The Ultimate HubSpot Workflow Overview Video

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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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