Business Automation Course:
HubSpot Marketing Automation Course
Implement an automation strategy for your business using HubSpot with this HubSpot Academy course! Discover how automation can help you streamline business and marketing workflows. Learn to utilize CRM data effectively to optimize your daily tasks and save valuable time!
Who is this for?
- Small business owners looking to streamline business operations and save time
- Marketers interested in learning how to learn marketing automation best practices
- Individuals seeking to develop their knowledge of business automation
What you'll learn
- Understand the importance of having set business processes before implementing automation
- Use HubSpot workflow actions to automate daily tasks and improve business efficiency
- Automate processes across your business in marketing, operations, and more
Available languages
Includes
Automation
Instructors
Anni Kim
Anni Kim is a former Inbound Professor for HubSpot Academy. She focused on educating the world about automation and integrations. When she's not filming in the studio, she's probably traveling the world in some top-notch sneakers and sampling all the local cuisine.
Courtney Sembler
Courtney hails from San Francisco, CA, and moved to Boston, MA to work for HubSpot in 2015. She currently works as the Senior Team Manager for HubSpot Academy Education dedicated to leading the inspiring and passionate Inbound Professors. She was a previous Inbound Professor focused on email marketing, GDPR, and contact management. She is devoted to education, environmental programs, and a true email geek.
Curriculum
How to Decide if It's Time to Implement Automation
Lesson - 11 min
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Lesson instructor: Anni Kim Automation is a big investment, so before you use resources to implement it, it's important to understand whether your business is a good fit. In this lesson, you'll learn three key pieces you should establish prior to getting started with automation.
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Using CRM Data to Trigger Automation in HubSpot
Lesson - 12 min
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Lesson instructor: Anni Kim In order to set effective enrollment triggers, you must understand what data is available in your CRM and how it gets there. In this lesson, you'll learn a few ways data enters your CRM and how you can use that data to set enrollment triggers for workflows.
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Connect Business Processes to Workflow Actions
Lesson - 12 min
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Lesson instructor: Courtney Sembler In this lesson, you'll learn why it's important to have set business processes prior to implementing an automation strategy. View all the workflow actions that are available and think about how they can be used to automate daily tasks so you and your employees save time.
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