HubSpot CRM (Pro) : Create Sales & Mkt. Automation Workflow

Automated Sales and Marketing Strategy using HubSpot Marketing Pro. Learn how to connect marketing and sales processes
Rating: 4.7 out of 5 (8 ratings)
242 students
English [Auto]
Automate Welcome Workflow in Hubspot
Create Email in HubSpot
Create a Workflow in HubSpot
Create Sales Team Task
Create Deal in Sales Pipeline


  • HubSpot Marketing Pro Version


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

Course content

9 sections9 lectures41m total length
  • Introduction to HubSpot Marketing Sequence


Marketing Automation Consultant - The Automationist
Chandan Kamal Sharma
  • 4.3 Instructor Rating
  • 20 Reviews
  • 743 Students
  • 4 Courses

A Management Graduate from IIM Lucknow India. I have 17 years of experience in the field of Digital Marketing and Marketing Automation. Handled tough projects on Digital Transformation for Clients like Avaya, British Airways, Royal Bank of Scotland, and more.

I am a 4 times Level 2 on Fiverr when tried my hand in Gig-Economy :-) and I have completed 102 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, HubSpot, Human Factors International (UX, CUA).

My training experience includes taking corporate batches for MNCs and Govt Agencies.