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Set Up Your First HubSpot Workflow 

HubSpot Hacks
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The possibilities with HubSpot workflows are endless! You can nurture leads, follow up with sales prospects, or automate tasks you normally do manually in your CRM. Get more tips like this on our weekly newsletter: hubs.ly/Q016Xfn-0
Walk with us as we set up an entire workflow and be inspired to start yours today!
Here’s what we cover:
- Reasons to set workflow goals
- How to add enrollment triggers and delays
- Best practices for workflow settings
- Tracking the success of your HubSpot workflow
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👉🏻 Need some more help with HubSpot? Learn about our HubSpot consulting services: hubs.ly/Q016Xg4B0
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📚ADDITIONAL RESOURCES:
Check out this list of our favorite workflows from industry experts: hubs.ly/Q017dvjg0
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🎬ABOUT HUBSPOT HACKS:
HubSpot Hacks is a weekly RU-vid series hosted by HubSpot Agency SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help.
Hosted by:
🙍🏼‍♀️Ali Schwanke ( / alischwanke )
🙎🏼‍♂️Tyler Sprunk ( / getsprunk )
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💬QUESTIONS OR FEEDBACK?
Have a topic idea or a question that needs answered? Drop a comment on the video or tweet at us! Don't forget to subscribe to the channel and share on social!
For customized HubSpot training, visit hubs.ly/Q016Xg4B0.
#hubspothacks #hubspot #hubspotworkflow

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13 июн 2024

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Комментарии : 48   
@HubSpotHacks
@HubSpotHacks Год назад
Join the HubSpot Hacks Newsletter for the latest tips, tricks, and tutorials: hubs.ly/Q01HtXmk0
@McNallyOfficial
@McNallyOfficial 4 года назад
Hey man, not the video I was looking for, but you did a great job so I'm leaving this comment so that the RU-vid algorithm may favor you.
@HubSpotHacks
@HubSpotHacks 4 года назад
Thanks for the alorithm love! Sorry to hear it wasn't the right vid. Is there another video we could have produced that would have answered your question?
@joellim7010
@joellim7010 3 года назад
@@HubSpotHacks yes. is there a way to track and find out who registered but didn't attend your webinar and automatically push an email out to them?
@HubSpotHacks
@HubSpotHacks 3 года назад
@@joellim7010 Yes. This could be accomplished with the zoom integration and a workflow + automated email!
@gunjanvohra680
@gunjanvohra680 3 года назад
This is the video I was looking for, each and everything explained so well. Thanks!
@HubSpotHacks
@HubSpotHacks 3 года назад
Woo-hoo! Our team is excited to hear that. Please let us know if there are future topics you'd like us to cover!
@kuljeetkaur1480
@kuljeetkaur1480 3 года назад
The best video if anyone wants to know about workflows Such precise explanation
@HubSpotHacks
@HubSpotHacks 3 года назад
Yay! So glad to hear this. Thanks for the note!
@haielle1678
@haielle1678 4 года назад
Very nice video! thank you for the clear explanation!
@HubSpotHacks
@HubSpotHacks 4 года назад
+HAIELLE you’re welcome!
@araiya1815
@araiya1815 4 года назад
Thank you for making this so easy to understand. You do have a knack for explaining things clearly and you always try and remember to mention even the smallest details in order to add as much value as possible within the given time. Great job👍
@HubSpotHacks
@HubSpotHacks 4 года назад
+araiya18 awesome! Thanks for your kind note.
@jeriojerio5245
@jeriojerio5245 Год назад
Thank you for making this so easy to understand
@HubSpotHacks
@HubSpotHacks Год назад
Hi Jerio, it was our pleasure - and thank YOU for checking out HubSpot Hacks! Make you like and subscribe for all the latest and greatest HubSpot Hacks!
@continentsroamer
@continentsroamer 3 года назад
Thanks for the informative video. Cheers
@HubSpotHacks
@HubSpotHacks 3 года назад
+Haziqah Noor-ul-Islam you’re welcome! 🤩
@fuu812
@fuu812 5 лет назад
Nice video, thanks!
@HubSpotHacks
@HubSpotHacks 5 лет назад
We're glad you enjoyed it!
@EricRobbinsDeathDefyingNinja
@EricRobbinsDeathDefyingNinja 4 года назад
Great videos on all fronts!! Love it! QUESTION: When you set up the "goal", you mention that this is the thing that will auto-unenroll them from the workflow. If you don't want them to ever un-enroll but just want them to get amazing information in timed sequence, is this doable? Can you do a workflow without a goal and just "let it flow"? :)
@HubSpotHacks
@HubSpotHacks 4 года назад
Hey Eric - not sure exactly what you're asking....are you wanting to basically do a drip campaign forever? Or enroll them in a sequence to get a series of 5 or 7 emails for example? One thing to note is that if they don't open an email for about 11 times or more, they then become what HubSpot calls "unengaged" and can actually hurt your overall email deliverability. So something to watch for. Let us know if you wanna clarify and perhaps we can help you pinpoint the answer!
@mohanramanujam325
@mohanramanujam325 4 года назад
very nice
@HubSpotHacks
@HubSpotHacks 4 года назад
+Mohan Ramanujam 👍🏻
@TheWalli99
@TheWalli99 4 года назад
Hey great video! I am curious with which version or subscription this is possible to do? Is it possible to do with the start sales hub version?
@HubSpotHacks
@HubSpotHacks 4 года назад
+TheWalli99 unfortunately no. Workflows are available on marketing professional and enterprise.
@HubSpotHacks
@HubSpotHacks 4 года назад
+TheWalli99 workflows come with sales pro and marketing pro
@joshmindt9074
@joshmindt9074 2 года назад
Are there resources for form templates to use such as the 30-minuet consultation request form? I see lots of workflow examples but I'm looking for help with the actual content and forms within the workflow. This video was very helpful. Thanks.
@HubSpotHacks
@HubSpotHacks 2 года назад
When you create a new form, you have the option to create a form from scratch or to use a template. Standard forms can be stylized when designing a landing page or website page. Read more in this Knowledgebase article: knowledge.hubspot.com/forms/set-up-and-style-forms-on-hubspot-pages?KBOpenTab
@mitchhoward9659
@mitchhoward9659 4 года назад
Curious, what kind of mic are you using, if any. Looking to start videos and have a DSLR camera but the onboard mic is junk
@HubSpotHacks
@HubSpotHacks 4 года назад
Hey Mitch - we've bounced back and forth between a lapel mic and the snowball mic. For the lapel mic, it's just a Rode microphone, run into an external audio recorder. www.rode.com/microphones/lavalier www.bhphotovideo.com/c/product/1253811-REG/zoom_h4npro_4_channel_handy_recorder.html The snowball is a usb connection that records into our screencast software (audio input = blue snowball) www.bluedesigns.com/products/snowball/ Both audio tracks have to be synced in post production, but if you're careful with your preproduction planning, it should be fairly easy. Let us know when you launch and we'll take a look at what you're up to!
@elijahjohnyarra
@elijahjohnyarra 3 года назад
Do you have a suggestion to properly setup hubspot CRM for recruiters?
@HubSpotHacks
@HubSpotHacks 3 года назад
You'd likely want specific categories to classify contacts - guessing that you have both company contacts and potential candidate contacts. You'll need a way to easily segment the two.
@simongoode7025
@simongoode7025 3 года назад
Do you need the paid version of Hubspot for this (and how much is it?) :-) Thanks
@HubSpotHacks
@HubSpotHacks 3 года назад
+Simon Goode yes, you need marketing pro for marketing workflows.
@markmoore3574
@markmoore3574 2 года назад
Where did you get a Lamp like the one behind you? Is that a special light. It doesnt illuminate light like a normal lamp. Would be perfect for zoom calls.
@HubSpotHacks
@HubSpotHacks 2 года назад
I think the light behind us is a basic lamp but with a Phillips smart light bulb that you can set from your iPhone and in different colors
@naynas.3386
@naynas.3386 6 месяцев назад
Hello, I cannot see the Goal Set up on our end. Is it available for Marketing only? thank you
@HubSpotHacks
@HubSpotHacks 6 месяцев назад
Thanks for checking out HubSpot Hacks. Goals are only available for contact workflows, and they can be found in the white menu row towards the top. I hope this helps!
@aslerdogan7574
@aslerdogan7574 2 года назад
To make people come to the landing page and fill that specific form so the email lead nurturing can start, I have to think about another campaign right? so that , people land to that specific landing page?
@HubSpotHacks
@HubSpotHacks 2 года назад
Yes, you do need to conduct some type of outreach or inbound marketing to drive traffic to the landing page. There are a number of strategies including paid advertising (PPC, social ads, digital ads), organic (RU-vid, Google, link building), and organic social (LinkedIn, Facebook, Instagram, Twitter). What strategy works best will depend on your unique business needs.
@alihaider5190
@alihaider5190 3 года назад
Hi guys anyone can answer if he knows . Can I access specific names who have received the mail or can I filter out specific names who recoeve the mails but do not respond with in a given fram of time ?
@HubSpotHacks
@HubSpotHacks 2 года назад
Your email analytics will show you the specific names of those people who responded within a timeframe. You will then know which people who did not respond.
@garrettelkins8595
@garrettelkins8595 2 года назад
Where tf is the automation button
@HubSpotHacks
@HubSpotHacks 2 года назад
You must have the HubSpot Marketing Pro or Sales Pro subscription to view the Automation menu.
@nickhurley2472
@nickhurley2472 2 года назад
2022, none of this is true anymore.
@HubSpotHacks
@HubSpotHacks 2 года назад
+nick hurley we’re reshooting many of these in the coming months :) Thx
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