Finding a Video

[JWinger]

I have been in a chat with HubSpot Support (it's just AI) asking repeatedly for a video that shows me step by step how to create a new workflow. I have also searched in the HubSpot Academy and not found a video that isn't "How to increase your marketing results even though that's not at all what you searched for." I would like to do it WITHOUT AI so I can learn and understand the logic. Can someone recommend a couple HubSpot Academy videos that just walk a new user through the process step by step? (Note: I've received no training for HubSpot from HubSpot, so I really am looking for an introductory course.) Thank you.

[APernell]

Hello @JWinger ,

Thank you for reaching out to the academy community board! I'm happy to help out with this.

Great question! For a clear, beginner-friendly introduction to building workflows in HubSpot, I recommend starting with HubSpot Academy’s Marketing Software Certification Course, specifically the section 'Understanding Workflows in HubSpot.' This module includes a step-by-step video series designed for new users to learn the basics and logic behind workflows, not just marketing tactics.

You can access the lesson and its 7 instructional videos here: [Start the course]

For additional foundational training, also check out the main [HubSpot Academy training portal], where you can find introductory courses and practical walkthroughs for all tools.

Thank you!

The Academy team

[JWinger]

Okay, I've started this training, and I've gotten to the second video (Creating a Workflow in HubSpot). At 1:11 it says to choose from contact- or company-based, but on my screen, after clicking on "Create workflow from scratch," it takes me to a series of trigger-based options that are not in the video. I found where I could bypass them in HubSpot, but this is the kind of thing that trips me up: clearly this is important if it is the first step in the workflow process, but the video doesn't even mention it. Will this resurface somewhere? Is it important?

[JWinger]

Thank you for your suggestion. I'll take a look at the links and see if those help me get started.

(I did try to search on the HubSpot Academy for "How to create a contact form" and I received more than 100 videos, so there is no way to find what I need using that method.)

[STierney]

Hey @JWinger - thanks for posting in the Community!

I'd like to start by welcoming you to the HubSpot Community and highlighting this Academy course on Workflows Deep Dive, as well as this course on generally understanding Workflows in HubSpot. 

For further support, can you share a bit more around what you'd like this workflow(s) to accomplish for you and your team? Specifically, is there anything you directly need right now? Or are you just looking to better understand how to set up a workflow?

Shane, Senior Community Moderator

[JWinger]

Thank you for your suggestions. I'm going to give these a try. I'll follow up once I've gotten started.