Thanks to this automation, the chances of losing sales opportunities are reduced. Steps to create workflows with Hubspot Below we will explain step by step how to create workflows using Hubspot. The first step is to go to the south africa telegram data platform's workflows tab (it appears in the menu above). Once this is done, the following window will open. Create Workflow (1) To create a new workflow we must click on “Start from scratch” and the following window will open.
Starting from scratch (2) In this case we can choose what type of Workflow we want to create: Based on contacts, companies, businesses, tickets or with the quote database. In this example, we are going to create a contact-based workflow. We select, click next (top right) and this window appears. Next (3) Here we begin to create the sequence of emails and actions that we want to be carried out depending on the user's activity. Once the sequence is created, we move on to configuration.
