How to use workflows on HubSpot

This is by far the biggest mistake I see my clients making.

If I had to choose ONE of HubSpot’s most powerful features, it would definitely be the automation.

The issue here is that whenever people open that Workflows section, they get a little scared.

Here are my tips for creating your first one:

- Make sure you understand the goal before creating the workflow - this enables you to select the triggers appropriately

- TEST the workflow before SETTING IT LIVE!

- Start small - Create simple workflows first and from there you can expand to more complex automations.

To help you get started, let’s create a simple workflow together.