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HubSpot Workflow Tips | How to Pull in Data Sources and Contact Records

HubSpot Workflow Tips | How to Pull In Data Sources and Object Records

This informative HubSpot training introduces a fresh approach to organizing property fields based on their type. The training provides insights on how to incorporate[...]
HubSpot Workflow Troubleshoot: How to Diagnose Enrollment Issues

HubSpot Workflow Troubleshoot: How to Diagnose Enrollment Issues

This HubSpot tutorial introduces a feature that enables users to troubleshoot the reasons behind a contact not being enrolled in a workflow. Video Overview Diagnosis[...]
How to Export Your HubSpot Workflow as a PNG File

Tutorial - How to Export Your HubSpot Workflow as a PNG File

This HubSpot tutorial covers a new functionality that enables users to easily download the design of a complex and lengthy workflow. Video Overview How to export a[...]
How to Use Live Comments in HubSpot Workflows

How to Use Live Comments in HubSpot Workflows - New Beta Feature!

This HubSpot training introduces the exciting new feature of live commenting now available in HubSpot workflows. Video Overview Live commenting feature in workflows:[...]
HubSpot New Feature Tutorial: Schedule a Workflow to Turn Off Automatically

HubSpot New Feature Tutorial: Schedule a Workflow to Turn Off Automatically

This HubSpot tutorial highlights a new functionality within the settings of the HubSpot platform that enables users to automatically schedule the workflow to turn[...]
How to Easily Test and Enroll Contacts in HubSpot Workflows

How to Easily Test and Enroll Contacts in HubSpot Workflows

This HubSpot training highlights the significance of testing trigger criteria in workflows. Video Overview How to test trigger criteria in workflows: The video[...]
How to Use AI to Generate Descriptions for Your HubSpot Workflows

How to Use AI to Generate Descriptions for Your HubSpot Workflows

This HubSpot training introduces the new feature of AI description generation. Video Overview Recommendation to fill out the description field: The document[...]
HubSpot Workflow Tutorial: Using Delay Options to Improve Automations

HubSpot Workflow Tutorial: Using Delay Options to Improve Automations

In this HubSpot training session, we will explore various options for incorporating delays into your workflows. Video Overview Set amount of time delay: This delay[...]
How to Save Time & Simplify Automation with HubSpot's Workflow Branches

How to Save Time & Simplify Automation with HubSpot's Workflow Branches

Video Overview New features of HubSpot workflows: This HubSpot video training introduces three new branching features of HubSpot workflows: based on a random[...]
How to Use Action Sets and Workflow Categories | HubSpot Tutorial

How to Use Action Sets and Workflow Categories | HubSpot Tutorial

HubSpot Training Video Overview HubSpot Workflow Actions Organization: The actions in workflows are now organized by type, including communications, CRM, marketing,[...]
How to Filter Contacts by Association Label in HubSpot CRM Workflows

How to Filter Contacts by Association Label in HubSpot CRM Workflows

HubSpot Training Video Overview How to specify associated labels in filter criteria: This video explains how to use the filter criteria option in the software to[...]
How to Set Up a HubSpot Workflow to Copy Company Name to Contact Record

How to Set Up a HubSpot Workflow to Copy Company Name to Contact Record

HubSpot Training Video Overview The problem of updating the contact company name property: This training explains that HubSpot does not automatically fill out the[...]
HubSpot Tutorial | Using Different Trigger Criteria in Workflows

HubSpot Tutorial - Using Different Trigger Criteria in Workflows

HubSpot Training Video Overview Webhook-based workflow as a trigger for Operations Hub users: Users of Operations Hub can leverage Webhooks as triggers for their[...]
Workflow Tip Custom Properties & Filtered Views

HubSpot Workflow Tip: How to Organize & Filter HubSpot Workflows with Custom Properties

Alexi Leimbach and Nancy Lambert are excited to share the latest update to HubSpot workflows, which streamlines workflow organization and tagging, eliminating the[...]
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