Building an Effective Automation Strategy in HubSpot

Learn what your business needs to have before implementing an automation strategy and discover how you should think about CRM data and business processes when using workflows in HubSpot.

Syllabus

How to Decide if It's Time to Implement Automation

Automation is a big investment, so before you use resources to implement it, it's important to understand whether your business is a good fit. In this lesson, you'll learn three key pieces you should establish prior to getting started with automation.

Using CRM Data to Trigger Automation in HubSpot

In order to set effective enrollment triggers, you must understand what data is available in your CRM and how it gets there. In this lesson, you'll learn a few ways data enters your CRM and how you can use that data to set enrollment triggers for workflows.

Connect Business Processes to Workflow Actions

In this lesson, you'll learn why it's important to have set business processes prior to implementing an automation strategy. View all the workflow actions that are available and think about how they can be used to automate daily tasks so you and your employees save time.