7 Must Have HubSpot Workflows for Sales

Published: 17 July 2024
on channel: HubSpot Hacks
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Discover the power of automation and unleash the full potential of your sales team with HubSpot workflows!

In this video, we’ll show you how to build 7 workflows that every sales team must have in their HubSpot portal.

Watch this video to learn about:
The 7 HubSpot workflows every sales team needs
Different types of HubSpot workflows and when and how to use them
HubSpot contact based workflows and deal based workflows

00:00 Introduction
00:41 Building a Lead Routing Workflow in HubSpot
04:16 Specific Page View Notification Workflows in HubSpot
06:05 Use HubSpot Workflows to Create Deals When Meetings are Booked
08:23 Use HubSpot Workflows to Notify Sales of Missing Activity
11:11 Update Outdated Deals Notifications with HubSpot Workflows
12:56 Mark Deals as Closed Won with HubSpot Workflows
15:31 Team Notifications Workflow in HubSpot
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