HubSpot Workflows: The Ultimate Guide [Video]

Tired of manual data entry and cleanup in your CRM? Don’t have time to follow up with all your leads? Want to get more positive reviews online? Workflows can help with these and much, much more.

This guide will help you understand why you need to be using workflows and how to set them up for the best results. We also reached out to the HubSpot community to give you a list of HubSpot workflow examples from experts, which you can use for your own business.

First though: what are workflows, what do they do?

Skip to a section:

1. What is a HubSpot workflow?
2. Types of HubSpot workflows
3. Should You Use a Workflow or a Sequence?
4. How to create workflows in HubSpot
5. Reviewing the analytics of your workflows
6. HubSpot workflow examples, chosen by experts

What is a HubSpot workflow?

A HubSpot workflow is a tool inside of HubSpot that allows you to automate parts of your marketing, sales, and customer service efforts. 

Each workflow is made up of …