Sales Hub Onboarding

CharlotteJ
HubSpot Moderator
HubSpot Moderator

Sales Hub Pro - Onboarding step 3 : Optimise your day-to-day processes

Hi there and welcome to step 3 of our Community-enabled onboarding program.

 

If you missed the previous step, it is available here.

 

In this video, we are going to see how to optimize your day-to-day process, using hubspot automation tools like sequences, workflows, snippets and meetings.
Check that video to get precious tips from our onboarding team ! 

In the video, we discuss:

  • 0:24 : Differences between sequences & workflows 
  • 0:41 : Workflows
  • 1:26 : Sequences
  • 2:20 : Tasks & Snippets tools
  • 2:35 : Meetings tool

 

 

Go to your Sequence tool!

 

Additional resources in relation to this topic:

The next video is available here.

 

Are those tools helpful to optimize your day-to-day processes? Let us know in the comment which one you use the most and if you have tips about it!