What you'll learn:
- Build and manage HubSpot Workflows to automate marketing tasks and processes
- Set up and combine workflow triggers to enroll the right contacts at the right time
- Use branching logic and A/B testing to create personalized, multi-path automation
- Configure workflow actions to send emails, assign tasks, update records, and more
- Automate data management and keep your CRM accurate without manual input
- Use AI actions and Breeze agents inside workflows to speed up marketing tasks
- Create, customize, and build HubSpot marketing reports from scratch
- Analyze workflow and campaign performance using analytics and attribution reports
HubSpot Workflows & Reporting for Marketing Professionals is a practical, hands-on course designed to help marketers automate their marketing processes and measure performance with confidence inside HubSpot.
This course is ideal if you are a marketing professional, marketing manager, freelancer, or consultant who already has basic HubSpot knowledge and is ready to go deeper into automation and reporting.
You'll learn how to build workflows from scratch, set up the right triggers and actions, create branching logic for personalized journeys, use AI inside your automation, and build reports that actually tell you what's working — all inside HubSpot.
All lessons are based on the latest HubSpot interface and features (2026) and include practical assignments that you can follow along with in your own HubSpot account.
Some sections cover paid HubSpot features, but everything is explained clearly so you understand:
what's available in free and starter HubSpot accounts
what requires a paid Marketing Hub subscription
and when it actually makes sense to upgrade
By the end of this course, you will be able to:
Build and manage HubSpot Workflows
Understand the two core building blocks of every workflow: triggers and actions
Navigate the workflows section and configure enrollment settings correctly
Name, organize, and manage workflows so your team always knows what they do
Review and test workflows before going live
Set up workflow triggers with precision
Use "Met filter criteria," schedule-based, and event-based triggers
Trigger workflows from form submissions, email interactions, meetings, page views, and more
Use data value triggers to enroll contacts based on property changes or record creation
Combine AND/OR logic to build smarter, more flexible trigger conditions
Connect third-party apps and use webhooks for advanced integrations
Automate your marketing processes with workflow actions
Send automated emails, WhatsApp messages, and internal notifications
Assign tasks, create records, and update CRM data automatically
Manage contact subscriptions and build associations between records
Use Data Ops actions to manage and transform data inside workflows
Enroll contacts into sales sequences directly from a workflow
Build advanced workflows with branching and A/B testing
Split workflows into multiple paths based on single or multiple conditions
Run A/B marketing experiments directly inside a workflow
Analyze workflow performance using built-in workflow analytics
Apply workflows to companies, deals, and other CRM objects — not just contacts
Use AI inside your HubSpot Workflows
Use Breeze AI to build and improve workflows faster
Automate record summaries and company research using AI actions
Understand how the ICP Assistant and Cross-sell/Upsell Breeze Agents work
Create and customize HubSpot marketing reports
Navigate the HubSpot reporting section and understand what's available
Diagnose and fix common issues in existing reports
Customize reports from templates to track the metrics that matter
Build reports from scratch and use the Breeze AI assistant to speed up the process
Build advanced reports and analyze performance
Use the custom report builder for more complex data needs
Understand attribution reports to see what's actually driving revenue
Visualize funnel performance and track the full customer journey from first touch to close
About the instructor
I'm a certified HubSpot consultant and trainer, working with companies worldwide since 2018. I help marketing teams and businesses set up HubSpot correctly, build automation that actually works, and use reporting to make smarter decisions — not just tick boxes.
Here's what one of my students said:
"I just completed the course — and my only reaction is: WOW! Super valuable for entrepreneurs, consultants, and small businesses. Thalita managed to transfer her rich knowledge in a meticulous and easy-to-follow way. I honestly never knew the actual possibilities of the HubSpot platform and now I finally do!" — Tamara Biljman, Content Strategist
You can find more testimonials on my website. I take pride in supporting my students throughout the learning journey, and you're always welcome to ask questions during the course.
— Thalita
Disclaimer
HubSpot Workflows & Reporting for Marketing Professionals is an independently developed course by Thalita Milan and has not been created, endorsed, or verified by HubSpot, Inc. HubSpot, Inc. has no liability related to this course.
