Services
TAYA

They Ask, You Answer Mastery

A coaching & training program that drives unmatched sales & marketing results.

Sales

Sales Performance Mastery

Improve the competencies and close rates of your sales organization.

Web design

Website Mastery

Web design, development & training for your team.

HubSpot

HubSpot Mastery

Everything you need to get the most from HubSpot.

AI Mastery

AI Enablement Mastery

Unlock the power of AI in all aspects of your revenue operations.

Discover how IMPACT’s services can help take your business to the next level. Book a free 30-minute coaching session Book a free 30-minute coaching session
Learning Center
Learning Center

Learning Center

Free resources to help you improve the way you market, sell and grow your business.

Discover how IMPACT’s services can help take your business to the next level. Book a free 30-minute coaching session Book a free 30-minute coaching session

Free Assessment: How does your sales & marketing measure up?

Get Started
Close

Free Assessment:

How does your sales & marketing measure up?
Take this free, 5-minute assessment and learn what you can start doing today to boost traffic, leads, and sales.
Get Started
Carina Duffy

By Carina Duffy

Nov 28, 2019

Topics:

HubSpot
HubSpot

A special Thanksgiving mini-episode dedicated to contact workflows [Hubcast 252]

Carina Duffy

By Carina Duffy

Nov 28, 2019

A special Thanksgiving mini-episode dedicated to contact workflows [Hubcast 252]

This episode of the Hubcast is brought to you by all of the calories being consumed in America this week. Happy Thanksgiving, everyone!

Thanksgiving is here in the U.S., and while this episode is airing during the holiday, you can be assured that your favorite Hubcast hosts are busy getting stuffed with delicious food. 

It’s been an amazing year in the HubSpot world and we wanted to take this time to share what we’re thankful for.

Stephanie - HubSpot User Groups!

Nick - the new content marketing certification and the sales tools!

Carina - this year, I’m thankful for workflows, specifically contact workflows, and all the work that the HubSpot product team has been doing to get them updated to the new workflows engine.

New Contact Workflows Engine - Deep Dive

Updates:

“Any workflows in the new system will have access to the following new actions:

  • Go to action (merging branches). Connect if/then branches with to streamline your most complex workflows.
  • Slack notifications. Trigger Slack updates when certain contact-based actions are taken. For example, notify sales reps of a new lead or marketers of a new webinar registrant.
  • Asana task creation. Create a task in Asana when certain trigger criteria are met in HubSpot.
  • Copy contact properties to deal, quote, and tickets. For example, when a lead fills out a form, copy some of their submission details to a new deal. As a part of the update, you can also set and clear deal, quote, and ticket properties with contact workflows.

In addition, you'll see minor updates to exports and delays with the migration to the new system. For the full scoop, read through this help doc.”

Let’s break down exactly what it’s going to look like to use the upgraded contact based workflows.

And lastly, we’re thankful for you, our listeners, who keep this show going! Thanks for being passionate about all things HubSpot and inbound. You’re all certified dope in our book!

 

Until next time

Interested in sponsoring the Hubcast? Head on over to the Advertise with IMPACT page to learn more!

Join the HubSpot User Slack and hang out with us! 

If you’re listening on iTunes - head on over and leave us a review! We love hearing your feedback, so feel free to leave some in the comments, or shoot me an email at cduffy@impactplus.com!

Until next time. This is Carina Duffy, Nick Bennet, and Stephanie Baiocchi saying to you, get out there and get after it!

Free Assessment:

How does your sales & marketing measure up?
Take this free, 5-minute assessment and learn what you can start doing today to boost traffic, leads, and sales.

Related Articles

HubSpot Update November 2023; New Tools Bring Cautious Excitement

November 8, 2023
Jessica Palmeri Jessica Palmeri

HubSpot Update September 2023: What’s New from INBOUND

September 13, 2023
Jessica Palmeri Jessica Palmeri

HubSpot Pricing: Your Guide to Everything HubSpot Costs

August 24, 2023
Will Smith Will Smith

How To Measure The Trust You've Built With Your Audience (with template)

August 7, 2023
Marcus Sheridan Marcus Sheridan

HubSpot CRM Review — Pros and Cons

July 24, 2023
John Becker John Becker

Track These 5 Inbound Marketing Metrics to See Better Results

October 31, 2022
John Becker John Becker

Can HubSpot Help My Retail Business Grow?

July 31, 2022
Joe Bachir Joe Bachir

Get More Out of HubSpot Reporting With a Third-party Tool

July 9, 2022
John Becker John Becker

4 Keys To An Effective HubSpot Strategy in 2022

April 22, 2022
Carina Duffy Carina Duffy

Using They Ask, You Answer in Customer Service

April 1, 2022
John Becker John Becker

Is The HubSpot Free CRM Actually Free?

February 18, 2022
Joe Bachir Joe Bachir

Ultimate List of HubSpot Pros and Cons

January 8, 2022
Carina Duffy Carina Duffy

How To Optimize Your Marketing Automation Workflows With HubSpot (Tips)

November 12, 2021
Kimberly Marshall Kimberly Marshall

Top 13 Inbound Marketing & HubSpot Solutions Partner Program Agencies for 2022

October 29, 2021
Kimberly Marshall Kimberly Marshall

HubSpot Sales Hub: 18 Things Every Sales Rep Should Know How to Do (+ Videos)

October 28, 2021
John Becker John Becker

INBOUND 2021 Recap: Takeaways, Speakers, and Lessons Learned

October 25, 2021
John Becker John Becker

Need a HubSpot Admin? Here’s How to Find and Hire the Right Candidate

October 22, 2021
John Becker John Becker

How to Get Sales Reps to Use the HubSpot CRM

October 18, 2021
Kimberly Marshall Kimberly Marshall

HubSpot and Data Privacy: How to Collect Contacts the Right Way

October 4, 2021
John Becker John Becker

INBOUND is Fast Approaching, Google Leads are Syncing, and Workflow Actions are Placeholding [Hubcast 275]

September 23, 2021
Carina Duffy Carina Duffy

How to Know When You’ve Outgrown HubSpot Sales Hub Starter

September 23, 2021
John Becker John Becker

How to Get the Most Out of Your 2-Week HubSpot Free Trial

September 13, 2021
John Becker John Becker

CMS Hub Starter, business unit add-on, and Stephanie does email validation on a giant database [Hubcast ep. 274]

August 27, 2021
Carina Duffy Carina Duffy

How much HubSpot do I need?

August 17, 2021
John Becker John Becker

New HubSpot CMS Hub Starter Tier Released for Growing Businesses

August 6, 2021
Paul D. Grant Paul D. Grant