To unlock that level of automation you would need professional level hubs. Feel free to reach out to us and check out or website for resources on the differences in the tiers!
Thanks for checking out HubSpot Hacks! I recommend checking out HubSpots Whatsapp integration page here: www.hubspot.com/products/whatsapp-integration I hope this helps!
🎯 Key Takeaways for quick navigation: 00:00 *🛠️ Overview of HubSpot Workflows* - Introduction to HubSpot workflows and their significance. - Workflows automate tasks, save time, and enhance scalability. - Different levels of access and features based on subscription level. 02:20 *🚀 Creating a Workflow* - Steps to create a workflow from scratch in HubSpot. - Selecting the object type and trigger for the workflow. - Overview of various trigger options available. 06:45 *📧 Workflow Actions* - Explanation of different actions that can be added to a workflow. - Examples of delay actions and workflow steps. - Details on advanced actions available with Operations Hub Pro or Enterprise. 11:38 *🔗 Integration and Custom Actions* - Overview of actions based on integrations and custom actions. - Examples of actions for internal and external communications. - Limitations based on subscription level for certain actions. 17:36 *📊 Workflow Settings and Completion* - Overview of workflow settings including alerts and details tabs. - Setting up workflow goals for completion and analytics tracking. - Finalizing workflow setup and ensuring efficient operation. 18:04 *⚙️ Workflow Configuration Options* - Explanation of advanced configuration options for workflows. - Setting up execution restrictions based on time and dates. - Associating workflows with HubSpot campaigns and managing suppression lists. 19:15 *📌 Monitoring Workflow Performance* - Overview of notifications for workflow performance monitoring. - Setting up goals and tracking workflow metrics. - Testing workflows and utilizing additional options for workflow management. 20:40 *📝 Review and Publishing Workflow* - Final steps in reviewing and publishing a workflow. - Importance of thorough review to avoid mistakes. - Detailed overview of settings before turning on the workflow. Made with HARPA AI
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How do you not have more views? This is even more helpful than hubspots channel!
Aww, Julia you are too kind! 🥰 Be sure to share our videos with others on HubSpot. We love growing our community! :D
I will use these tips directly to help the business I am working for. I hope it brings good results :)
This was super helpful! Thank you!!
Glad it was helpful!
This video is incredibly helpful. Thank you so much!
You're so welcome! Glad you found it valuable 😄
I was just thinking the same :) how come you don't have much more likes? You and Ali make things easier for me. You give the best HubSpot tutorials.
We appreciate the compliment! We think our videos are pretty great 😉 be sure to share with other HubSpot users that would find our demos useful!
Thanks man, great content!
Glad you liked it!
Very good overview.
Thank you so much for watching! Make sure you subscribe for all the latest and greatest HubSpot Hacks!
proffessional or starter level to get company based deal based and ticket based workflows? professional is over 1k a month
To unlock that level of automation you would need professional level hubs. Feel free to reach out to us and check out or website for resources on the differences in the tiers!
Could you please tell us more about WhatsApp message action?
how can we use it?
Thanks for checking out HubSpot Hacks! I recommend checking out HubSpots Whatsapp integration page here: www.hubspot.com/products/whatsapp-integration
I hope this helps!
🎯 Key Takeaways for quick navigation:
00:00 *🛠️ Overview of HubSpot Workflows*
- Introduction to HubSpot workflows and their significance.
- Workflows automate tasks, save time, and enhance scalability.
- Different levels of access and features based on subscription level.
02:20 *🚀 Creating a Workflow*
- Steps to create a workflow from scratch in HubSpot.
- Selecting the object type and trigger for the workflow.
- Overview of various trigger options available.
06:45 *📧 Workflow Actions*
- Explanation of different actions that can be added to a workflow.
- Examples of delay actions and workflow steps.
- Details on advanced actions available with Operations Hub Pro or Enterprise.
11:38 *🔗 Integration and Custom Actions*
- Overview of actions based on integrations and custom actions.
- Examples of actions for internal and external communications.
- Limitations based on subscription level for certain actions.
17:36 *📊 Workflow Settings and Completion*
- Overview of workflow settings including alerts and details tabs.
- Setting up workflow goals for completion and analytics tracking.
- Finalizing workflow setup and ensuring efficient operation.
18:04 *⚙️ Workflow Configuration Options*
- Explanation of advanced configuration options for workflows.
- Setting up execution restrictions based on time and dates.
- Associating workflows with HubSpot campaigns and managing suppression lists.
19:15 *📌 Monitoring Workflow Performance*
- Overview of notifications for workflow performance monitoring.
- Setting up goals and tracking workflow metrics.
- Testing workflows and utilizing additional options for workflow management.
20:40 *📝 Review and Publishing Workflow*
- Final steps in reviewing and publishing a workflow.
- Importance of thorough review to avoid mistakes.
- Detailed overview of settings before turning on the workflow.
Made with HARPA AI
thx for sharing
What's his name? Or his LinkedIn
Thanks for checking out HubSpot Hacks! That's Tyler Samani-Sprunk, Co-founder of Simple Strat. You should be able to find him on LinkedIn!