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HubSpot Workflows & Automation for Marketing Professionals
71 students
What you'll learn
- Understand what marketing automation is and how it powers modern marketing.
- Master the core building blocks of HubSpot workflows, including triggers, actions, and branches.
- Explore HubSpot’s workflow templates and how to use them to save time.
- Learn the difference between HubSpot workflows and sequences, and when to use each.
- Identify different types of triggers — event-based, criteria-based, and schedule-based — with real-world examples.
- Gain confidence in using HubSpot’s contact, company, and deal properties to drive automation.
- Understand how HubSpot objects work and how to associate them effectively.
- Explore each event trigger category in HubSpot, from form submissions to email engagement.
- Learn how to use CRM, communication, and marketing actions to automate sales and marketing tasks.
- Use smart delays and conditional branches to personalize workflows at scale.
- Set up re-enrollment, control enrollment settings, and manage workflow performance.
- Test, review, and publish workflows with confidence.
- Design, map, and build advanced workflows from start to finish.
- Automate company-based processes like account assignment and company property updates.
- Create powerful deal-based workflows to move deals faster through the pipeline.
- Build smarter, automated marketing systems that save time and drive better results.
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Course content
8 sections • 43 lectures • 4h 21m total length
Requirements
- Basic understanding of HubSpot CRM is recommended. If you're new to HubSpot, I suggest taking my "HubSpot Beginner’s Bootcamp" course first.
- Access to HubSpot Workflows is required. If you don’t have access, you can sign up for a 14-day free trial (link in the first section).
Description
Unlock the full power of HubSpot Workflows and take your marketing automation skills to the next level.
This hands-on course is built for marketing professionals and business owners who are ready to move beyond the basics and start using HubSpot CRM to automate smartly, save time, and scale their efforts.
Whether you're nurturing leads, assigning tasks, or syncing data across your tools, this course will walk you through how to build efficient, intelligent workflows—from simple automations to advanced sequences using triggers, actions, delays, and branching logic.
You’ll start with real-world scenarios and master the core elements of HubSpot Workflows, including:
Types of triggers and when to use them
Building smart actions and branching paths
Designing full workflow strategies and maps
Creating, testing, and optimizing workflows from start to finish
Specialized workflows for contacts, deals, and companies
By the end of this course, you’ll confidently create high-performing automations that help generate leads, close more deals, and deliver personalized marketing at scale—all within HubSpot.
PLEASE NOTE:
- Basic understanding of HubSpot CRM is recommended. If you're new to HubSpot, I suggest taking my HubSpot Beginner’s Bootcamp course first.
- You’ll need access to the Workflows tool in your HubSpot account. Not using it yet? HubSpot offers a free trial so you can follow along. (link in the first section)
Taught by a HubSpot specialist with over 15 years of digital marketing experience, this course brings practical, no-fluff guidance to help you automate smarter, faster, and with confidence.
Who this course is for:
- Marketing professionals who want to automate campaigns and processes using HubSpot Workflows
- Business owners and entrepreneurs using HubSpot to grow and scale their marketing
- Marketing teams looking to streamline communication, lead nurturing, and CRM updates
- HubSpot users who want to move beyond the basics and master automation
- Anyone transitioning into a marketing automation role and wants hands-on, practical training