Workflows 101: A Beginners Guide to Automation

May 20, 3:00 – 3:30 PM (UTC)

Workflows

New to HubSpot workflows? We can help! This beginner-friendly session, Workflows 101, is tailored for customers just starting with automation in HubSpot. (For Marketing and Sales Hub Professional Customers)

EnglishHubSpot-Led

About this event

Automation is key to operational efficiency and maximizing your team's productivity. This session will guide you through the basics, helping you make the most of HubSpot's powerful tools.

Designed for Marketing or Sales Hub Professional customers, in this interactive session, you will learn how to:

  • Grasp the foundational concepts of workflows: learn how to navigate the workflows tool and how it can help your business.
  • Build out a workflow: create and draft a helpful workflow alongside a Customer Success Manager.
  • Workflow best practices: learn all the tips and tricks to master workflows going forward.

Participate in this small group coaching with a HubSpot Success Manager for a hands-on experience learning HubSpot workflows. Register today!

Host

  • Ashley Massicott

    HubSpot

    Customer Success Manager

When

When

Tuesday, May 20, 2025
3:00 PM – 3:30 PM (UTC)

Agenda

Intro
What is a Workflow?
Interactive Demo Building a Workflow
Q&A and Resources