It's not currently possible to do this with the Workflows tool
Set a custom property on the contact record that changes the lead to an MQL
Create a list of leads who have requested a demo and set that as the goal list
Add a conditional step to the workflow that checks to see if the contact has completed the demo request form
Landing Pages > Email
List Creation > Email > Workflows
Contacts Settings > Workflows
Yes - it’s easy to set up branches based on different actions people are taking on your website.
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.
Currently no, but we will soon have branching logic as part of our workflows tool.
Edit the smart list you are using to get people into the campaign by adding a condition - "lifecycle stage - is not - customer".
Create a smart list of all customers, and set that as a goal list under workflow settings.
Create a new empty workflow for customers, and use that to kick people out of the original workflow
This is all handled by default by HubSpot - they don't need to worry about it.
Send an email to the contact
Send an internal email
Change a property value
Trigger a webhook
Trigger a smart CTA
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.
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.
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.
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.
A webhook is a way of notifying Google of new content on your website.
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.
Copy contact property value allows you to move data between fields in Workflows. It can be useful when cleaning up errors in your database.
Copy contact property value allows you to CC another contact on an email being sent by Workflows.
Copy contact property value makes it possible for you to create a new contact property when one is needed as part of a workflow.
The delay is the number of days from the beginning of the workflow.
The delay is the number of days from the previous step.
No starting condition is useful when you want to keep a workflow turned off until you are ready to use it.
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.
No starting condition is just the default option - you need to select a different option to save a workflow.