HubSpot Workflows: The COMPLETE Guide (2024)

About this Video

• Video Title: HubSpot Workflows: The COMPLETE Guide (2024)
• Channel: HubSpot
• Speakers: Adriti
• Duration: 00:19:05

Introduction

This video provides a comprehensive guide to HubSpot Workflows, explaining how to access, create, modify, and test them. It covers various aspects, from using templates to building workflows from scratch, adding delays and if/then branches, setting goals, and utilizing notification features. The video emphasizes the importance of testing workflows before publishing.

Key Takeaways

• Accessing Workflows: Navigate to Automations and select Workflows. The dashboard displays all workflows, allowing filtering by status (active, deleted, needing review, unused).
• Creating Workflows: Create workflows from scratch or use templates. Choose a starting point based on the desired trigger (contact property changes, deal stage progression, etc.). Specific workflow types (ticket-based, feedback submission-based, quote-based) have user restrictions.
• Workflow Components: Workflows utilize triggers (e.g., form submission), actions (emails, tasks), delays, and if/then branches to customize automated processes. Re-enrollment options control whether a contact can re-enter the workflow if the trigger occurs again.
• Testing and Publishing: Test workflows thoroughly before publishing by using the test feature to preview the process for a specific contact and ensure accuracy. Review settings (timing, notifications, unenrollment, suppression lists) before activating.
• Workflow Monitoring and Management: Utilize features like viewing workflow details, alerts, and change logs to track performance, identify errors, and manage workflow updates.