Digital Sales & Marketing
Digital Sales & Marketing
Close

Free digital sales and marketing courses

Immediately start seeing better digital sales and marketing results with dozens (and counting) of free online courses inside IMPACT+.

View all free coursesView all free courses

Digital Sales & Marketing World 2021

The premier, hybrid event for growth-focused business leaders, digital marketers, and sales pros. Virtual passes are free for IMPACT+ Pro members. In-person passes on sale soon.

Learn moreLearn more Watch past events on demandWatch past events on demand

Digital sales and marketing services

Discover the full array of IMPACT services, including inbound marketing training, web design, paid media management, and more.

Learn moreLearn more
They Ask, You Answer
They Ask, You Answer
Close

Free They Ask, You Answer course

Learn the principles of the They Ask, You Answer by taking our most popular course, taught by Marcus Sheridan himself.

Take the course nowTake the course now

Hire a coach

Turn your company into a high-performing digital organization with our flagship coaching program, Digital Sales and Marketing Mastery.

Learn moreLearn more

Case studies

See dozens of examples of companies succeeding with Digital Sales and Marketing Mastery and They Ask, You Answer.

View case studiesView case studies

They Ask, You Answer, the book

“One of the 11 Marketing Books every CMO should read.” — Forbes

Learn moreLearn more Buy the bookBuy the book
Virtual Selling
Virtual Selling
Close

Virtual Selling Mastery

Equip your sales team with proven methods to connect with today’s buyer, shorten the sales cycle, and close more deals, faster.

Learn moreLearn more

Virtual Selling Summit

Virtual Selling Summit 2021 is in the works. In the meantime, enjoy the entire 2020 event on-demand, free for IMPACT+ Pro Members.

Watch past events on demandWatch past events on demand
Video
Video
Close

Free video sales and marketing strategy course

Zach Basner teaches you the fundamentals of making video for sales and marketing work inside your organization.

Take the course nowTake the course now

Video Sales and Marketing World 2021

Video Sales & Marketing World 2021 is in the works. In the meantime, enjoy the 2020 event on-demand - free for IMPACT+ Pro Members.

Watch past events on demandWatch past events on demand

The Visual Sale, the book

Learn how to use video to ignite sales, accelerate marketing, and grow your business in a virtual world in this book from Marcus Sheridan and Vidyard’s Tyler Lessard.

Learn moreLearn more Buy the bookBuy the book

Master video inside your organization

Video is a critical component of any high-performing digital sales and marketing program, and is a key part of Digital Sales and Marketing Mastery.

Learn moreLearn more
HubSpot
HubSpot
Close

Free HubSpot sales and marketing courses

Taught by Carina Duffy, IMPACT’s lead HubSpot trainer.

Marketing automation mastery (with HubSpot workflows)Marketing automation mastery (with HubSpot workflows) Inbound lead generation and conversion optimizationInbound lead generation and conversion optimization Getting started with sales technologyGetting started with sales technology

HubSpot Training Day

Following INBOUND 2020, IMPACT and HubSpot co-hosted a full-day of deep dive sessions to help HubSpot users get the most out of the new features fast! On-demand access is free for IMPACT+ Pro Members.

Watch on-demandWatch on-demand

HubSpot training and implementation

Maximize your investment in HubSpot's marketing, sales, or service platforms with guided training and implementation services.

Learn moreLearn more
Web Design
Web Design
Close

Website Optimization Summit 2021

March 23, 2021, 25+ Speakers/Sessions, Free for IMPACT+ Pro Members or $59 for a day pass.

Learn more and registerLearn more and register

Website design and strategy services

Get a beautiful, user-friendly HubSpot or Wordpress website that is easy to update, consistently generates leads and revenue, and grows with you.

Learn moreLearn more
HubSpot   |   News   |   Tools

HubSpot workflows now support delayed actions by event, comments in beta

Seriously, this is a big deal. If you don't believe me, I wish you could have seen how our HubSpot team lost their minds on Slack when they found out about these two updates. (It was a lot.)

HubSpot workflows now support delayed actions by event, comments in beta Blog Feature

Liz Moorehead

Editor-in-Chief, Speaker, Host of 'Content Lab' Podcast

August 23rd, 2020 min read

Late last week, I noticed a quick and unexpected flurry of activity in one of our internal Slack channels:

Screen Shot 2020-08-23 at 3.29.25 PM

At first, I thought they were excited (as I was) by the recent news that the next Fast and Furious movie might have an outer space element. I mean, NOS in space. Can you even imagine?

But I was wrong... something which happens only three times per quarter.

You see, as it turns out, the team at HubSpot had quietly, with little to no fanfare, rolled out two updates specific to their automated workflows tool within their HubSpot Marketing Hub:

  1. The ability to delay actions by workflows due to an event.
  2. A beta of internal commenting capabilities at specific workflow stages.

Though innocuous-sounding on their face, each of these two changes is actually a pretty big deal. So, let's talk about what each of these super simple, yet absurdly powerful updates is and why you'll want to start using them immediately.

🎓 Free IMPACT+ course: Mastering automation with HubSpot workflows

HubSpot workflow delayed actions by event

The easiest way to explain this update is to show you:

sd (2)

That's right. I didn't just save you one click with this one-minute(ish) video. I saved you three. You're welcome.

Why is this such a big deal?

Well, I'm more of an expert in words and commas. So, I'll leave it to IMPACT HubSpot trainer Joe Bachir to answer this question:

"Delaying until an event happens takes all of the guess work out of adding timed delays into your workflows and allows you to create actions that happen ONLY after a step is taken within a HubSpot workflow.

There are a lot of times where you add delays specifically to follow up with an if/then branch in hopes that the contact or someone on your team has time to do an action that will qualify them for a path in the branch.

If that person never performs the action needed and the delay is up, that contact will go to the 'no' side of the branch and an action you choose will happen. Sometimes you want this to happen in order to send a reminder or follow up email.

However, with the new delay until event happens, we can create workflows that only trigger the next step until the event we want to happen, happens. And since we can choose 'property value changed' this gives the user tons of customization in terms of what type of event needs to happen in order for the delay to end."

Pretty amazing, right? But before you go run off to update your current HubSpot workflows and create new ones, I've got one more eensy-weensy, world-rocking HubSpot update to share with you.

Comments in HubSpot workflows now in beta

Have you ever wanted to make notes in a HubSpot workflow for your colleagues to provide more context, an explanation, or other piece of critical information? Well, HubSpot has now put an internal commenting feature in beta:

Screen Shot 2020-08-23 at 4.09.59 PM

What? Seven's a great number! It's no 23, but it's close.

Here's another example of it in use from HubSpot:

Screen Shot 2020-08-19 at 3.14.58 PM

This HubSpot workflow feature actually has its origins as a request from the HubSpot community all the way back in 2017:

Screen Shot 2020-08-23 at 4.13.30 PM

Support for this idea continued to roll in over the next couple of years:

Screen Shot 2020-08-23 at 4.17.56 PM

Screen Shot 2020-08-23 at 4.14.29 PM

Others also noted that this type of commenting feature is invaluable when you have growing marketing teams managing increasingly complex workflows that require more insight and understanding at first glance.

How to access this beta for workflow comments

The beta for commenting and making notes at workflow stages is not something that is available automatically. Instead, if you are interested in gaining access to the commenting in workflows beta, you need to fill out this form, per HubSpot. All you need to give them is your email address and your HubSpot portal ID. 

How to stay current with HubSpot updates

According to our crack team of HubSpot trainers, HubSpot has a habit of being a bit sneaky with their product updates:

hubspot-workflows-update

HubSpot's sneaky-sneak behavior notwithstanding, the Big Orange Crew does publish regular updates for their larger product announcements. Still, sometimes the best way to get the inside scoop on these new rollouts is to simply keep your eyes peeled for the little "new" badges that appear:

Screen Shot 2020-08-23 at 4.43.23 PM

If you have your own wishlist of updates you'd love to see from HubSpot, you can suggest product changes across all of their marketing, sales, and service products within the HubSpot Ideas Communityand you can upvote ideas from others. 

HubSpot Training & Implementation

Here Are Some Related Articles You May Find Interesting

Want to Contribute Content to impactplus.com? Click Here.

Hundreds of courses and recorded keynotes, completely FREE
Check it out
Access hundreds of digital sales and marketing courses and recorded keynotes, completely FREE