Introduction to Workflows

Automation helps businesses save time by handling repetitive tasks, ensuring that important processes run smoothly without manual effort. One of the easiest ways to get started with automation in HubSpot is by setting up a workflow.

Let's walk through creating a simple workflow that automatically sends a welcome email to new subscribers.

Conclusion

HubSpot workflows streamline communication and improve efficiency by automating repetitive tasks like sending emails. By setting up this simple workflow, you ensure that every new subscriber gets a warm welcome without manual intervention.

1. Where do you access workflows in HubSpot?

2. What triggers this workflow to start?

3. What is the purpose of adding an action to the workflow?

4. What type of email should be sent in this workflow?

5. What happens after you turn on the workflow?

Where do you access workflows in HubSpot?

Select the correct answer

Marketing → Emails

Automations → Workflows

CRM → Deals

Contacts → Lists

What triggers this workflow to start?

Select the correct answer

A contact joining the New Subscribers list

A manual action only

A contact being removed from a list

An email being sent

What is the purpose of adding an action to the workflow?

Select the correct answer

To create a contact list

To delete outdated emails

To define what happens after the trigger occurs

To assign a contact owner

What type of email should be sent in this workflow?

Select the correct answer

A sales proposal

A promotional discount

A follow-up survey

A welcome email

What happens after you turn on the workflow?

Select the correct answer

It requires manual approval each time.

It starts sending emails immediately.

It schedules emails only once a week.

It only works for existing contacts.

Everything was clear?

How can we improve it?

Thanks for your feedback!

Section 3. Chapter 1

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Introduction to Workflows

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Let's walk through creating a simple workflow that automatically sends a welcome email to new subscribers.

Conclusion

1. Where do you access workflows in HubSpot?

2. What triggers this workflow to start?

3. What is the purpose of adding an action to the workflow?

4. What type of email should be sent in this workflow?

5. What happens after you turn on the workflow?

Where do you access workflows in HubSpot?

Select the correct answer

Marketing → Emails

Automations → Workflows

CRM → Deals

Contacts → Lists

What triggers this workflow to start?

Select the correct answer

A contact joining the New Subscribers list

A manual action only

A contact being removed from a list

An email being sent

What is the purpose of adding an action to the workflow?

Select the correct answer

To create a contact list

To delete outdated emails

To define what happens after the trigger occurs

To assign a contact owner

What type of email should be sent in this workflow?

Select the correct answer

A sales proposal

A promotional discount

A follow-up survey

A welcome email

What happens after you turn on the workflow?

Select the correct answer

It requires manual approval each time.

It starts sending emails immediately.

It schedules emails only once a week.

It only works for existing contacts.

Everything was clear?

How can we improve it?

Thanks for your feedback!

Section 3. Chapter 1