How do I set up a workflow to nurture leads based on specific behaviors in Hubspot?

Step 1: Log in to Your HubSpot Account

• Navigate to the HubSpot homepage.
• Input your login credentials and sign in.

Step 2: Access the Workflows Tool

• From the main navigation bar, hover over "Automation."
• From the dropdown menu, select "Workflows."

Step 3: Create a New Workflow

• Click the "Create workflow" button.

Step 4: Select the Workflow Type

• Choose "Contact-based" to nurture individual leads.
• Click "Next."

Step 5: Define Your Starting Condition

• Click "Set up trigger."
• Choose the specific behavior you want to use as a starting condition (e.g., "Form Submission" or "Page Viewed").
• Select the specific form or page related to the behavior you've chosen.
• Click "Apply filter" or "Done."

Step 6: Add Actions to Nurture Leads

• Click the "+" icon to add an action after the trigger.
• Actions could include:
• Send an Email: Choose a follow-up email to send.
• Delay: Add a wait time before the next action.
• Rotate Contact: Assign the lead to a sales rep.
• Add any other relevant actions based on your lead nurturing strategy.

Step 7: Add Conditional Branches (Optional)

• If you want to further segment leads based on their actions:
• Click the "+" icon.
• Choose "Branch" and then set conditions (e.g., "Has clicked email" or "Has not visited webpage").
• For each branch, you can add different nurturing actions.

Step 8: Review and Test the Workflow

• Before activating, review the sequence of triggers and actions to ensure they make logical sense.
• Use the "Test" function, if available, to ensure the workflow operates as expected.

Step 9: Set Workflow Settings

• On the top right, click on "Settings."
• Unenrollment & Suppression: Decide if there are any conditions under which contacts should be removed from this workflow.
• Notifications: Choose if and when you want to be notified about workflow activities.

Step 10: Activate the Workflow

• Once you're satisfied with the setup and have tested the workflow:
• Click on the "Review" or "Summary" tab to ensure everything is correct.
• Click the "Turn on" or "Activate" button to start the workflow.

Step 11: Monitor and Adjust as Needed

• Regularly check the performance metrics of the workflow.
• Adjust triggers, actions, or delays based on the results to continuously improve lead nurturing.

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