Set Up Your First HubSpot Workflow

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  • เผยแพร่เมื่อ 29 ก.ย. 2024

ความคิดเห็น • 46

  • @HubSpotHacks
    @HubSpotHacks  ปีที่แล้ว

    Join the HubSpot Hacks Newsletter for the latest tips, tricks, and tutorials: hubs.ly/Q01HtXmk0

  • @kuljeetkaur1480
    @kuljeetkaur1480 4 ปีที่แล้ว +1

    The best video if anyone wants to know about workflows
    Such precise explanation

    • @HubSpotHacks
      @HubSpotHacks  4 ปีที่แล้ว +1

      Yay! So glad to hear this. Thanks for the note!

  • @elijahjohnyarra
    @elijahjohnyarra 3 ปีที่แล้ว

    Do you have a suggestion to properly setup hubspot CRM for recruiters?

    • @HubSpotHacks
      @HubSpotHacks  3 ปีที่แล้ว

      You'd likely want specific categories to classify contacts - guessing that you have both company contacts and potential candidate contacts. You'll need a way to easily segment the two.

  • @McNallyOfficial
    @McNallyOfficial 4 ปีที่แล้ว +4

    Hey man, not the video I was looking for, but you did a great job so I'm leaving this comment so that the TH-cam algorithm may favor you.

    • @HubSpotHacks
      @HubSpotHacks  4 ปีที่แล้ว

      Thanks for the alorithm love! Sorry to hear it wasn't the right vid. Is there another video we could have produced that would have answered your question?

    • @joellim7010
      @joellim7010 4 ปีที่แล้ว

      @@HubSpotHacks yes. is there a way to track and find out who registered but didn't attend your webinar and automatically push an email out to them?

    • @HubSpotHacks
      @HubSpotHacks  3 ปีที่แล้ว

      @@joellim7010 Yes. This could be accomplished with the zoom integration and a workflow + automated email!

  • @mohanramanujam325
    @mohanramanujam325 4 ปีที่แล้ว

    very nice

    • @HubSpotHacks
      @HubSpotHacks  4 ปีที่แล้ว

      +Mohan Ramanujam 👍🏻

  • @alihaider5190
    @alihaider5190 3 ปีที่แล้ว

    Hi guys anyone can answer if he knows . Can I access specific names who have received the mail or can I filter out specific names who recoeve the mails but do not respond with in a given fram of time ?

    • @HubSpotHacks
      @HubSpotHacks  3 ปีที่แล้ว

      Your email analytics will show you the specific names of those people who responded within a timeframe. You will then know which people who did not respond.

  • @naynas.3386
    @naynas.3386 10 หลายเดือนก่อน

    Hello, I cannot see the Goal Set up on our end. Is it available for Marketing only? thank you

    • @HubSpotHacks
      @HubSpotHacks  9 หลายเดือนก่อน

      Thanks for checking out HubSpot Hacks. Goals are only available for contact workflows, and they can be found in the white menu row towards the top. I hope this helps!

  • @EricRobbinsDeathDefyingNinja
    @EricRobbinsDeathDefyingNinja 4 ปีที่แล้ว +2

    Great videos on all fronts!! Love it! QUESTION: When you set up the "goal", you mention that this is the thing that will auto-unenroll them from the workflow. If you don't want them to ever un-enroll but just want them to get amazing information in timed sequence, is this doable? Can you do a workflow without a goal and just "let it flow"? :)

    • @HubSpotHacks
      @HubSpotHacks  4 ปีที่แล้ว +1

      Hey Eric - not sure exactly what you're asking....are you wanting to basically do a drip campaign forever? Or enroll them in a sequence to get a series of 5 or 7 emails for example? One thing to note is that if they don't open an email for about 11 times or more, they then become what HubSpot calls "unengaged" and can actually hurt your overall email deliverability. So something to watch for.
      Let us know if you wanna clarify and perhaps we can help you pinpoint the answer!

  • @simongoode7025
    @simongoode7025 3 ปีที่แล้ว +1

    Do you need the paid version of Hubspot for this (and how much is it?) :-) Thanks

    • @HubSpotHacks
      @HubSpotHacks  3 ปีที่แล้ว

      +Simon Goode yes, you need marketing pro for marketing workflows.

  • @nickhurley2472
    @nickhurley2472 2 ปีที่แล้ว

    2022, none of this is true anymore.

    • @HubSpotHacks
      @HubSpotHacks  2 ปีที่แล้ว

      +nick hurley we’re reshooting many of these in the coming months :) Thx

  • @markmoore3574
    @markmoore3574 2 ปีที่แล้ว

    Where did you get a Lamp like the one behind you? Is that a special light. It doesnt illuminate light like a normal lamp. Would be perfect for zoom calls.

    • @HubSpotHacks
      @HubSpotHacks  2 ปีที่แล้ว

      I think the light behind us is a basic lamp but with a Phillips smart light bulb that you can set from your iPhone and in different colors

  • @gunjanvohra680
    @gunjanvohra680 4 ปีที่แล้ว +1

    This is the video I was looking for, each and everything explained so well. Thanks!

    • @HubSpotHacks
      @HubSpotHacks  4 ปีที่แล้ว

      Woo-hoo! Our team is excited to hear that. Please let us know if there are future topics you'd like us to cover!

  • @continentsroamer
    @continentsroamer 4 ปีที่แล้ว +1

    Thanks for the informative video. Cheers

    • @HubSpotHacks
      @HubSpotHacks  4 ปีที่แล้ว

      +Haziqah Noor-ul-Islam you’re welcome! 🤩

  • @joshmindt9074
    @joshmindt9074 2 ปีที่แล้ว

    Are there resources for form templates to use such as the 30-minuet consultation request form? I see lots of workflow examples but I'm looking for help with the actual content and forms within the workflow. This video was very helpful. Thanks.

    • @HubSpotHacks
      @HubSpotHacks  2 ปีที่แล้ว

      When you create a new form, you have the option to create a form from scratch or to use a template. Standard forms can be stylized when designing a landing page or website page. Read more in this Knowledgebase article: knowledge.hubspot.com/forms/set-up-and-style-forms-on-hubspot-pages?KBOpenTab

  • @mitchhoward9659
    @mitchhoward9659 4 ปีที่แล้ว

    Curious, what kind of mic are you using, if any. Looking to start videos and have a DSLR camera but the onboard mic is junk

    • @HubSpotHacks
      @HubSpotHacks  4 ปีที่แล้ว

      Hey Mitch - we've bounced back and forth between a lapel mic and the snowball mic.
      For the lapel mic, it's just a Rode microphone, run into an external audio recorder. www.rode.com/microphones/lavalier
      www.bhphotovideo.com/c/product/1253811-REG/zoom_h4npro_4_channel_handy_recorder.html
      The snowball is a usb connection that records into our screencast software (audio input = blue snowball) www.bluedesigns.com/products/snowball/
      Both audio tracks have to be synced in post production, but if you're careful with your preproduction planning, it should be fairly easy. Let us know when you launch and we'll take a look at what you're up to!

  • @fuu812
    @fuu812 5 ปีที่แล้ว +1

    Nice video, thanks!

    • @HubSpotHacks
      @HubSpotHacks  5 ปีที่แล้ว

      We're glad you enjoyed it!

  • @jeriojerio5245
    @jeriojerio5245 ปีที่แล้ว

    Thank you for making this so easy to understand

    • @HubSpotHacks
      @HubSpotHacks  ปีที่แล้ว

      Hi Jerio, it was our pleasure - and thank YOU for checking out HubSpot Hacks! Make you like and subscribe for all the latest and greatest HubSpot Hacks!

  • @TheWalli99
    @TheWalli99 4 ปีที่แล้ว

    Hey great video! I am curious with which version or subscription this is possible to do? Is it possible to do with the start sales hub version?

    • @HubSpotHacks
      @HubSpotHacks  4 ปีที่แล้ว

      +TheWalli99 unfortunately no. Workflows are available on marketing professional and enterprise.

    • @HubSpotHacks
      @HubSpotHacks  4 ปีที่แล้ว

      +TheWalli99 workflows come with sales pro and marketing pro

  • @garrettelkins8595
    @garrettelkins8595 3 ปีที่แล้ว

    Where tf is the automation button

    • @HubSpotHacks
      @HubSpotHacks  3 ปีที่แล้ว

      You must have the HubSpot Marketing Pro or Sales Pro subscription to view the Automation menu.

  • @haielle1678
    @haielle1678 4 ปีที่แล้ว

    Very nice video! thank you for the clear explanation!

    • @HubSpotHacks
      @HubSpotHacks  4 ปีที่แล้ว

      +HAIELLE you’re welcome!

  • @araiya1815
    @araiya1815 4 ปีที่แล้ว +3

    Thank you for making this so easy to understand. You do have a knack for explaining things clearly and you always try and remember to mention even the smallest details in order to add as much value as possible within the given time. Great job👍

    • @HubSpotHacks
      @HubSpotHacks  4 ปีที่แล้ว

      +araiya18 awesome! Thanks for your kind note.