Jul 29, 3:00 – 4:00 PM (UTC)
Tired of working within a one-size-fits-all CRM? HubSpot’s customization features allow you to tailor contact, company, ...
In Part 1, we mapped out your client onboarding strategy. Now it’s time to build it in HubSpot!
This hands-on session will walk through how to create workflows, custom properties, and automated emails to deliver a streamlined onboarding experience. Hear how other businesses have implemented similar systems for greater efficiency and client satisfaction.
Key Takeaways:
Build onboarding automation using workflows and properties
Trigger internal and external communications
Save time and reduce human error with smart automation
Join us and bring your automation questions. RSVP Now!
