Building lead-nurturing workflows

Workflows are the holy grail of the HubSpot portal. A workflow is the most commonly used tool in Marketing Hub as it allows marketers to build drip campaigns and maintain the internal organization of the CRM. In this section, we will specifically look at how to build a nurturing workflow for a webinar.

However, before getting into the workflow itself, we must first map out what is required from a webinar workflow. Which actions would you like this workflow to perform? Here are some scenarios to consider:

• The workflow should send a confirmation email with details of how to join the webinar to contacts who submitted the form.
• The workflow should send a reminder to contacts who registered for the webinar, maybe a day before and an hour before.
• The workflow should send a summary of the webinar to contacts who attended the webinar. Those who missed the webinar should get its recording.

These three are basic actions you would...