How to Use HubSpot Workflows β Step-by-Step Tutorial for Beginners (2025)
Greg the HubSpot Guy
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π Just getting started with HubSpot? This is the only video you need to master HubSpot workflows from scratch. In this complete step-by-step tutorial (2025 edition), I walk you through: β How workflows work in HubSpot β Creating your first workflow β Automating your CRM and emails β Common mistakes to avoid β Best practices to stay organized By the end, you'll have the confidence to build and manage automation inside HubSpot like a pro. π Perfect for: - Marketing teams onboarding HubSpot - Freelancers setting up client CRMs - CMOs who want to build automation without coding ππ π Plus, get free access to my Workflow Box, packed with ready-to-use templates. π : https://eu1.hubs.ly/H0jhnf40 ππ π Timestamps: 00:00 - Understanding HubSpot Workflows 00:47 - Why workflows are more than sending emails 01:45 - Creating a new workflow 02:23 - Enrollment rules explained 03:12 - Setting enrollment criteria 04:56 - Unenrollment and workflow goals 06:03 - Re-enrollment settings 06:39 - Using different Path modules 07:42 - Adding delays 10:01 - Using branches effectively 13:42 - Go to Action & Go to Workflow 15:20 - Overview of all available actions 17:00 - Deep dive into CRM actions 21:40 - Using communication actions 23:21 - Tricks when sending marketing emails 27:14 - Marketing actions 27:40 - Testing your workflow 28:20 - How to activate your workflow 30:39 - Get your Free Access to the Workflow Box Master HubSpot Automation in 2025 Workflows are the heart of HubSpot automation, and understanding them can completely transform your CRM. Watch the full guide and start building smarter, faster workflows today! π‘ Like, comment, and subscribe for more expert HubSpot tutorials and growth strategies. π Free HubSpot Guides - Ultimate Setup Guide π¨βπ§ β https://eu1.hubs.ly/H0hHBHR0 40-video series to fully optimize your HubSpot portal step by step. - The Workflow Box π§° β https://eu1.hubs.ly/H0hHBHM0 Proven workflows + action plans to automate everything that matters. - Property Management Guide ποΈ β https://eu1.hubs.ly/H0hHBMl0 Master HubSpot properties and avoid the messy CRM trap. π Need help with HubSpot? βhttps://meetings-eu1.hubspot.com/gbolnot/meeting-en π€Β Want to try HubSpot for free? β https://hubspot.sjv.io/3ezzZM π© Let's connect: LinkedIn β [https://www.linkedin.com/in/grΓ©goire-bolnot-924995143/](https://www.linkedin.com/in/gr%C3%A9goire-bolnot-924995143/) Website β [https://hs-simple.com](https://hssimple.com) #HubSpot #HubSpotWorkflows #MarketingAutomation #CRM #HubSpotTutorial
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