Don't Wait, Automate! Learn the Best Practices for HubSpot Workflows

Automation + Workflows (West Coast)
Wed, Aug 18, 2021, 12:00 PM (PDT)

About this event

Workflows is a powerful yet sometimes complicated tool. In this WAHUG event, we will dive into the best practices, the do's and don't of workflows.

What You Will Learn:

  • Workflow layout and action order
  • Using goals vs if/then branches
  • Appropriate use of if/then branches
  • Using the right object for your workflow
  • Differences between contact-based workflow types
  • Adding a link to the contact's record directly within internal notifications
  • When to use suppression lists in workflows
  • Grouping workflows by folders


Brian Serocke

Director of Platform Operations, Beacons Point



  • Alex Meade

    Alex Meade

    Beacons Point, Inc

    VP of Sales & Marketing


  • Alex Meade

    Alex Meade

    Beacons Point

    VP of Sales & Marketing

    View Profile