Creating your own marketing automation using HubSpot's workflows isn't as scary as you may think. In fact, there are very few situations when you actually need outside help.
However, understanding workflows and educating yourself is essential before you start building your internal/external automation. With Workflows, you have the ability to update and change your entire portal, learning about the features is the best way to avoid hours and hours of clean-up (we see and fix this too often!).
In this eBook, learn all the ins and outs of using HubSpot workflows and how to develop an effective workflow strategy for your business.
Key Points:
- The Basics of HubSpot Workflows: Understand the core purpose and function of workflows—and why they’re a game-changer for automation.
- Types of Workflows & Use Cases: Dive into contact-based, company-based, deal-based, and ticket-based workflows with real-world examples.
- How to Build Workflows: Step-by-step instructions to set enrollment triggers, actions, goals, and delays with confidence.
- Advanced Tactics & Best Practices: Learn how to avoid common mistakes, build smarter branches, and use personalization tokens effectively.
- Strategic Planning Framework: Create a workflow strategy that aligns with your goals and improves efficiency across teams.
Don’t let manual tasks slow down your growth! Download the guide today and take the first step toward smarter, automated marketing with HubSpot.
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