Jon McLaren’s Post

Don’t miss out on this new HubSpot update. ⬇️ Take a look at HubSpot's new task-based workflows, which now lets you automatically create and assign tasks based on specific criteria, like a lead’s status or stage in the sales process. Workflows in HubSpot just got a whole lot better! Share your biggest challenge with workflows in the comment section. 🤯 #hubspot #workflows #automation

#HubSpot workflows can create Notes.

Now THIS is a release that made me turn my head. This HubSpot update probably feels like a “nice to have” for some but this is a RevOps dream come true. I can’t tell you how many lead routing workflows I’ve had to evaluate enrollment manually in Workflows or via Lists and export for external slicing and dicing. This will be great to see a high level view of contact/lead distribution in your CRM environment. 🤘

[All Enterprise] Check out these aggregated totals for workflow branches 👀 #HubSpotTipsAndTricks Click here to opt into the beta: https://hubs.li/Q02HS2hZ0 #HubSpot #Automation #CRM

Revolutionize your business with Necsen Vantage CRM’s all-in-one platform—efficiency, savings, and expert setup included. #Necsen #VantageCRM #AllInOnePlatform #BusinessEfficiency #CRM #ExpertSetup #CostSavings #Automation #Productivity #BusinessSolutions #CRMTools #OperationalExcellence #EfficiencyBoost

I cannot signal-boost this delightful gift for #HubSpot admins enough. Maybe it’s only 5 minutes, once a year, for you for a single EOY campaign…but now you can have it back 😉 #marketingautomation #setandforgetsomeofthethings

Enhance your Salesforce capabilities! Here is a guide to creating new Screen Flows from Lightning Web Components in Salesforce, facilitating better workflow automation. https://lnkd.in/dYB-ijMr #Salesforce #SalesforceCRM #Automation #CRM #Greytrix

Automating associations between objects is something that could have been burning a lot of time through manual updates. This is the stuff dreams are made of #HubSpot #Automation #Workflows #HubSpotPartner

Exciting news! You can now set and update associations using workflows in HubSpot. Click here to opt into the beta: [Link to beta]. Keep up with the latest HubSpot tips and tricks for automation and CRM. #HubSpot #Automation #CRM

No this video is not broken, it's just a necessary dramatic pause from our guy at HubSpot Kyle Jepson. He's had some bombs this week, the lead scoring, the workflows. TONS OF UPDATES. This one is huge, so much additional flexibility to base your workflows off of when using date/schedule functions. #HUGEupdate #HubSpot #KyleJepson #HubSpotPartner #Automation