'
    4. Then under contact property, search for 'Expertise AI'.
    5. You're able to create separate workflows for first time leads by typing 'Fresh' and returning leads (ie were in your CRM - Contacts before Chatsimple re-captured) by typing 'Reengaged'. (see image below)
    6. Then proceed to create your workflow
 
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Note: For customers who have joined before October 11, 2025, they will also have the property 'chatsimple' that can be found by searching for 'Chatsimple' in the contact property.