HubSpot Workflows: The COMPLETE Guide (2024)

Unlock the full potential of your Pro or Enterprise HubSpot account with the power of workflows. Follow along as we dive into creating custom workflows from scratch, utilizing HubSpot's flexible and sophisticated automation tools. Whether you're targeting contacts, deals, or custom objects, workflows streamline your processes, ensuring timely and personalized engagement with your audience. From setting triggers based on form submissions to segmenting contacts by geography for tailored follow-ups, learn how to harness workflows to send targeted emails, set delays, and even manage tasks efficiently. Plus, discover how HubSpot's testing feature ensures your workflows run flawlessly before going live. Ready to automate your marketing, sales, and service tasks like a pro? Click the link to sign up for HubSpot CRM and start exploring workflows today.

Timestamps:
00:00 Introduction
00:17 Accessing Workflows
00:45 Creating Workflows
09:59 Making Changes to Workflows
15:39 Testing Workflows

About HubSpot:
HubSpot is a leading CRM platform that provides education, software, and support to help businesses grow better. The platform includes marketing, sales, service, and website management products that start free and scale to meet our customers’ needs at any stage of growth. Today, thousands of customers around the world use HubSpot’s powerful and easy-to-use tools and integrations to attract, engage, and delight customers.

⚠ Disclaimer:
The videos on our YouTube channel are for informational purposes only, and are not intended as an endorsement for any of the products or services that we feature.

[joekoenecke]

I am new to Workflows, thanks for making this video. This really helped me learn and get a better idea of some of the possibilities I have available to me in HubSpot.

[VictorCeRealtor]

I would like to know if theres a way to put like a filter API before the prospect is going to be send to META. In other to choose wich type of lead i want, cause no all the people filling a appointment or a call are qualify.

[SAJITHKUNNATH-vw]

Thanks for the wonderful tutorial. I would appreciate if you can explain bit slowly and some of the selections are not visible in the video as they are zoomed in. Eg: While selecting the "Assign Task to" under "Create Task".

[JoshuaAGalvan]

If anyone here is a fellow business operator, your on the right track. Let's network.

[neeshu]

Why are you sitting on a bright background you are hardly visible. I had to wear black goggles to prevent my eyes from getting burnt