In this video, we'll cover the automation workflows from this and database's category that's opened
the bottle again.
This time we will go to the automation tab and then workflows click on the create workflow button.
We will create a workflow in which the sales director is notified if a state of schedule changes to
close one.
This is deal based workflow because it's triggered by the status, so let's click on this option.
We name it a close one notification.
And the next.
Now we need to specify what stance the workflow we take on set enrollment triggers.
With Nicole Nevill.
Now we look for it in state.
If this is any off and from the least, we look for close to one.
We apply a filter.
Then we click save.
We click on the plus button to tell HubSpot what should happen if the condition is true.
We just send the internal e-mail notification.
We choose the user who should receive session to vacation.
Then we enter the subject of an e-mail, for example, and you close to a deal.
And in the body, we put the Tolkin and selected the name.
This way, the sales director will know which deal exactly is close to home safe, and then there is
your button in the top, right?
Now you can decide whether you want to send notification for deals that already have closed, already
won the state and we don't want that, we want notification only for the new news.
We will not change other settings on.
Your workflow is not working.
Now we test it, go to the contacts, stop.
Click on the contact us that you want to create a deal for.
Click on the audio from the right panel.
No deal in our case, we named X, Y, Z, Shulamit.
To CNN's pipeline.
Change to the stage to close to one.
Enter, amount and create.
Delivered, successfully, created.
Now we visit the mailbox.
You can see an email with the topic and name of the deal was successfully delivered, that set up another
simple database, automation workflow in this workflow.
Whenever a new contact is from the retail industry, we want to assign it automatically to our retail
manager.
First, we have to create the new property industry as it is not that people's property in HubSpot.
Go to these settings from the top, then just properties.
And if you can't create property, it is the contact property because the data is about particular contact.
The group is contact information.
And the name is industry.
We don't fit that description, so we click on Next.
Now we must specify what kind of field it is.
We will talk multiple checkboxes as it will be simple to update.
Now we want to add all industries that can be chosen, we will at retail.
We will take on the adoption.
And media.
These two are OK for our demonstration, we can create new property has been created and it will be
attached to all of the contacts in our database.
Also, we want this property to be visible by default when creating a new contact.
Click on the contacts and companies.
Said the property is visible when creating a new contact by clicking on the man at the bottom.
Find the industry property and check it.
Click save.
Now go to the automation and workflows.
Click create Wetsel.
This time it will be contact the base name.
You're right, so a sign which leads.
And next.
We said an environmental trigger and it will be based on the industry data, which is contact property.
We search for our property by typing industry in the search field.
We started this automation if industry is any part of retail.
We apply a filter and click save.
What should happen when we click on the plus icon, go to the property management at the bottom?
Click on says property value.
Search for contact on our property from the east.
To see a retail manager from the least.
Click save.
Click on the review button in the top right.
It is a new property, so we only want to apply this to contacts who meet the retail industry condition
from this point forward.
Clevedon on.
Our automation is life, let's test it.
You go to the contest, stop.
We can create contact, madam.
The enter name email.
And we choose a property to be retail.
We choose that there is no owner at the moment and we click on Create Contact.
You can see that even though we didn't specify the owner of the contact because we chose this contact
from the retail industry, it is automatically assigned to our retail manager because of the automation
workflow we set.
Of course, you can add this industry information to the existing contacts as well, and they will be
automatically assigned to the retail manager.
In this video, you've seen how to set up some basic workflows from different databases categories.
As you probably know, they can be much more complicated and include multiple steps.
Setting all the automation up may be a very demanding process, but in the long run, it will save you
a lot of time and will help you generate additional money.