Workflow In Hubspot Quiz Questions! Trivia

11 Questions | Total Attempts: 32

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Workflow In Hubspot Quiz Questions! Trivia

This quiz covers everything you need to know about Workflows in HubSpot. It is regularly updated to include new features and keep the questions fresh. At the end of this quiz, you will see a summary of responses along with feedback on questions you got wrong.


Questions and Answers
  • 1. 
    Which versions of the HubSpot product include access to Workflows?
    • A. 

      Basic

    • B. 

      Professional

    • C. 

      Enterprise

  • 2. 
    A customer has a workflow set up that is triggered when a lead downloads a whitepaper. The workflow consists of 5 emails that go out over 30 days. The third email has a call to action to request a demo. The customer wants to stop the original workflow if a lead requests a demo and put them into a new, more specific workflow. How can they set this up?
    • A. 

      It's not currently possible to do this with the Workflows tool

    • B. 

      Set a custom property on the contact record that changes the lead to an MQL

    • C. 

      Create a list of leads who have requested a demo and set that as the goal list

    • D. 

      Add a conditional step to the workflow that checks to see if the contact has completed the demo request form

  • 3. 
    A prospect asks how they would create an ongoing nurturing campaign for leads that enter “California” into the state field on a form. From the choices below, what is the best flow of apps to demonstrate this process?
    • A. 

      Landing Pages > Email

    • B. 

      List Creation > Email > Workflows

    • C. 

      Contacts Settings > Workflows

  • 4. 
    A prospect asks if HubSpot has “branching logic” in its marketing automation tool. Which of the below is the best answer?
    • A. 

      Yes - it’s easy to set up branches based on different actions people are taking on your website.

    • B. 

      It’s possible to do the same things with HubSpot’s Workflows tools as you would with branching logic, but the setup process looks different.

    • C. 

      Currently no, but we will soon have branching logic as part of our workflows tool.

  • 5. 
    A marketer you are working with has a business with a long sales cycle. They want to see how they could set up a workflow that sends 15 emails over the course of several months to their leads. You demonstrate this by setting up a workflow with the marketer, but he/she then asks - "What if someone actually becomes a customer and they are only half-way through the campaign? How do we stop this thing?" What is the best answer on how to accomplish this?
    • A. 

      Edit the smart list you are using to get people into the campaign by adding a condition - "lifecycle stage - is not - customer".

    • B. 

      Create a smart list of all customers, and set that as a goal list under workflow settings.

    • C. 

      Create a new empty workflow for customers, and use that to kick people out of the original workflow

    • D. 

      This is all handled by default by HubSpot - they don't need to worry about it.

  • 6. 
    Which of the following are actions that are possible from within workflows? Check all that apply.
    • A. 

      Send an email to the contact

    • B. 

      Send an internal email

    • C. 

      Change a property value

    • D. 

      Trigger a webhook

    • E. 

      Trigger a smart CTA

  • 7. 
    You are talking to a marketer who has a database of 5,000 names they collected over the course of 5 years, and is considering HubSpot and Marketo to do marketing automation. Which of the following positioning points would be best to lead with?
    • A. 

      Talk about HubSpot's approach of building persona and lifecycle stage combinations, and how that is a more effective, organized approach to marketing to their database of 5,000 names rather than triggering emails based on arbitrary actions.

    • B. 

      The "database expiration" pitch - their list of 5,000 names will dwindle fast if they aren't doing inbound marketing to generate any new leads. HubSpot has a strong offering of top-of-funnel traffic generation tools that Marketo does not.

  • 8. 
    Which of the following is the best explanation of what a webhook does?
    • A. 

      A webhook is a notification to your sales team that something has changed inside of Hubspot. For example, you could use a webhook to tell a sales rep that their lead has finished nurturing.

    • B. 

      A webhook is a way of triggering a change in another part of the HubSpot app. For example, modifying which landing page a prospect sees based on a workflow.

    • C. 

      A webhook is a way of notifying Google of new content on your website.

    • D. 

      A webhook is a way to notify another system of a change inside of HubSpot. For example, a saas company might want to trigger a notification in their app based on a workflow.

  • 9. 
    One of the actions available in Workflows is to copy a contact property value. Which of the following is the best explanation of what this does?
    • A. 

      Copy contact property value allows you to move data between fields in Workflows. It can be useful when cleaning up errors in your database.

    • B. 

      Copy contact property value allows you to CC another contact on an email being sent by Workflows.

    • C. 

      Copy contact property value makes it possible for you to create a new contact property when one is needed as part of a workflow.

  • 10. 
    In Workflows, you can easily set a delay before an action is taken. How does this work?
    • A. 

      The delay is the number of days from the beginning of the workflow.

    • B. 

      The delay is the number of days from the previous step.

  • 11. 
    In the dropdown list of possible starting conditions in Workflows, you'll see "no starting condition" as one of the options. What is this useful for?
    • A. 

      No starting condition is useful when you want to keep a workflow turned off until you are ready to use it.

    • B. 

      No starting condition is useful when contacts will join a workflow via a static list, or when you are manually opting contacts in from their individual contact records.

    • C. 

      No starting condition is just the default option - you need to select a different option to save a workflow.