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

[CharlotteJ]

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:

• Community article : Hints and Tips about Tasks
• Hubspot Academy : Orchestrating Your Outreach With Sequences
• Community article : Snippets Hints and Tips and the many ways they can be used!

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!