Automate Your Processes Using HubSpot

HubSpot offers automation tools to manage follow-ups and streamline workflows and processes, including ticket pipelines and marketing emails, to enhance team efficiency and streamline processes.

Marketing assets can be automated directly from forms or email tools, CRM records can be automated when the record reaches the specific deal stage, and workflows can automate marketing, sales, and services processes.

Main Features

1. Learn about various workflows, including comments, data addition, automation, copying, scheduling, Asana tasks, records, records, Todoist tasks, custom formula functions, AND/OR logic, and data formatting.
2. Manage workflows, including enrollment, unenrollment, organization, testing, troubleshooting, creating Trello cards, and understanding contact-based workflows, branches, delays, goals, webhooks, and workflow history.
3. Understand how to analyze bot performance, connect channels, create contacts, customize messages, delete inboxes, and edit chatflow language settings.
4. Learn various aspects of HubSpot, including chatflow management, email forwarding, customer ticket management, team availability, custom views, reporting, priority settings, SLAs, customer portals, conversation inboxes, bot settings, and mobile app usage.
5. Create custom surveys, customer loyalty, satisfaction, support surveys, HubSpot’s feedback submission properties, and tagging feedback submissions.
6. Develop a chatflow for WordPress pages, manage chat capacity, create a bot, set HubSpot Conversations as the primary receiver, understand targeting rules, and utilize if/then branches in bots.