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

Steps to create a form in HubSpot. How different fields are brought together and how can it be embedded into a landing page.

This is a critical step in making the form functional.

• We can either embed it on the HubSpot landing page

• On WordPress or any other CMS

• Or use it as a standalone form

In this lesson, we will create a landing page from available templates and connect the form.

This is similar to any other platform. A simple drag and drop email with a subject line. So that we can use it to send it through our workflow.

Since we have to create a task for Sales Team to action on the incoming lead, we need to set up a sales team if not already set up.

Deals are an important part of any sales automation system and company's sales process. However, it requires to be tweaked based on every business need. HubSpot also allows such tweaking. Here we would create one more stage in the pipeline so that any new contact can enter the pipeline as a new deal.

So, this is where we connect all dots and make it fully functional. In this lesson we learn how to set up a step by step connection with all these elements we have created like Forms, Landing Page, Deals, Tasks, togther.

In this section, we successfully test the workflow that we have created using our demo account. Here we fill the form on the landing page and make the automation enter the data in the CRM, Send Email, and Create Deals and Task. All this working together.

So mostly once the deal is created, companies keep a track of the workflow performance and keep modifying it as per their needs from time to time. What other things you can do is listed here.