Welcome to the first session in our Back to Basics workshop series, where we strip away the complexity and get back to the fundamentals of HubSpot's most powerful tools. We've heard from countless teams who feel outright overwhelmed by HubSpot's capabilities or know they're only scratching the surface of what's possible.

For this inaugural workshop, we're tackling Workflows.

What Are HubSpot Workflows?

Workflows are automated actions triggered by specific behaviors or information. They monitor your contacts, deals, and data, then take the right action at exactly the right moment, automating processes, aligning teams, and enabling lead nurturing without manual work.

Consider this: 79% of marketing leads never convert to sales. Workflows ensure every lead receives attention and every interaction happens at the optimal moment.

What We'll Cover (And Then Some)

We've packed this workshop with way more than what's on the agenda; consider these your highlights reel:

• Lifecycle Stage Management

• Smart Lead Assignment

• Internal Notifications

• Welcome Email Sequences

• Lead Nurturing on Autopilot

• Date Stamps for Reporting

• Lost Deal Follow-Up

...and more workflows based on what you need most.

We're not teaching theory. We're teaching you to think like an automation expert, showing you which workflows to build first, how to avoid the mistakes that break automations, and when to use workflows versus other HubSpot tools.

You'll see real examples from actual businesses, get answers to your specific questions, and walk away knowing exactly how to eliminate hours and hours of manual work from your week.