HubSpot RoadWork: Visual Workflow

These are your prescribed HubSpot training guides on visual workflows as part of your 90-day onboarding program with HighRoad.

Self-Guided Training from HubSpot

Creating workflows

Set your workflow enrollment triggers

Use goals in contact-based workflows

Format your data with workflows

Use branches in workflows

Choose your workflow actions

Create workflows using guided templates

Troubleshoot records unexpectedly enrolling in workflows

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