Automation Across the Flywheel
Automation empowers you to save time on manual tasks, so you can focus your energy on providing a delightful experience for your leads and customers. With this learning path, explore how you can take advantage of workflows to get the right information to the right people at the right time, regardless of what stage of your flywheel they’re in.
Learning Path Details
Estimated time to complete
3 hours
Experience level
Beginner
This path is for those who want to:
- Understand how automation can improve all aspects of the customer experience
- Understand how to implement automation in HubSpot using the workflows tool
- Gain competence in designing, building, and optimizing workflows within each stage of the flywheel -- attract, engage, and delight
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Create workflows that use marketing, sales and service data
Organize and optimize workflows for business efficiency
Leverage workflows to automate internal processes & external communication
Explore what marketing automation is, how to use it to be more effective and efficient in your marketing, and the do’s and don’ts of implementing marketing automation.
6 min read
This guide will provide you an introduction to sales automation and the sales automation tools available to improve your efficiency, eliminate manual tasks, streamline recurring activities, and ensure nothing falls through the cracks.
7 min read
Dive into what support automation is and how support automation tools reduce friction in the customer service experience.
5 min read
Marketing automation technology can make tasks simpler and easier and help you deliver content to your leads and customers at the right time. In this lesson, you'll learn about the importance of automation and how to get started using workflows, the automation tool in HubSpot.
7 videos (23 min)
Learn how to harness the power of workflows across the different stages of the flywheel — attract, engage, and delight — to increase force, decrease friction, and deliver a seamless customer experience.
8 min read
Automation plays a huge role in an effective inbound strategy because it allows you to get tailored content in front of your leads at the right time. It can also help with internal processes and aligning your marketing and sales teams. In this lesson, you'll learn about the importance of automation and take your basic workflows knowledge to the next level by learning how to apply the tool across all three hubs.
6 videos (15 min)
Learn how to automate email workflows to help you convert leads into customers, delight your existing customers and encourage activity like greater product adoption, upsells, evangelism, and additional purchases. Plus, review examples of email marketing workflows that you should try for your business.
12 min read
In this lesson, you'll learn the best practices for creating a lead nurturing workflow that nurtures more leads into customers. Then you'll learn how to build your lead nurturing workflow in HubSpot.
3 videos (14 min)
In this lesson, you’ll learn how workflows can be used to delight your customers. First, we’ll cover the importance of delighting and growing your customers. Then, we’ll go through three ways to use workflows to delight customers.
4 videos (13 min)
As your business grows, the number of people creating and editing workflows will likely increase. In this lesson, learn how to use workflow features, like folders, revisions, the go to action, and more to stay organized and streamline workflows so that you maintain workflow efficiency.
5 videos (16 min)
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