Lead Management And Automation Training

Build HubSpot workflows in person.

Build an Effective HubSpot Workflow

This course will lay the foundation for the workflows tool within HubSpot and guide you through the process of implementing lead nurturing campaigns, sending internal notifications and managing your data. You’ll dedicate one full day to understanding how HubSpot’s workflows tool can automate internal processes and external communications to execute inbound marketing campaigns for your business.

Details

per seat
  • Duration: 1 Day, 9 AM-4:30 PM
  • Level: Beginner to Intermediate
  • What to Bring: Laptop
  • Language: English
  • Best For: A new or existing HubSpot user looking to strengthen their understanding of the workflows tool and lead nurturing planning.

Dates:

  • North America
  • Europe
  • Asia
  • Australia

North America

  • August 24 - Washington, DC
  • September 13 - Denver, CO
  • September 14 - Austin, TX
  • October 10 - New York, NY
  • October 19 - Atlanta, GA
  • November 16 - Chicago, IL

Europe

  • September 8 - Berlin, DE
  • October 26 - Madrid, ES
  • November 7 - London, UK

Asia

Coming in 2018!

Australia

  • November 29 - Sydney

Course Topics:

  • Workflow Anatomy
  • Contacts
  • Workflow Enrollment
  • Workflow Actions
  • Lead Nurturing
  • Personalized Emails
  • Notification Emails
  • Settings
  • Automation Testing
  • Workflow Auditing

This training does not cover lead scoring, advanced workflow tactics, or the HubSpot Sales tool. 

Meet Our Team

  • emily-morgan.jpg
    Emily Morgan

    Emily spent the last 3 years at HubSpot both in Support and as a Customer Training specialist and has no shame in admitting she loves to nerd out with a whiteboard, coffee, and a challenging workflow.

  • aidan_mcgrath.jpg
    Aidan McGrath

    Aidan’s HubSpot career has spanned over both the Support team and the Partner Services team. He's a language nerd, loves traveling the world, and is always looking for the best food in town.

  • Sheena_chatterjee.jpg
    Sheena Chatterjee

    During her time at HubSpot on the Support and Customer Training teams, Sheena constantly strives to solve for the customer. She loves providing customers with the tools to reach that "a-ha!" moment.

  • Serena_Polverino.jpg
    Serena Polverino

    Serena is passionate about all things content and spent the last 5 years helping brands in EMEA build and optimize their content marketing strategy. In her free time she loves cooking Italian food and working on DIY projects.

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