The Ultimate Hubspot Workflows-A-Palooza Crash Course: The Good, The Bad, And The Ugly
If you want to shine a spotlight on the part of HubSpot that exemplifies the awe-inspiring automation superpowers it can offer you, look no further than HubSpot Workflows in the HubSpot Marketing Hub.
For all of their might, however, Workflows may be the most singularly misunderstood tool within the Marketing Hub — or, at the very least, it's the tool that can cause the most anxiety.
Stop me if you've heard this one before ...
Your company is no slouch when it comes to HubSpot. In fact, you've been using it for years, and you've been using Workflows for years! Then, one day someone decides it might be a good idea to pop the hood on what you've got running in your portal, Workflows-wise.
... and that's when things get spooky. There are hundreds of Workflows running! But they're all named counterintuitively, so you can't quite understand what most of them do, who built them, or why they heck they were even created in the first place!
On the one hand, you know you've undoubtedly got Workflows running that should be turned off, and who knows what conflicts may be happening between the Workflows that are live. And of the ones that are live, when you poke around in the data, you're not even sure if they're helping you are hurting you.
- On the other hand ... uh, what if you break something? 🤔
- What if you accidentally trigger something that sends a bunch of emails to a bunch of people on your list? 😳
- What if you turn something off that's mission critical that really messes things up internally with your teams? 😱
If this sounds familiar, this is the episode for you. Heck, if you're just getting started with Workflows, but this is the exact nightmare scenario that makes you scared to click anything within the tool, you're also in the right place.
This week, we're pulling back the curtain on HubSpot Workflows! It's the HubHeroes Workflows-a-palooza if you will — with special guest Christina Kay! We're talking about the good best practices, the bad habits you need to avoid, and our tips for untangling the ugliest of Workflow messes, so you can restore order to the chaos!
Now, let's dig in!
What we cover in this episode
- What are the different types of Workflows folks need to be aware of?
- What does great organization look like within the Workflows tool?
- Is setting goals with Workflows actually important?
- Complex or simple with Workflows ... which is the right move?
- What are some of the coolest things we've seen folks do with the workflows tool?
- What are some of the most complex Workflow "disasters" we've seen, and how did you go about solving them?
- What do you do when you've inherited a mess of a portal when it comes to Workflows? How do you even begin to untangle a mess you didn't create and are struggling to understand?
- What are the most important best practices folks must remember, above all else, when it comes to HubSpot Workflows?
Creators and Guests
Host
Devyn Bellamy
Devyn Bellamy works at HubSpot. He works in the partner enablement department. He helps HubSpot partners and HubSpot solutions partners grow better with HubSpot. Before that Devyn was in the partner program himself, and he's done Hubspot onboardings, Inbound strategy, and built out who knows how many HubSpot, CMS websites. A fun fact about Devyn Bellamy is that he used to teach Kung Fu.
Host
George B. Thomas
George B. Thomas is the HubSpot Helper and owner at George B. Thomas, LLC and has been doing inbound and HubSpot since 2012. He's been training, doing onboarding, and implementing HubSpot, for over 10 years. George's office, mic, and on any given day, his clothing is orange. George is also a certified HubSpot trainer, Onboarding specialist, and student of business strategies. To say that George loves HubSpot and the people that use HubSpot is probably a massive understatement. A fun fact about George B. Thomas is that he loves peanut butter and pickle sandwiches.
Host
Liz Murphy
Liz Murphy is a business content strategist and brand messaging therapist for growth-oriented, purpose-driven companies, organizations, and industry visionaries. With close to a decade of experience across a wide range of industries – healthcare, government contracting, ad tech, RevOps, insurance, enterprise technology solutions, and others – Liz is who leaders call to address nuanced challenges in brand messaging, brand voice, content strategy, content operations, and brand storytelling that sells.
Host
Max Cohen
Max Cohen is currently a Senior Solutions Engineer at HubSpot. Max has been working at HubSpot for around six and a half-ish years. While working at HubSpot Max has done customer onboarding, learning, and development as a product trainer, and now he's on the HubSpot sales team. Max loves having awesome conversations with customers and reps about HubSpot and all its possibilities to enable company growth. Max also creates a lot of content around inbound, marketing, sales, HubSpot, and other nerdy topics on TikTok. A fun fact about Max Cohen is that outside of HubSpot and inbound and beyond being a dad of two wonderful daughters he has played and coached competitive paintball since he was 15 years old.
