When your workflows are well-named, everyone wins:
- New admins know what’s what
- Users trust the automation
- Debugging is faster
- You avoid duplicated or conflicting logic
The Problem
Workflows named “Test 1” or “Lead Nurture” don’t tell you:
- What triggers them
- What they actually do
- Whether they’re still in use
That creates friction for anyone managing or relying on CRM automation - especially in growing teams.
The Fix: Name Workflows by Trigger + Action
A simple, scalable naming structure:
[Object] - [Trigger] - [Output Action]
Something like this:
This tells you:
- Which object the workflow relates to
- What sets it off
- What it does in response
It helps when searching/filtering workflows later, regardless of who built out the workflows.
Other Best Practices:
- Prefix with an emoji or team tag (e.g. 🔁, ✉️, [Mrktng], [Ops]) for easy scanning
- Use folders to group workflows by function: lead assignment, nurturing, ops, etc.
- Use HubSpot's AI function to auto-generate a workflow description
Automation should make life easier-clear naming makes that possible.