Course Lesson: How to Create Your First Marketing Workflow in HubSpot Free
Lesson Objective:
By the end of this lesson, you will understand what a marketing workflow is and how to create a simple automated workflow using HubSpot Free CRM.
Module 1: Understanding Marketing Workflows
A marketing workflow is an automated system that performs actions for you when a customer does something.
Instead of sending emails manually or saving contacts by hand, workflows allow HubSpot to do these tasks automatically.
This helps you save time, respond faster, and look more professional.
Module 2: What HubSpot Free Can Do
HubSpot Free does not support advanced workflows, but it still allows basic automation such as:
• Automatically saving contacts
• Sending follow-up emails after form submission
• Notifying you when someone shows interest
This is perfect for beginners and small businesses.
Module 3: Preparing for Your First Workflow
Before creating a workflow, you need three things:
1. A HubSpot Free account
2. At least one contact form
3. An automated email
These will work together to form your workflow.
Module 4: Creating the Workflow (Step-by-Step)
Step 1: Create a Form
Build a form with basic fields like name and email. Place this form on your website or landing page.
Step 2: Create an Automated Email
Write a welcome or thank-you email. Keep it friendly and short.
Step 3: Connect the Automation
Inside the form settings, choose the option to automatically send the email after submission.
This connection is your first workflow.
Module 5: Internal Notifications
You can also enable email notifications to alert you whenever someone submits your form.
This allows you to follow up quickly with hot leads.
Module 6: Example Workflow
1. Visitor fills a contact form
2. HubSpot saves the contact
3. Welcome email is sent automatically
4. Business owner gets notified
Module 7: Best Practices
• Keep automation simple
• Avoid sending too many emails
• Always test your form and email
• Focus on helping, not selling
Lesson Summary
In this lesson, you learned how to create a basic marketing workflow using HubSpot Free.
Even with limited features, HubSpot Free can automate important tasks and help your business grow smarter.
Once you master this, upgrading to advanced automation becomes easier.