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Understanding Workflows in HubSpot

Workflows are a series of automated actions that are triggered based on specific criteria or events. These actions can include sending emails, updating contact records, creating tasks, and much more. Workflows can be set up for various purposes, such as lead nurturing, customer onboarding, and deal management. 


Workflows are available for the professional tier of the marketing, sales, service, and operations hub but some features are tied to a specific hub. There are many types of workflows, including; contact, company, deal, quote, ticket, conversation, and custom object-based.

Breaking it Down

To create a workflow in HubSpot, go to the automation tab on the top of the navigation bar and click "Workflow". Users start by defining the criteria that will trigger the workflow. This could include actions such as form submissions, website visits, or specific behaviors within the CRM. Once the trigger is set, users can then define the actions that should occur as a result of the trigger.

For example, if a user submits a form on a website, the trigger could be set to add that user to a specific marketing list in HubSpot. From there, the workflow could be set up to send a series of automated emails to that user, providing them with relevant information and nurturing them toward a conversion.

HubSpot workflows can also be set up to include branching logic, which enables users to define different paths based on specific criteria. For example, if a lead engages with an email but doesn't convert, the workflow could be set up to send a follow-up email with a different message to try and re-engage them.

Enrollment Trigger Categories

There are 6 enrollment trigger categories; object and activity, true/false attributes, marketing email activities and subscription, ad interaction, connected apps, and form submissions.

Property Filters

The four main property filters include; enumeration, date picker, text, and number. 

Enumeration: Lifecycle stage, meeting outcome.

Date Picker: Create date, last seen. (Includes both date and time)

Text: First name, address, and file properties.

Number: Number of times contacted, HubSpot score.




Above is a video briefly going over how to create a workflow, change contact properties in that workflow and send a follow-up email. Once again, there are so many ways to create them, this is just a quick example.

Overall, workflows in HubSpot are a powerful tool that enables businesses to automate repetitive tasks, improve efficiency, and ultimately drive more revenue. By leveraging workflows in HubSpot, businesses can streamline their processes and focus on what really matters - growing their business.

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