HubSpot Workflows & Automation for Marketing Professionals

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.

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).

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