How do I set up workflows in HubSpot?
An example of an AI chatbot conversation about setting up workflows in HubSpot.
How do I set up workflows in HubSpot?
To set up workflows in HubSpot, go to the Automation tab and select Workflows. From there, you can create a new workflow.
What types of workflows can I create?
You can create various types of workflows, including contact-based, company-based, deal-based, and ticket-based workflows.
Can I automate emails through workflows?
Yes, you can automate emails by adding email actions to your workflows, allowing you to send targeted messages based on triggers.
How do I test my workflow before activating it?
You can test your workflow by using the 'Test' feature in the workflow editor, which allows you to simulate the workflow's actions.
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