How To HubSpot

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</div> </div> <div class="row"> <div class="col-12"> <div class="blog-index__wrapper d-grid"> <div data-aos="zoom-in" data-aos-once="true" class="mb-5"> <div class="blog-index__post p-0 position-relative"> <div class="blog-index__post_image"> <a href="https://www.xcellimark.com/how-to-hubspot/hubspot-workflow-tutorial-ticket-slas-with-task-automation" class="blog-index__post-content-link mb-0"> <img class="blog-index__post-content-image" src="https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2022.jpg?width=500&name=Thumbnail%2022.jpg" loading="lazy" alt="HubSpot Workflow Tutorial: Ticket SLAs & Task Automation" width="500" srcset="https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2022.jpg?width=250&name=Thumbnail%2022.jpg 250w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2022.jpg?width=500&name=Thumbnail%2022.jpg 500w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2022.jpg?width=750&name=Thumbnail%2022.jpg 750w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2022.jpg?width=1000&name=Thumbnail%2022.jpg 1000w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2022.jpg?width=1250&name=Thumbnail%2022.jpg 1250w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2022.jpg?width=1500&name=Thumbnail%2022.jpg 1500w" sizes="(max-width: 500px) 100vw, 500px"> </a> </div> <div class="blog-index__post-box"> <div class="blog-index__post-metadata text-center mb-4"> <strong>Posted by: <a href="https://www.xcellimark.com/blog/author/scott-lambert" target="_blank">Scott Lambert</a></strong> </div> <div class="blog-index__post-title"> <h3 class="mx-auto mb-5 text-center"><a href="https://www.xcellimark.com/how-to-hubspot/hubspot-workflow-tutorial-ticket-slas-with-task-automation">HubSpot Workflow Tutorial: Ticket SLAs & Task Automation</a></h3> </div> <div class="blog-index__post-content mb-5 text-center"> <div class="blog-index__post-content-summary"> In the latest ‘How to HubSpot’ series installment, we’re tackling the creation of a ticket-based workflow, an increasingly relevant tool with the introduction of[...] </div> </div> <div class="blog-index__button px-4 text-center"> <a class="button justify-content-center" href="https://www.xcellimark.com/how-to-hubspot/hubspot-workflow-tutorial-ticket-slas-with-task-automation">Read More</a> </div> <div class="blog-index__post-tags mt-5 text-center"> Topics: <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/hubspot-training">HubSpot Training</a>, <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/how-to-hubspot">How to HubSpot</a>, <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/workflows">Workflows</a> </div> </div> </div> </div> <div data-aos="zoom-in" data-aos-once="true" class="mb-5"> <div class="blog-index__post p-0 position-relative"> <div class="blog-index__post_image"> <a href="https://www.xcellimark.com/how-to-hubspot/hubspot-crm-tutorial-how-to-set-up-a-quote-based-workflow" class="blog-index__post-content-link mb-0"> <img class="blog-index__post-content-image" src="https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2021.jpg?width=500&name=Thumbnail%2021.jpg" loading="lazy" alt="HubSpot CRM Tutorial: How to Set Up a Quote-Based Workflow" width="500" srcset="https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2021.jpg?width=250&name=Thumbnail%2021.jpg 250w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2021.jpg?width=500&name=Thumbnail%2021.jpg 500w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2021.jpg?width=750&name=Thumbnail%2021.jpg 750w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2021.jpg?width=1000&name=Thumbnail%2021.jpg 1000w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2021.jpg?width=1250&name=Thumbnail%2021.jpg 1250w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2021.jpg?width=1500&name=Thumbnail%2021.jpg 1500w" sizes="(max-width: 500px) 100vw, 500px"> </a> </div> <div class="blog-index__post-box"> <div class="blog-index__post-metadata text-center mb-4"> <strong>Posted by: <a href="https://www.xcellimark.com/blog/author/scott-lambert" target="_blank">Scott Lambert</a></strong> </div> <div class="blog-index__post-title"> <h3 class="mx-auto mb-5 text-center"><a href="https://www.xcellimark.com/how-to-hubspot/hubspot-crm-tutorial-how-to-set-up-a-quote-based-workflow">HubSpot CRM Tutorial: How to Set Up a Quote-Based Workflow</a></h3> </div> <div class="blog-index__post-content mb-5 text-center"> <div class="blog-index__post-content-summary"> In this part of our ‘How to HubSpot’ series, we set up a quote-based workflow, an essential tool for sales teams in managing quote approvals. Video Overview How to[...] </div> </div> <div class="blog-index__button px-4 text-center"> <a class="button justify-content-center" href="https://www.xcellimark.com/how-to-hubspot/hubspot-crm-tutorial-how-to-set-up-a-quote-based-workflow">Read More</a> </div> <div class="blog-index__post-tags mt-5 text-center"> Topics: <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/hubspot-training">HubSpot Training</a>, <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/how-to-hubspot">How to HubSpot</a>, <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/workflows">Workflows</a> </div> </div> </div> </div> <div data-aos="zoom-in" data-aos-once="true" class="mb-5"> <div class="blog-index__post p-0 position-relative"> <div class="blog-index__post_image"> <a href="https://www.xcellimark.com/how-to-hubspot/how-to-create-a-hubspot-deal-based-workflow-for-appointment-reminders" class="blog-index__post-content-link mb-0"> <img class="blog-index__post-content-image" src="https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2020.jpg?width=500&name=Thumbnail%2020.jpg" loading="lazy" alt="How to Create a Deal-Based Workflow for Appointment Reminders in HubSpot CRM" width="500" srcset="https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2020.jpg?width=250&name=Thumbnail%2020.jpg 250w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2020.jpg?width=500&name=Thumbnail%2020.jpg 500w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2020.jpg?width=750&name=Thumbnail%2020.jpg 750w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2020.jpg?width=1000&name=Thumbnail%2020.jpg 1000w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2020.jpg?width=1250&name=Thumbnail%2020.jpg 1250w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2020.jpg?width=1500&name=Thumbnail%2020.jpg 1500w" sizes="(max-width: 500px) 100vw, 500px"> </a> </div> <div class="blog-index__post-box"> <div class="blog-index__post-metadata text-center mb-4"> <strong>Posted by: <a href="https://www.xcellimark.com/blog/author/scott-lambert" target="_blank">Scott Lambert</a></strong> </div> <div class="blog-index__post-title"> <h3 class="mx-auto mb-5 text-center"><a href="https://www.xcellimark.com/how-to-hubspot/how-to-create-a-hubspot-deal-based-workflow-for-appointment-reminders">How to Create a HubSpot Deal-Based Workflow for Appointment Reminders</a></h3> </div> <div class="blog-index__post-content mb-5 text-center"> <div class="blog-index__post-content-summary"> This HubSpot training explains the use case of building a workflow to send appointment reminders. For example, a doctor's office sends an email reminder to patients[...] </div> </div> <div class="blog-index__button px-4 text-center"> <a class="button justify-content-center" href="https://www.xcellimark.com/how-to-hubspot/how-to-create-a-hubspot-deal-based-workflow-for-appointment-reminders">Read More</a> </div> <div class="blog-index__post-tags mt-5 text-center"> Topics: <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/hubspot-training">HubSpot Training</a>, <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/how-to-hubspot">How to HubSpot</a>, <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/workflows">Workflows</a> </div> </div> </div> </div> <div data-aos="zoom-in" data-aos-once="true" class="mb-5"> <div class="blog-index__post p-0 position-relative"> <div class="blog-index__post_image"> <a href="https://www.xcellimark.com/how-to-hubspot/hubspot-workflow-tips-hubspot-contact-based-workflows-continued-assign-leads-send-emails" class="blog-index__post-content-link mb-0"> <img class="blog-index__post-content-image" src="https://www.xcellimark.com/hs-fs/hubfs/Contact%20Based%20Workflow%20Part%202-1.png?width=500&name=Contact%20Based%20Workflow%20Part%202-1.png" loading="lazy" alt="HubSpot Contact-Based Workflows Continued: Assign Leads & Send Emails" width="500" srcset="https://www.xcellimark.com/hs-fs/hubfs/Contact%20Based%20Workflow%20Part%202-1.png?width=250&name=Contact%20Based%20Workflow%20Part%202-1.png 250w, https://www.xcellimark.com/hs-fs/hubfs/Contact%20Based%20Workflow%20Part%202-1.png?width=500&name=Contact%20Based%20Workflow%20Part%202-1.png 500w, https://www.xcellimark.com/hs-fs/hubfs/Contact%20Based%20Workflow%20Part%202-1.png?width=750&name=Contact%20Based%20Workflow%20Part%202-1.png 750w, https://www.xcellimark.com/hs-fs/hubfs/Contact%20Based%20Workflow%20Part%202-1.png?width=1000&name=Contact%20Based%20Workflow%20Part%202-1.png 1000w, https://www.xcellimark.com/hs-fs/hubfs/Contact%20Based%20Workflow%20Part%202-1.png?width=1250&name=Contact%20Based%20Workflow%20Part%202-1.png 1250w, https://www.xcellimark.com/hs-fs/hubfs/Contact%20Based%20Workflow%20Part%202-1.png?width=1500&name=Contact%20Based%20Workflow%20Part%202-1.png 1500w" sizes="(max-width: 500px) 100vw, 500px"> </a> </div> <div class="blog-index__post-box"> <div class="blog-index__post-metadata text-center mb-4"> <strong>Posted by: <a href="https://www.xcellimark.com/blog/author/scott-lambert" target="_blank">Scott Lambert</a></strong> </div> <div class="blog-index__post-title"> <h3 class="mx-auto mb-5 text-center"><a href="https://www.xcellimark.com/how-to-hubspot/hubspot-workflow-tips-hubspot-contact-based-workflows-continued-assign-leads-send-emails">HubSpot Workflow Tips | HubSpot Contact-Based Workflows Continued: Assign Leads & Send Emails</a></h3> </div> <div class="blog-index__post-content mb-5 text-center"> <div class="blog-index__post-content-summary"> This HubSpot training explains how to assign leads to a team based on their location and sends the new lead a marketing follow-up email with pricing information[...] </div> </div> <div class="blog-index__button px-4 text-center"> <a class="button justify-content-center" href="https://www.xcellimark.com/how-to-hubspot/hubspot-workflow-tips-hubspot-contact-based-workflows-continued-assign-leads-send-emails">Read More</a> </div> <div class="blog-index__post-tags mt-5 text-center"> Topics: <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/hubspot-training">HubSpot Training</a>, <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/how-to-hubspot">How to HubSpot</a>, <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/workflows">Workflows</a> </div> </div> </div> </div> <div data-aos="zoom-in" data-aos-once="true" class="mb-5"> <div class="blog-index__post p-0 position-relative"> <div class="blog-index__post_image"> <a href="https://www.xcellimark.com/how-to-hubspot/hubspot-workflow-tips-automate-marketing-contact-status" class="blog-index__post-content-link mb-0"> <img class="blog-index__post-content-image" src="https://www.xcellimark.com/hs-fs/hubfs/Contact%20Based%20Workflow%20Part%201.png?width=500&name=Contact%20Based%20Workflow%20Part%201.png" loading="lazy" alt="HubSpot Workflow Tips | Contact-Based Workflows: Automate Marketing Contact Status" width="500" srcset="https://www.xcellimark.com/hs-fs/hubfs/Contact%20Based%20Workflow%20Part%201.png?width=250&name=Contact%20Based%20Workflow%20Part%201.png 250w, https://www.xcellimark.com/hs-fs/hubfs/Contact%20Based%20Workflow%20Part%201.png?width=500&name=Contact%20Based%20Workflow%20Part%201.png 500w, https://www.xcellimark.com/hs-fs/hubfs/Contact%20Based%20Workflow%20Part%201.png?width=750&name=Contact%20Based%20Workflow%20Part%201.png 750w, https://www.xcellimark.com/hs-fs/hubfs/Contact%20Based%20Workflow%20Part%201.png?width=1000&name=Contact%20Based%20Workflow%20Part%201.png 1000w, https://www.xcellimark.com/hs-fs/hubfs/Contact%20Based%20Workflow%20Part%201.png?width=1250&name=Contact%20Based%20Workflow%20Part%201.png 1250w, https://www.xcellimark.com/hs-fs/hubfs/Contact%20Based%20Workflow%20Part%201.png?width=1500&name=Contact%20Based%20Workflow%20Part%201.png 1500w" sizes="(max-width: 500px) 100vw, 500px"> </a> </div> <div class="blog-index__post-box"> <div class="blog-index__post-metadata text-center mb-4"> <strong>Posted by: <a href="https://www.xcellimark.com/blog/author/scott-lambert" target="_blank">Scott Lambert</a></strong> </div> <div class="blog-index__post-title"> <h3 class="mx-auto mb-5 text-center"><a href="https://www.xcellimark.com/how-to-hubspot/hubspot-workflow-tips-automate-marketing-contact-status">HubSpot Workflow Tips | Contact-Based Workflows: Automate Marketing Contact Status</a></h3> </div> <div class="blog-index__post-content mb-5 text-center"> <div class="blog-index__post-content-summary"> This HubSpot training discusses a contact-based use case where someone fills out a form on a website and needs to be subscribed to receive marketing communications.[...] </div> </div> <div class="blog-index__button px-4 text-center"> <a class="button justify-content-center" href="https://www.xcellimark.com/how-to-hubspot/hubspot-workflow-tips-automate-marketing-contact-status">Read More</a> </div> <div class="blog-index__post-tags mt-5 text-center"> Topics: <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/hubspot-training">HubSpot Training</a>, <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/how-to-hubspot">How to HubSpot</a>, <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/workflows">Workflows</a> </div> </div> </div> </div> <div data-aos="zoom-in" data-aos-once="true" class="mb-5"> <div class="blog-index__post p-0 position-relative"> <div class="blog-index__post_image"> <a href="https://www.xcellimark.com/how-to-hubspot/hubspot-workflow-tips-create-custom-properties-directly-in-workflows" class="blog-index__post-content-link mb-0"> <img class="blog-index__post-content-image" src="https://www.xcellimark.com/hs-fs/hubfs/Create%20Custom%20Properties%20Directly%20in%20Workflows.png?width=500&name=Create%20Custom%20Properties%20Directly%20in%20Workflows.png" loading="lazy" alt="HubSpot Workflow Tips | Create Custom Properties Directly in Workflows" width="500" srcset="https://www.xcellimark.com/hs-fs/hubfs/Create%20Custom%20Properties%20Directly%20in%20Workflows.png?width=250&name=Create%20Custom%20Properties%20Directly%20in%20Workflows.png 250w, https://www.xcellimark.com/hs-fs/hubfs/Create%20Custom%20Properties%20Directly%20in%20Workflows.png?width=500&name=Create%20Custom%20Properties%20Directly%20in%20Workflows.png 500w, https://www.xcellimark.com/hs-fs/hubfs/Create%20Custom%20Properties%20Directly%20in%20Workflows.png?width=750&name=Create%20Custom%20Properties%20Directly%20in%20Workflows.png 750w, https://www.xcellimark.com/hs-fs/hubfs/Create%20Custom%20Properties%20Directly%20in%20Workflows.png?width=1000&name=Create%20Custom%20Properties%20Directly%20in%20Workflows.png 1000w, https://www.xcellimark.com/hs-fs/hubfs/Create%20Custom%20Properties%20Directly%20in%20Workflows.png?width=1250&name=Create%20Custom%20Properties%20Directly%20in%20Workflows.png 1250w, https://www.xcellimark.com/hs-fs/hubfs/Create%20Custom%20Properties%20Directly%20in%20Workflows.png?width=1500&name=Create%20Custom%20Properties%20Directly%20in%20Workflows.png 1500w" sizes="(max-width: 500px) 100vw, 500px"> </a> </div> <div class="blog-index__post-box"> <div class="blog-index__post-metadata text-center mb-4"> <strong>Posted by: <a href="https://www.xcellimark.com/blog/author/scott-lambert" target="_blank">Scott Lambert</a></strong> </div> <div class="blog-index__post-title"> <h3 class="mx-auto mb-5 text-center"><a href="https://www.xcellimark.com/how-to-hubspot/hubspot-workflow-tips-create-custom-properties-directly-in-workflows">HubSpot Workflow Tips | Create Custom Properties Directly in Workflows</a></h3> </div> <div class="blog-index__post-content mb-5 text-center"> <div class="blog-index__post-content-summary"> This HubSpot training highlights that users can now create property fields for records directly within workflows. Previously, users had to leave the workflow,[...] </div> </div> <div class="blog-index__button px-4 text-center"> <a class="button justify-content-center" href="https://www.xcellimark.com/how-to-hubspot/hubspot-workflow-tips-create-custom-properties-directly-in-workflows">Read More</a> </div> <div class="blog-index__post-tags mt-5 text-center"> Topics: <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/hubspot-training">HubSpot Training</a>, <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/how-to-hubspot">How to HubSpot</a>, <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/workflows">Workflows</a> </div> </div> </div> </div> <div data-aos="zoom-in" data-aos-once="true" class="mb-5"> <div class="blog-index__post p-0 position-relative"> <div class="blog-index__post_image"> <a href="https://www.xcellimark.com/how-to-hubspot/hubspot-workflow-tips-use-ai-to-create-internal-email-notifications" class="blog-index__post-content-link mb-0"> <img class="blog-index__post-content-image" src="https://www.xcellimark.com/hs-fs/hubfs/Use%20AI%20to%20Create%20Internal%20Email%20Notifications.png?width=500&name=Use%20AI%20to%20Create%20Internal%20Email%20Notifications.png" loading="lazy" alt="HubSpot Workflow Tips | Use AI to Create Internal Email Notifications" width="500" srcset="https://www.xcellimark.com/hs-fs/hubfs/Use%20AI%20to%20Create%20Internal%20Email%20Notifications.png?width=250&name=Use%20AI%20to%20Create%20Internal%20Email%20Notifications.png 250w, https://www.xcellimark.com/hs-fs/hubfs/Use%20AI%20to%20Create%20Internal%20Email%20Notifications.png?width=500&name=Use%20AI%20to%20Create%20Internal%20Email%20Notifications.png 500w, https://www.xcellimark.com/hs-fs/hubfs/Use%20AI%20to%20Create%20Internal%20Email%20Notifications.png?width=750&name=Use%20AI%20to%20Create%20Internal%20Email%20Notifications.png 750w, https://www.xcellimark.com/hs-fs/hubfs/Use%20AI%20to%20Create%20Internal%20Email%20Notifications.png?width=1000&name=Use%20AI%20to%20Create%20Internal%20Email%20Notifications.png 1000w, https://www.xcellimark.com/hs-fs/hubfs/Use%20AI%20to%20Create%20Internal%20Email%20Notifications.png?width=1250&name=Use%20AI%20to%20Create%20Internal%20Email%20Notifications.png 1250w, https://www.xcellimark.com/hs-fs/hubfs/Use%20AI%20to%20Create%20Internal%20Email%20Notifications.png?width=1500&name=Use%20AI%20to%20Create%20Internal%20Email%20Notifications.png 1500w" sizes="(max-width: 500px) 100vw, 500px"> </a> </div> <div class="blog-index__post-box"> <div class="blog-index__post-metadata text-center mb-4"> <strong>Posted by: <a href="https://www.xcellimark.com/blog/author/scott-lambert" target="_blank">Scott Lambert</a></strong> </div> <div class="blog-index__post-title"> <h3 class="mx-auto mb-5 text-center"><a href="https://www.xcellimark.com/how-to-hubspot/hubspot-workflow-tips-use-ai-to-create-internal-email-notifications">HubSpot Workflow Tips | Use AI to Create Internal Email Notifications</a></h3> </div> <div class="blog-index__post-content mb-5 text-center"> <div class="blog-index__post-content-summary"> This HubSpot training covers a new AI feature that enables users to send internal email alerts to contact owners regarding overdue tasks. Additionally, the AI tool[...] </div> </div> <div class="blog-index__button px-4 text-center"> <a class="button justify-content-center" href="https://www.xcellimark.com/how-to-hubspot/hubspot-workflow-tips-use-ai-to-create-internal-email-notifications">Read More</a> </div> <div class="blog-index__post-tags mt-5 text-center"> Topics: <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/hubspot-training">HubSpot Training</a>, <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/how-to-hubspot">How to HubSpot</a>, <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/workflows">Workflows</a> </div> </div> </div> </div> <div data-aos="zoom-in" data-aos-once="true" class="mb-5"> <div class="blog-index__post p-0 position-relative"> <div class="blog-index__post_image"> <a href="https://www.xcellimark.com/how-to-hubspot/hubspot-workflow-tips-how-to-pull-in-data-sources-and-object-records" class="blog-index__post-content-link mb-0"> <img class="blog-index__post-content-image" src="https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2015.jpg?width=500&name=Thumbnail%2015.jpg" loading="lazy" alt="HubSpot Workflow Tips | How to Pull in Data Sources and Contact Records" width="500" srcset="https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2015.jpg?width=250&name=Thumbnail%2015.jpg 250w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2015.jpg?width=500&name=Thumbnail%2015.jpg 500w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2015.jpg?width=750&name=Thumbnail%2015.jpg 750w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2015.jpg?width=1000&name=Thumbnail%2015.jpg 1000w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2015.jpg?width=1250&name=Thumbnail%2015.jpg 1250w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2015.jpg?width=1500&name=Thumbnail%2015.jpg 1500w" sizes="(max-width: 500px) 100vw, 500px"> </a> </div> <div class="blog-index__post-box"> <div class="blog-index__post-metadata text-center mb-4"> <strong>Posted by: <a href="https://www.xcellimark.com/blog/author/scott-lambert" target="_blank">Scott Lambert</a></strong> </div> <div class="blog-index__post-title"> <h3 class="mx-auto mb-5 text-center"><a href="https://www.xcellimark.com/how-to-hubspot/hubspot-workflow-tips-how-to-pull-in-data-sources-and-object-records">HubSpot Workflow Tips | How to Pull In Data Sources and Object Records</a></h3> </div> <div class="blog-index__post-content mb-5 text-center"> <div class="blog-index__post-content-summary"> This informative HubSpot training introduces a fresh approach to organizing property fields based on their type. The training provides insights on how to incorporate[...] </div> </div> <div class="blog-index__button px-4 text-center"> <a class="button justify-content-center" href="https://www.xcellimark.com/how-to-hubspot/hubspot-workflow-tips-how-to-pull-in-data-sources-and-object-records">Read More</a> </div> <div class="blog-index__post-tags mt-5 text-center"> Topics: <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/hubspot-training">HubSpot Training</a>, <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/how-to-hubspot">How to HubSpot</a>, <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/workflows">Workflows</a> </div> </div> </div> </div> <div data-aos="zoom-in" data-aos-once="true" class="mb-5"> <div class="blog-index__post p-0 position-relative"> <div class="blog-index__post_image"> <a href="https://www.xcellimark.com/how-to-hubspot/hubspot-workflow-troubleshoot-how-to-diagnose-enrollment-issues" class="blog-index__post-content-link mb-0"> <img class="blog-index__post-content-image" src="https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2014.jpg?width=500&name=Thumbnail%2014.jpg" loading="lazy" alt="HubSpot Workflow Troubleshoot: How to Diagnose Enrollment Issues" width="500" srcset="https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2014.jpg?width=250&name=Thumbnail%2014.jpg 250w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2014.jpg?width=500&name=Thumbnail%2014.jpg 500w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2014.jpg?width=750&name=Thumbnail%2014.jpg 750w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2014.jpg?width=1000&name=Thumbnail%2014.jpg 1000w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2014.jpg?width=1250&name=Thumbnail%2014.jpg 1250w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2014.jpg?width=1500&name=Thumbnail%2014.jpg 1500w" sizes="(max-width: 500px) 100vw, 500px"> </a> </div> <div class="blog-index__post-box"> <div class="blog-index__post-metadata text-center mb-4"> <strong>Posted by: <a href="https://www.xcellimark.com/blog/author/scott-lambert" target="_blank">Scott Lambert</a></strong> </div> <div class="blog-index__post-title"> <h3 class="mx-auto mb-5 text-center"><a href="https://www.xcellimark.com/how-to-hubspot/hubspot-workflow-troubleshoot-how-to-diagnose-enrollment-issues">HubSpot Workflow Troubleshoot: How to Diagnose Enrollment Issues</a></h3> </div> <div class="blog-index__post-content mb-5 text-center"> <div class="blog-index__post-content-summary"> This HubSpot tutorial introduces a feature that enables users to troubleshoot the reasons behind a contact not being enrolled in a workflow. Video Overview Diagnosis[...] </div> </div> <div class="blog-index__button px-4 text-center"> <a class="button justify-content-center" href="https://www.xcellimark.com/how-to-hubspot/hubspot-workflow-troubleshoot-how-to-diagnose-enrollment-issues">Read More</a> </div> <div class="blog-index__post-tags mt-5 text-center"> Topics: <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/hubspot-training">HubSpot Training</a>, <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/how-to-hubspot">How to HubSpot</a>, <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/workflows">Workflows</a> </div> </div> </div> </div> <div data-aos="zoom-in" data-aos-once="true" class="mb-5"> <div class="blog-index__post p-0 position-relative"> <div class="blog-index__post_image"> <a href="https://www.xcellimark.com/how-to-hubspot/tutorial-how-to-export-your-hubspot-workflow-as-a-png-file" class="blog-index__post-content-link mb-0"> <img class="blog-index__post-content-image" src="https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2013.jpg?width=500&name=Thumbnail%2013.jpg" loading="lazy" alt="How to Export Your HubSpot Workflow as a PNG File" width="500" srcset="https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2013.jpg?width=250&name=Thumbnail%2013.jpg 250w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2013.jpg?width=500&name=Thumbnail%2013.jpg 500w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2013.jpg?width=750&name=Thumbnail%2013.jpg 750w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2013.jpg?width=1000&name=Thumbnail%2013.jpg 1000w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2013.jpg?width=1250&name=Thumbnail%2013.jpg 1250w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2013.jpg?width=1500&name=Thumbnail%2013.jpg 1500w" sizes="(max-width: 500px) 100vw, 500px"> </a> </div> <div class="blog-index__post-box"> <div class="blog-index__post-metadata text-center mb-4"> <strong>Posted by: <a href="https://www.xcellimark.com/blog/author/scott-lambert" target="_blank">Scott Lambert</a></strong> </div> <div class="blog-index__post-title"> <h3 class="mx-auto mb-5 text-center"><a href="https://www.xcellimark.com/how-to-hubspot/tutorial-how-to-export-your-hubspot-workflow-as-a-png-file">Tutorial - How to Export Your HubSpot Workflow as a PNG File</a></h3> </div> <div class="blog-index__post-content mb-5 text-center"> <div class="blog-index__post-content-summary"> This HubSpot tutorial covers a new functionality that enables users to easily download the design of a complex and lengthy workflow. Video Overview How to export a[...] </div> </div> <div class="blog-index__button px-4 text-center"> <a class="button justify-content-center" href="https://www.xcellimark.com/how-to-hubspot/tutorial-how-to-export-your-hubspot-workflow-as-a-png-file">Read More</a> </div> <div class="blog-index__post-tags mt-5 text-center"> Topics: <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/hubspot-training">HubSpot Training</a>, <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/how-to-hubspot">How to HubSpot</a>, <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/workflows">Workflows</a> </div> </div> </div> </div> <div data-aos="zoom-in" data-aos-once="true" class="mb-5"> <div class="blog-index__post p-0 position-relative"> <div class="blog-index__post_image"> <a href="https://www.xcellimark.com/how-to-hubspot/how-to-use-live-comments-in-hubspot-workflows" class="blog-index__post-content-link mb-0"> <img class="blog-index__post-content-image" src="https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2012.jpg?width=500&name=Thumbnail%2012.jpg" loading="lazy" alt="How to Use Live Comments in HubSpot Workflows" width="500" srcset="https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2012.jpg?width=250&name=Thumbnail%2012.jpg 250w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2012.jpg?width=500&name=Thumbnail%2012.jpg 500w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2012.jpg?width=750&name=Thumbnail%2012.jpg 750w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2012.jpg?width=1000&name=Thumbnail%2012.jpg 1000w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2012.jpg?width=1250&name=Thumbnail%2012.jpg 1250w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2012.jpg?width=1500&name=Thumbnail%2012.jpg 1500w" sizes="(max-width: 500px) 100vw, 500px"> </a> </div> <div class="blog-index__post-box"> <div class="blog-index__post-metadata text-center mb-4"> <strong>Posted by: <a href="https://www.xcellimark.com/blog/author/scott-lambert" target="_blank">Scott Lambert</a></strong> </div> <div class="blog-index__post-title"> <h3 class="mx-auto mb-5 text-center"><a href="https://www.xcellimark.com/how-to-hubspot/how-to-use-live-comments-in-hubspot-workflows">How to Use Live Comments in HubSpot Workflows - New Beta Feature!</a></h3> </div> <div class="blog-index__post-content mb-5 text-center"> <div class="blog-index__post-content-summary"> This HubSpot training introduces the exciting new feature of live commenting now available in HubSpot workflows. Video Overview Live commenting feature in workflows:[...] </div> </div> <div class="blog-index__button px-4 text-center"> <a class="button justify-content-center" href="https://www.xcellimark.com/how-to-hubspot/how-to-use-live-comments-in-hubspot-workflows">Read More</a> </div> <div class="blog-index__post-tags mt-5 text-center"> Topics: <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/hubspot-training">HubSpot Training</a>, <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/how-to-hubspot">How to HubSpot</a>, <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/workflows">Workflows</a> </div> </div> </div> </div> <div data-aos="zoom-in" data-aos-once="true" class="mb-5"> <div class="blog-index__post p-0 position-relative"> <div class="blog-index__post_image"> <a href="https://www.xcellimark.com/how-to-hubspot/new-hubspot-feature-schedule-a-workflow-to-turn-off-automatically" 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class="blog-index__post-metadata text-center mb-4"> <strong>Posted by: <a href="https://www.xcellimark.com/blog/author/scott-lambert" target="_blank">Scott Lambert</a></strong> </div> <div class="blog-index__post-title"> <h3 class="mx-auto mb-5 text-center"><a href="https://www.xcellimark.com/how-to-hubspot/new-hubspot-feature-schedule-a-workflow-to-turn-off-automatically">HubSpot New Feature Tutorial: Schedule a Workflow to Turn Off Automatically</a></h3> </div> <div class="blog-index__post-content mb-5 text-center"> <div class="blog-index__post-content-summary"> This HubSpot tutorial highlights a new functionality within the settings of the HubSpot platform that enables users to automatically schedule the workflow to turn[...] </div> </div> <div class="blog-index__button px-4 text-center"> <a class="button justify-content-center" href="https://www.xcellimark.com/how-to-hubspot/new-hubspot-feature-schedule-a-workflow-to-turn-off-automatically">Read More</a> </div> <div class="blog-index__post-tags mt-5 text-center"> Topics: <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/hubspot-training">HubSpot Training</a>, <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/how-to-hubspot">How to HubSpot</a>, <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/workflows">Workflows</a> </div> </div> </div> </div> <div data-aos="zoom-in" data-aos-once="true" class="mb-5"> <div class="blog-index__post p-0 position-relative"> <div class="blog-index__post_image"> <a href="https://www.xcellimark.com/how-to-hubspot/how-to-easily-test-and-enroll-contacts-in-hubspot-workflows" class="blog-index__post-content-link mb-0"> <img class="blog-index__post-content-image" src="https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2010.jpg?width=500&name=Thumbnail%2010.jpg" loading="lazy" alt="How to Easily Test and Enroll Contacts in HubSpot Workflows" width="500" srcset="https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2010.jpg?width=250&name=Thumbnail%2010.jpg 250w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2010.jpg?width=500&name=Thumbnail%2010.jpg 500w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2010.jpg?width=750&name=Thumbnail%2010.jpg 750w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2010.jpg?width=1000&name=Thumbnail%2010.jpg 1000w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2010.jpg?width=1250&name=Thumbnail%2010.jpg 1250w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%2010.jpg?width=1500&name=Thumbnail%2010.jpg 1500w" sizes="(max-width: 500px) 100vw, 500px"> </a> </div> <div class="blog-index__post-box"> <div class="blog-index__post-metadata text-center mb-4"> <strong>Posted by: <a href="https://www.xcellimark.com/blog/author/scott-lambert" target="_blank">Scott Lambert</a></strong> </div> <div class="blog-index__post-title"> <h3 class="mx-auto mb-5 text-center"><a href="https://www.xcellimark.com/how-to-hubspot/how-to-easily-test-and-enroll-contacts-in-hubspot-workflows">How to Easily Test and Enroll Contacts in HubSpot Workflows</a></h3> </div> <div class="blog-index__post-content mb-5 text-center"> <div class="blog-index__post-content-summary"> This HubSpot training highlights the significance of testing trigger criteria in workflows. 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srcset="https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%201.jpg?width=250&name=Thumbnail%201.jpg 250w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%201.jpg?width=500&name=Thumbnail%201.jpg 500w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%201.jpg?width=750&name=Thumbnail%201.jpg 750w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%201.jpg?width=1000&name=Thumbnail%201.jpg 1000w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%201.jpg?width=1250&name=Thumbnail%201.jpg 1250w, https://www.xcellimark.com/hs-fs/hubfs/Thumbnail%201.jpg?width=1500&name=Thumbnail%201.jpg 1500w" sizes="(max-width: 500px) 100vw, 500px"> </a> </div> <div class="blog-index__post-box"> <div class="blog-index__post-metadata text-center mb-4"> <strong>Posted by: <a href="https://www.xcellimark.com/blog/author/scott-lambert" target="_blank">Scott Lambert</a></strong> </div> <div class="blog-index__post-title"> <h3 class="mx-auto mb-5 text-center"><a href="https://www.xcellimark.com/how-to-hubspot/hubspot-workflow-tip-how-to-organize-filter-hubspot-workflows-with-custom-properties">HubSpot Workflow Tip: How to Organize & Filter HubSpot Workflows with Custom Properties</a></h3> </div> <div class="blog-index__post-content mb-5 text-center"> <div class="blog-index__post-content-summary"> Alexi Leimbach and Nancy Lambert are excited to share the latest update to HubSpot workflows, which streamlines workflow organization and tagging, eliminating the[...] </div> </div> <div class="blog-index__button px-4 text-center"> <a class="button justify-content-center" href="https://www.xcellimark.com/how-to-hubspot/hubspot-workflow-tip-how-to-organize-filter-hubspot-workflows-with-custom-properties">Read More</a> </div> <div class="blog-index__post-tags mt-5 text-center"> Topics: <a class="blog-post__tag-link" href="https://www.xcellimark.com/how-to-hubspot/tag/hubspot-training">HubSpot Training</a>, <a class="blog-post__tag-link" 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