Workflow is key HubSpot Feature helping to automate sales and marketing repetitive tasks. Wheter you want to rotate leads between sales team, or assign web enquiry to marketing team, workflows will help you to streamline the process and save time.

HubSpot Workflows Best Practice

  • Know what do you want to achieve with workflow
  • Think about workflow enrolment criteria
  • Set up tasks for each deal stage to nurture prospects
  • Notify your team when deal reaches a certain stage
  • Build web form workflow to notify your marketing & sales
  • Use Appropriate workflow naming so all team can understand what it is for

Who should watch this webinar?

This webinar is useful for Sales Starter & Sales Professional Subscribers who want to understand how HubSpot workflows work. You will get access to Dropbox folder with slides 

HubSpot Workflows

Type of content: Webinar Recording

Date: 25 September 2020
Duration: 60 min
Language: English

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