Tutorial Videos

Clone workflows in hubspot

How to Quickly Clone Workflows in HubSpot

By Frances Neese | June 23, 2023

How to Quickly Clone Workflows in HubSpot   Here are the steps to Quickly Clone Workflows in HubSpot: Go to workflow Click clone Rename    That’s it! Now you know how to Quickly Clone Workflows in HubSpot!…

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Rotate contact owner hubspot

How to Rotate Contact Owners in HubSpot

By Frances Neese | June 16, 2023

How to Rotate Contact Owners in HubSpot   Here are the steps to Rotate Contact Owners in HubSpot: Go to create workflow Contact based – from scratch Steps for triggering workflows Choose an action: Rotate record to…

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Edit deal pipeline in hubspot

How to Edit Deal Pipelines in HubSpot

By Frances Neese | June 9, 2023

How to Edit Deal Pipelines in HubSpot   Here are the steps to Edit Deal Pipelines in HubSpot: Go to Sales – Deals Go to settings Create a pipeline and edit Automation and workflows    That’s it!…

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Create pop up in hubspot

How to easily create a pop-up form in HubSpot

By Frances Neese | June 2, 2023

How to easily create a pop-up form in HubSpot   Here are the steps to easily create a pop-up form in HubSpot: How to create a pop-up box form Thank you pop-up box form Automate what happens…

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Create Workflows in hubspot

How to Create Workflows in HubSpot

By Frances Neese | May 26, 2023

How to Create Workflows in HubSpot   Here are the steps to create workflows in HubSpot: Contact-based Start from scratch Name it, and set up triggers Exploring the options according to your needs    That’s it! Now…

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UTM Code

How to create UTM codes for Google Analytics

By Frances Neese | May 19, 2023

How to create UTM codes for Google Analytics   Here are the steps to create UTM codes for Google Analytics: Google Analytics Search URL Builders Fill out a form on Campaign URL Builder Get the link on…

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