Tutorial Videos

How to Edit Deal Pipelines in HubSpot   Here are the steps to Edit Deal Pipelines in HubSpot: To edit the pipeline column in your sales pipeline. To view the pipeline columns, navigate to Sales > Deals…

How to Schedule a Social Post in HubSpot   Here are the steps to Schedule a Social Post in HubSpot: Click Marketing and navigate to Social. Access the social media scheduler by going to Marketing > Social.…

How to trigger workflows from form-fills in HubSpot   Here are the steps to trigger workflows from form-fills in HubSpot: Access forms by going to Marketing > Lead Capture > Forms. Find and click on your Contact…

How to Rotate Contact Owners in HubSpot   Here are the steps to Rotate Contact Owners in HubSpot: This is how to set up a contact rotation within a workflow (aka Round Robin). You would use this…

How to Create Workflows in HubSpot   Here are the steps to create workflows in HubSpot: Access workflows by clicking Workflows at the top of the HubSpot page. Create a new workflow by clicking Create workflow. Name…

How to Quickly Clone Workflows in HubSpot   Here are the steps to Quickly Clone Workflows in HubSpot: Access workflows by clicking Workflows at the top of the HubSpot page.  Find the workflow you want to clone. …