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To create automated workflows in HubSpot, a user needs the CRM Objects and Automation permissions turned on. Go to Settings → Users & Teams (under Account Management), select the user, click Edit Permissions, then find CRM Objects and Automation in the left-hand menu and switch both ON.

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Key takeaways

  • Open Settings from the top right-hand corner of your HubSpot Home Page.
  • Under Account Management, go to Users & Teams and select the right user to enable the Edit Permissions button.
  • In the left-hand permissions menu, turn CRM Objects and Automation ON.
  • Both permissions are required to successfully create automated workflows.
This article will show you where to find your Hubpost permissions level needed to successfully create workflows While standing on your Home Page, click on the Settings button located in the top right-hand side corner: Hubspot Settings Now, on the left-hand side panel and under Account Management, you will find the option USERS & TEAMS User & Terms button Select the right user will enable the EDIT PERMISSIONS button: Edit Permissions Find the CRM OBJECTS and AUTOMATION options in the left-hand side menu and be sure to turn them ON. Both will be important when creating Automated Workflows Permissions permissions That`s all!

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Which permissions are needed to create workflows?

You need both the CRM Objects and Automation permissions turned on for the user. Both are found in the left-hand menu after clicking Edit Permissions, and both are important when creating automated workflows.

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Frequently asked questions

From your Home Page, click the Settings button in the top right-hand corner. Then, in the left-hand panel under Account Management, choose Users & Teams.
In Users & Teams, select the right user. Selecting the user enables the Edit Permissions button, which opens that user’s permission settings.
Find the CRM Objects and Automation options in the left-hand permissions menu and be sure to turn them both ON. Both are needed to successfully create automated workflows.
A common cause is missing permissions. Confirm the user has both CRM Objects and Automation switched on under Edit Permissions, since both are required for creating automated workflows.
Updated July 2026.