The Ultimate HubSpot Workflow Overview Video

HubSpot workflow automation is one of the most powerful features of the platform. How do HubSpot workflows work? Get the newsletter for more HubSpot tips: hubs.ly/Q016Xfn-0
In this video, we'll show you how to set up your first workflow, HubSpot workflow triggers, examples, and more. Learn some of the best practices, as well as tricks of the trade to watch out for as you power your marketing and sales operations.
In this video we’ll cover:
- How to create a HubSpot workflow
- The different types of HubSpot workflows and how to use them
- Using HubSpot workflow goals and how to set them
00:00 Introduction
00:48 Create a New Workflow in HubSpot
01:12 Types of HubSpot Workflows
02:32 How You Want the Workflow to Start
03:58 Set Up Workflow Triggers in HubSpot
05:48 Re-enrollment Tab in HubSpot Workflows
06:53 Add Actions to HubSpot Workflows
12:50 Send an Email at Form Submission
13:37 If/Then Branch of HubSpot Workflows
14:59 Add a Delay to HubSpot Workflows
15:45 Go to Another Action in HubSpot Workflows
16:28 Set a Goal of the Workflow in HubSpot
17:35 Workflow Alerts
17:46 Details to See Analytics of Workflow
18:01 HubSpot Workflow Settings
19:46 Make Changes to Workflows in HubSpot
19:56 Test Your HubSpot Workflow
20:43 Review and Publish
_____________
📚ADDITIONAL RESOURCES:
Get the free HubSpot Hacks Newsletter: hubs.ly/Q016Xfn-0
👉🏻 Need some more help with HubSpot? Learn about our HubSpot consulting services: hubs.ly/Q016XfN60
_______________
🎬ABOUT HUBSPOT HACKS:
HubSpot Hacks is a weekly KZbin series hosted by HubSpot Agency SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help.
Hosted by:
🙍🏼‍♀️Ali Schwanke ( / alischwanke )
🙎🏼‍♂️ Tyler Sprunk ( / getsprunk )
_______________
💬QUESTIONS OR FEEDBACK?
Have a topic idea or a question that needs answered? Drop a comment on the video or tweet at us! Don't forget to subscribe to the channel and share on social!
For customized HubSpot training, visit hubs.ly/Q016XfN60
#hubspot #hubspotworkflow #hubspotdemo

[@HubSpotHacks]

Join the HubSpot Hacks Newsletter for the latest tips, tricks, and tutorials: hubs.ly/Q01HtXmk0

[@juliamonahan530]

How do you not have more views? This is even more helpful than hubspots channel!

[@HubSpotHacks]

Aww, Julia you are too kind! 🥰 Be sure to share our videos with others on HubSpot. We love growing our community! :D

[@juliamonahan530]

I will use these tips directly to help the business I am working for. I hope it brings good results :)

[@nitamedia]

This was super helpful! Thank you!!

[@HubSpotHacks]

Glad it was helpful!

[@kellyz525]

This video is incredibly helpful. Thank you so much!

[@HubSpotHacks]

You're so welcome! Glad you found it valuable 😄

[@julyanfigueredo8111]

Very good overview.

[@HubSpotHacks]

Thank you so much for watching! Make sure you subscribe for all the latest and greatest HubSpot Hacks!

[@HananAmos]

Thanks man, great content!

[@HubSpotHacks]

Glad you liked it!

[@didemaydin-bf4ck]

I was just thinking the same :) how come you don't have much more likes? You and Ali make things easier for me. You give the best HubSpot tutorials.

[@HubSpotHacks]

We appreciate the compliment! We think our videos are pretty great 😉 be sure to share with other HubSpot users that would find our demos useful!

[@hiltonholder7407]

🎯 Key Takeaways for quick navigation: 00:00 *🛠️ Overview of HubSpot Workflows* - Introduction to HubSpot workflows and their significance. - Workflows automate tasks, save time, and enhance scalability. - Different levels of access and features based on subscription level. 02:20 *🚀 Creating a Workflow* - Steps to create a workflow from scratch in HubSpot. - Selecting the object type and trigger for the workflow. - Overview of various trigger options available. 06:45 *📧 Workflow Actions* - Explanation of different actions that can be added to a workflow. - Examples of delay actions and workflow steps. - Details on advanced actions available with Operations Hub Pro or Enterprise. 11:38 *🔗 Integration and Custom Actions* - Overview of actions based on integrations and custom actions. - Examples of actions for internal and external communications. - Limitations based on subscription level for certain actions. 17:36 *📊 Workflow Settings and Completion* - Overview of workflow settings including alerts and details tabs. - Setting up workflow goals for completion and analytics tracking. - Finalizing workflow setup and ensuring efficient operation. 18:04 *⚙️ Workflow Configuration Options* - Explanation of advanced configuration options for workflows. - Setting up execution restrictions based on time and dates. - Associating workflows with HubSpot campaigns and managing suppression lists. 19:15 *📌 Monitoring Workflow Performance* - Overview of notifications for workflow performance monitoring. - Setting up goals and tracking workflow metrics. - Testing workflows and utilizing additional options for workflow management. 20:40 *📝 Review and Publishing Workflow* - Final steps in reviewing and publishing a workflow. - Importance of thorough review to avoid mistakes. - Detailed overview of settings before turning on the workflow. Made with HARPA AI

[@HubSpotHacks]

thx for sharing

[@siham.salleh]

Could you please tell us more about WhatsApp message action? how can we use it?

[@sugarnado8468]

proffessional or starter level to get company based deal based and ticket based workflows? professional is over 1k a month

[@HubSpotHacks]

To unlock that level of automation you would need professional level hubs. Feel free to reach out to us and check out or website for resources on the differences in the tiers!

[@esmelee5306]

What's his name? Or his LinkedIn

[@HubSpotHacks]

Thanks for checking out HubSpot Hacks! That's Tyler Samani-Sprunk, Co-founder of Simple Strat. You should be able to find him on LinkedIn!