The Ultimate HubSpot Workflow Overview Video

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
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💬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!

#hubspot #hubspotworkflow #hubspotdemo

[juliamonahan]

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

[kellyz]

This video is incredibly helpful. Thank you so much!

[didemaydin-bfck]

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.

[sugarnado]

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

[siham.salleh]

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

[hiltonholder]

🎯 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.

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