Digital Marketing
& Sales Tips

Home / Resources / Blog
Workflow Tip Custom Properties & Filtered Views

HubSpot Workflow Tip: How to Organize & Filter HubSpot Workflows with Custom Properties

Alexi Leimbach and Nancy Lambert are excited to share the latest update to HubSpot workflows, which streamlines workflow organization and tagging, eliminating the[...]
HubSpot Tutorial | Using Different Trigger Criteria in Workflows

HubSpot Tutorial - Using Different Trigger Criteria in Workflows

HubSpot Training Video Overview Webhook-based workflow as a trigger for Operations Hub users: Users of Operations Hub can leverage Webhooks as triggers for their[...]
How to Set Up a HubSpot Workflow to Copy Company Name to Contact Record

How to Set Up a HubSpot Workflow to Copy Company Name to Contact Record

HubSpot Training Video Overview The problem of updating the contact company name property: This training explains that HubSpot does not automatically fill out the[...]
How to Filter Contacts by Association Label in HubSpot CRM Workflows

How to Filter Contacts by Association Label in HubSpot CRM Workflows

HubSpot Training Video Overview How to specify associated labels in filter criteria: This video explains how to use the filter criteria option in the software to[...]
How to Use Action Sets and Workflow Categories | HubSpot Tutorial

How to Use Action Sets and Workflow Categories | HubSpot Tutorial

HubSpot Training Video Overview HubSpot Workflow Actions Organization: The actions in workflows are now organized by type, including communications, CRM, marketing,[...]
How to Save Time & Simplify Automation with HubSpot's Workflow Branches

How to Save Time & Simplify Automation with HubSpot's Workflow Branches

Video Overview New features of HubSpot workflows: This HubSpot video training introduces three new branching features of HubSpot workflows: based on a random[...]
Scroll to top