Workflow In Hubspot Quiz Questions! Trivia
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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.
- 1.
Which versions of the HubSpot product include access to Workflows?
- A.
Basic
- B.
Professional
- C.
Enterprise
Correct Answer(s)
B. Professional
C. EnterpriseExplanation
Only HubSpot Professional & Enterprise customers get access to Workflows. Check out the HubSpot Pricing Page for more information on what each package level contains.Rate this question:
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- 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
Correct Answer
C. Create a list of leads who have requested a demo and set that as the goal listExplanation
Workflows gives you the option to create a "goal" for each workflow that controls when the workflow stops. You can learn more in this help article on how to set up workflows.Rate this question:
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- 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
Correct Answer
B. List Creation > Email > WorkflowsExplanation
The correct answer is Contact Lists > Email > Workflows. The process for setting something like this up would be as follows -
You would want to start in Contact Lists by creating a new smart list that filters to includes contacts who entered "California" into the state field.
Once your list is created, create the email message or messages that you would want to send.
When your list and emails are finalized, tie the two together using the Workflows tool. The starting condition would be the smart list you created, and the emails would be the follow up steps.
Here are a few resources you might find helpful - How to Sell Workflows and Workflows DocumentationRate this question:
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- 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.
Correct Answer
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.Explanation
While HubSpot doesn't have a visual branching editor (which is what people are usually referring to when they ask this question), it is possible to accomplish most of the same things with our Workflows tool. When a prospect talks about "branching", what they are usually trying to conceptualize is how they would move a lead from one campaign to another.Rate this question:
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- 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.
Correct Answer
B. Create a smart list of all customers, and set that as a goal list under workflow settings.Explanation
While there are several ways to remove someone from a workflow, the best option in this example is to set up a smart list of all customers, and use that as a goal list for the workflow. You can learn more about suppression lists and how to use them here.Rate this question:
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- 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
Correct Answer(s)
A. Send an email to the contact
B. Send an internal email
C. Change a property value
D. Trigger a webhookExplanation
Workflows has the ability to send an email (the most common use case), send an internal email (perhaps a notification to a sales rep), trigger a webhook, or change a contact property value, amongst other things. Workflows does not directly interact with Smart CTAs.Rate this question:
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- 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.
Correct Answer
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.Explanation
While both of these are valid positioning points, the "database expiration" pitch is a stronger pitch that it makes more sense to lead with for this (and most) prospects. You can learn more about it here.
The persona-lifecycle stage pitch (outlined here) is more effective in situations where a prospect is trying to wrap their head around the differences in our lead nurturing interface and methodology versus our competitors.Rate this question:
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- 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.
Correct Answer
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.Explanation
A webhook is an advanced feature of Workflows that is useful to technical customers. In short, it's a way for HubSpot to notify another system when a contact has run through a workflow. You can find some example use cases for webhooks here.Rate this question:
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- 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.
Correct Answer
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.Explanation
Copy contact property value takes data from one field in the Contacts database, and places that data in another field of your choosing. A few examples of how you might use this -
If you accidentally created a new "phone" field in HubSpot and imported data to that field, not realizing that HubSpot already has a default "Phone Number" field, you could create a list of contacts affected by your mistake, and run them through a workflow that would move the data to the correct field to clean up your database.
Since this isn't an easily demo-able feature, if a prospect asks about it, it's best described as "an administrative tool that can be helpful in cleaning and managing your database."Rate this question:
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- 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.
Correct Answer
B. The delay is the number of days from the previous step.Explanation
When you set a delay in Workflows, it counts the number of days since the prior step, or in the case of the first step, since a contact met the starting condition.Rate this question:
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- 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.
Correct Answer
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.Explanation
No starting condition is useful when contacts will join a workflow via a static list, or when you are manually adding contacts to a campaign from the workflow enrollment module on their contact record. Learn more about adding a static list to a workflow, or enrolling an individual contact in a workflow.Rate this question:
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Our quizzes are rigorously reviewed, monitored and continuously updated by our expert board to maintain accuracy, relevance, and timeliness.
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Current Version
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Mar 15, 2023Quiz Edited by
ProProfs Editorial Team -
Feb 05, 2013Quiz Created by
HubSpotPM
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