HubSpot Workflows-How to Create & Manage HubSpot Workflows

Learn How to Create & Optimize HubSpot Workflows to Help Automate Your Marketing & Sales Processes in HubSpot

Ratings: 4.16 / 5.00




Description

This HubSpot Workflows course teaches you how to create, edit, and optimize workflows to help automate your marketing and sales processes in HubSpot. Nancy Lambert is the Co-Founder of Xcellimark, Co-Leader of the Orlando HubSpot User Group (HUG), a HubSpot Certified Trainer, and the instructor for this course. Many people are not maximizing their full potential with the HubSpot platform and we find that many people don't fully understand how to create and utilize workflows, So the purpose of this training is to help you learn how to create lead nurturing workflows and how to analyze your results in order to optimize your efforts.

What You Will Learn!

  • Overview of HubSpot Workflows
  • How to Set Up Workflow Goals
  • How to Use Workflow Templates
  • How to Create Workflows from Scratch
  • How to Set Enrollment Triggers
  • How to Add Workflow Actions
  • How to Use If/Then Branches
  • Workflow Settings, Unenrollment & Suppression Lists
  • How to Analyze Workflow Results - Metrics, Contact Performance & Email Trends

Who Should Attend!

  • HubSpot Users