HubSpot Sequences, Workflows & Reporting for Sales

Descripción

HubSpot Sequences, Workflows & Reporting for Sales is a practical, hands-on course designed to help sales professionals automate their outreach, manage their pipeline, and measure performance with confidence inside HubSpot. This course is ideal if you are a sales professional, sales manager, freelancer, or consultant who already has basic HubSpot knowledge and is ready to go deeper into sales automation and reporting. You'll learn how to build workflows from scratch, set up sequences for prospect outreach, create deal-based automation, use branching logic for personalized sales journeys, apply AI inside your workflows, and build reports that actually tell you what's happening in your pipeline — all inside HubSpot. All lessons are based on the latest HubSpot interface and features (2026) and include practical assignments that you can follow along with in your own HubSpot account. Some sections cover paid HubSpot features, but everything is explained clearly so you understand: • what's available in free and starter HubSpot accounts • what requires a paid Sales Hub subscription • and when it actually makes sense to upgrade By the end of this course, you will be able to: Build and manage HubSpot Workflows for sales • Understand the two core building blocks of every workflow: triggers and actions • Navigate the workflows section and configure enrollment settings correctly • Name, organize, and manage workflows so your team always knows what they do • Review and test workflows before going live Set up workflow triggers with precision • Use "Met filter criteria," schedule-based, and event-based triggers • Trigger workflows from form submissions, email interactions, meetings, calls, and documents • Use data value triggers to enroll contacts based on property changes, record creation, or list membership • Combine AND/OR logic to build smarter, more flexible trigger conditions • Connect third-party apps and use webhooks for advanced integrations Automate your sales processes with workflow actions • Send automated emails, WhatsApp messages, and internal notifications • Assign tasks, create records, and update CRM data automatically • Assign contacts to the right rep automatically as they move through the pipeline • Build associations between records and manage data across related records • Enroll prospects into sequences directly from a workflow Build deal-based workflows to manage your pipeline • Automate the onboarding process when a deal is won • Handle old inactive deals so nothing gets lost in the pipeline • Keep contacts associated with a deal engaged while the deal is in progress • Flag and handle deals with missing information before they cause problems Build advanced workflows with branching and A/B testing • Split workflows into multiple paths based on single or multiple conditions • Run A/B experiments directly inside a workflow • Analyze workflow performance using built-in workflow analytics • Apply workflows to companies, deals, and other CRM objects — not just contacts Use HubSpot Sequences for prospect outreach • Understand what sequences are and how they differ from workflows • Build a full sales sequence from scratch • Manage sequence tasks strategically to avoid overwhelming your team • Enroll prospects manually and automatically based on their behavior • Automatically unenroll prospects when they respond or convert • Run A/B tests inside sequences to improve outreach results Use AI inside your HubSpot Workflows • Use Breeze AI to build and improve workflows faster • Research prospects automatically using the Breeze company research agent • Identify cross-sell and upsell opportunities automatically with an AI agent • Automate record summaries and company news research using AI actions Create and customize HubSpot sales reports • Navigate the reporting section and create your first dashboard from a template • Understand how sales teams use HubSpot reports to track pipeline performance • Build and customize reports from templates • Build single object reports and understand what they unlock for sales teams Build advanced reports and analyze performance • Use the custom report builder for more complex sales data needs • Build sales reports with AI assistance • Understand attribution reports to see what's actually influencing closed deals • Visualize pipeline stages and conversion rates with funnel reports • Track the full buyer journey with a customer journey report About the instructor I'm a certified HubSpot consultant and trainer, working with companies worldwide since 2018. I help sales teams and businesses set up HubSpot correctly, build automation that actually works, and use reporting to make smarter decisions — not just tick boxes. Here's what one of my students said: "I just completed the course — and my only reaction is: WOW! Super valuable for entrepreneurs, consultants, and small businesses. Thalita managed to transfer her rich knowledge in a meticulous and easy-to-follow way. I honestly never knew the actual possibilities of the HubSpot platform and now I finally do!" — Tamara Biljman, Content Strategist You can find more testimonials on my website. I take pride in supporting my students throughout the learning journey, and you're always welcome to ask questions during the course. — Thalita Disclaimer HubSpot Sequences, Workflows & Reporting for Sales is an independently developed course by Thalita Milan and has not been created, endorsed, or verified by HubSpot, Inc. HubSpot, Inc. has no liability related to this course.

Lo que aprenderás

• Build and manage HubSpot Workflows to automate sales tasks and processes
• Set up workflow triggers to enroll the right contacts, deals, and companies at the right time
• Use HubSpot Sequences to automate prospect outreach and manage enrollment strategically
• Build deal-based workflows to automate pipeline management and onboarding
• Use branching logic and A/B testing to create personalized, multi-path automation
• Use AI actions and Breeze agents inside workflows to speed up sales tasks
• Create and customize HubSpot sales reports to measure pipeline performance
• Analyze performance using attribution reports, funnel reports, and customer journey reports

Requisitos

• You need to know your way around the HubSpot CRM — adding contacts, managing deals, and working with the pipeline.
• You need access to Sales Automation and Reporting in your HubSpot account. If you don't have this, check the first lecture for guidance.
• Basic familiarity with sales concepts (such as prospects, pipelines, and follow-up sequences) is helpful.