HubSpot CRM (Pro) : Create Sales & Mkt. Automation Workflow
What you'll learn
- Automate Welcome Workflow in Hubspot
- Create Email in HubSpot
- Create a Workflow in HubSpot
- Create Sales Team Task
- Create Deal in Sales Pipeline
Requirements
- HubSpot Marketing Pro Version
Description
I am Salesforce Marketing Cloud Consultant, Salesforce Admin, and HubSpot Partner Certified with 5 years and more than 100 Marketing Automation projects experience. I work in Salesforce, HubSpot, Pardot, ActiveCampaign, and many such technologies for my clients.
I have designed this course to teach you HubSpot's Sales and Marketing Automation Workflow using which you can build a basic strategy for sending Welcome Email and create Deals and Tasks for Sales Team.
Whether you are a budding entrepreneur, an existing business, or even a mid-level company that is using various software and looking to make a switch to a new CRM. HubSpot is a CRM that offers you a lot of features that can scale up your business to a completely new level.
But I have seen many of my clients getting stuck in sending the first automated email. Sending the automated email in HubSpot is very easy. In fact, you can do it in just 15 minutes if you have all the assets ready.
In this course, you will be able to:
Create a Form Trigger
Create a Landing Page
Create a Welcome Email
Create a Workflow that sends the Welcome Email
Create a Deal stage in Pipeline
Assign Task to the Sales Team
After taking this class, you'll be able to craft your own Automated Sales and Marketing strategy that will help you achieve your business goals, foster authentic connections with your database and get a lot of free time to focus more on ideas than stay lost in manual tasks.
I would be posting more courses to explain other concepts as well, please stay tuned.
Who this course is for:
- HubSpot Marketing Pro and Above Subscribers
- Entrepreneurs Using HubSpot
- Marketing Automation Beginners
Instructor
I have 17 years of experience in the field of Digital Marketing and Marketing Automation. Handled multiple projects on Digital Transformation for Clients like Avaya, British Airways, Royal Bank of Scotland, and more.
I have completed 140+ Projects in Marketing Automation and help entrepreneurs in setting up their Marketing Technology Stack using tools like Salesforce Marketing Cloud, Pardot, ACT, Mautic, ActiveCampaign, Kajabi, and more.
Making me ready for the latest business technologies.
My Certifications include Salesforce Marketing Cloud, Pardot HubSpot, Human Factors International (UX, CUA).
My training experience includes taking corporate batches for MNCs and Govt Agencies.