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Sales Hub: Automation

Learn how to use deal-based automation to replace manual tasks and improve data integrity in the HubSpot tools.

Course Information

Who this Course is Best For

  • Role: Sales managers responsible for building automation within their sales process.
  • Subscription: Sales Pro, Sales Enterprise
  • Prerequisites: Understanding of custom contact properties.

2021 Dates

Eastern Time (New York):

August 9: 8am-12pm

August 26: 1-5pm

September 30: 9am-1pm


Central European Time:

August 4: 13:00-17:00

September 15: 13:00-17:00

Septmeber 29: 13:00-17:00

Greenwich Mean Time:

July 22: 13:00-17:00

August 13: 08:00-12:00

September 24: 08:00-12:00

Septmeber 30: 13:00-17:00


Singapore Time:

August 31: 13:00-17:00

Hong Kong Time: 

September 29: 08:00-12:00

Australian Eastern Time:

July 21: 08:00-12:00

August 16: 13:00-17:00

September 1: 13:00-17:00

New Zealand Time: 

September 24: 13:00-17:00

Enroll Now

Course Details

  • In this 4-hour training, we dive into automation best practices for sales teams, including common use cases, and hands-on activities to build confidence in our workflows tool.
    Highlights include:

    • Accurately using workflow enrollment logic to ensure you are only affecting the right Deal, Contact, or Company records. 
    • Implementing unenrollment criteria to automatically remove the right deals at the right time from your workflow. 
    • Appropriately selecting the right actions, delays, and branching logic for deal workflows.
  • Sales Automation:

    • Intro to the workflows tool & automation types in HubSpot
    • Use cases and common scenarios
    • Enrolling deals in workflows
    • Testing enrollment logic
    • Adding notifications & delay actions to your workflow
    • Using the workflow “unenrollment” feature

    Advanced Workflow Tactics:

    • Bulk updating property information
    • Building if/then branches
    • Using the “go-to action” feature
    • Cloning and moving workflow actions
  • Each HubSpot training course is equipped with plenty of activities to help you apply what you have learned and keep you engaged from beginning to end. In this training course, you'll go through activities that will help you:

    • Accurately build logic to enroll just the right records in your HubSpot workflows.
    • Suppress deals from your workflow at the appropriate time.
    • Select the right actions and format for your workflows timeline.
    • Implement branching logic and utilize the wider library of workflow actions.
  • We design each HubSpot training to help you quickly and easily gain experience utilizing your Sales Hub tools. In this particular training you will see demos in the following areas:

    • Workflows (HubSpot's automation tool)
    • Enrollment logic
    • Suppression rules
    • Workflow Actions
    • Timeline Types
    • Branching Logic

Cancellation Policy

  1. classroom

    Our Trainers

    You’ll love the hands-on approach of every training. A dedicated HubSpot professional will guide you through your marketing tools and strategies. Each trainer is engaging, talented, and, most importantly, here to help you reach your full potential as a HubSpot user.
     
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  • The Trainers were exceptional: Extremely knowledgeable, upbeat and supportive. The material covered all the right areas and the examples were spot on.

    Jackie

    Founder/Senior Consultant

    Bumplogic

  • You get much more than if you had just scanned through the documentation online. It was an excellent use of my time, even after taking it before. Great job. I honestly wouldn't change anything. Thanks!

    Alyssa

    Senior Director of Marketing

    The Energy Project

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