How to Use Action Sets and Workflow Categories | HubSpot Tutorial

Описание к видео How to Use Action Sets and Workflow Categories | HubSpot Tutorial

This HubSpot training explains the updates to the action organization in a workflow tool. Actions are now organized by type, such as internal/external emails, notifications, communications, sequences, and more. CRM actions include updates to property fields, records, data cleanliness, and assignments to contacts. Marketing actions are divided into ad-based and static list-based. Operations Hub actions involve custom coding, webhooks, and data formatting. The speaker also introduces the concept of action sets, which are saved sections that can be reused in workflows. Third-party app integrations can be found under connected apps and branches and delays are located in a separate section.

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