Deal-based workflows in HubSpot can help you automate the actions that you want to happen consistently when a deal is at a specific stage of the sales process. This may include tasks, text alerts, internal emails, and more!
In this short video, we show you how to set up your first HubSpot deal-based workflow by reviewing:
- Where to find deal-based workflows inside HubSpot
- Basic steps and best practices to get started on deals
- How to customize your workflows
- How to send notifications out easily in HubSpot for deal-based workflows