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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

Visual Workflows 

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