General CRM
Workflows (HubSpot)
A HubSpot tool that automates marketing, sales, and service processes through if/then logic.
Complete Definition
HubSpot Workflows are the automation engine for the platform, allowing teams to automate repetitive tasks based on triggers and conditions. They can update properties, send emails, create tasks, enroll in sequences, rotate leads, score contacts, and integrate with external systems. Workflows are essential for scaling operations and ensuring consistent process execution.
Key Points
- 1Automates cross-functional processes
- 2If/then logic builder
- 3Triggers on multiple conditions
- 4Integrates with all HubSpot hubs
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