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Learn how to automate your deal creation with workflows.

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Managing Deals in HubSpot

Academy Video
3 Videos | 20 Minutes

This lesson will guide you to closing sales with confidence using effective deal management, automation, and quote creation. - Managing Deals in HubSpot

Using Workflows in Your Sales Process

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4 Videos | 54 Minutes

This lesson covers several examples of workflows that make life easier for your sales team and that also give you better, more reliable data on your customers. - Using Workflows in Your Sales Process

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Create a deal using a workflow

Also included in this knowledge base article: Customize how deals are created! Learn how to: Set the properties that appear when users create deals & set defaults for creating new deals.

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YFeld on March 27, 2025
Hi all, I have a bunch of sequences going and want to be able to have an overview of the amount of emails I'm sending by the day. Kind of like a calendar month view of the upcoming/selected month and be able to quickly see how many emails I'm se read more
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JFox-Haines on March 27, 2025
Hello, New hubspot user here. I have Hubspot integrated with Salesforce and all seems to be working. We limit what syncs to salesforce to form completopms only. We have an exlusion on our "Salesforce Sync" list to not include people who complete read more
MARTY5000 on March 27, 2025
I have tried a few property options for tracking a data point on Line Items, which means all properties have data on them. I want to delete the old ones. The first property I permanently deleted did not remove from the line items Edit window. Th read more
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CJohnson911 on March 27, 2025
This is the error message I am receiving when trying to connect some of our sales team (outlook to hubspot). any suggestions?
KWeir6 on March 27, 2025
Hello! I am looking for help with getting files/photos that are submitted via a form to show up on a contact's page, in a way that you can at a glance see the photo that was submitted. Ideally, these photos could show up in the activity fie read more
Solved
STrummer on March 27, 2025
I have a workflow set, that is triggered when a contact submits a form on our website. Part of this workflow is that the contact is given the lifecycle stage "Active Contact" (similar to subscriber). However, what do I do when the contact is already read more
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Hall of Famer | Partner
March 27, 2025
@STrummer if you do not clear the value and the workflow attempts to set a contact to an earlier lifecycle stage, this will not happen and you will...read more

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