Workflow In Hubspot Quiz Questions! Trivia

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.

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.

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.

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.

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.

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.

Only HubSpot Professional & Enterprise customers get access to Workflows. Check out the HubSpot Pricing Page for more information on what each package level contains.

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.

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."

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.

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.