Training HubSpot Workflows and Automations - Streamline Your Sales

$4,620

  • 4 days
  • Onsite
  • 8 people max.
Ref: HUY393
8 people max.
$4,620
In-company rate: from $7,865 for the whole team
On-site and certification exam on quote
4 days
Onsite

Don't let this gap widen

Why this program matters

  • Without this upskilling, your team accumulates a technological gap that translates directly into productivity loss.

  • Organizations that don't train their talents on key topics see their competitiveness drop.

  • Every quarter without training is a gap widening with competitors who invest.

  • The cost of inaction quickly exceeds that of well-targeted training.

Allan BUSI, Learni trainer · AI expert
Allan BUSI

Learni trainer · AI expert

73%productivity gap
×3cost of inaction
Flag of the United StatesBuilt for US teams
Payment by wire transferEnhanced confidentialityPerfect for companies with 50 to 500 employeesScheduling to fit any time zone

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Companies: Aptar, ArcelorMittal, Equans, EDF, Ubisoft and Microsoft.

HubSpot Workflows and Automations training objectives

  • Configure conditional workflows on HubSpot objects
  • Automate pipeline transitions and notifications
  • Set up dynamic sequences linked to custom properties
  • Integrate Service Hub workflows for customer follow-up
  • Ensure database reliability through enrichment rules
  • Drive forecasting with automated reports

HubSpot Workflows and Automations curriculum: 4 modules over 4 days

Module 1 : Qualification Workflows: Creating Triggers and Actions on Contacts and Deals (configuring triggers, testing on real datasets, deliverables: operational qualification workflows)

Participants explore the workflow creation screens in HubSpot, define triggers on contact and deal objects, add conditions based on properties, run tests on an imported dataset, and deliver three ready-to-use qualification workflows.

Module 2 : Pipeline Automations: Conditional Tasks, Sequences and Notifications (manipulating if/then branches, customizing sequences, deliverables: active follow-up automations)

The day focuses on automating Sales Hub pipelines, creating automatic tasks, configuring conditional sequences and sending internal notifications, with practical exercises on follow-up scenarios and deliverables of automated pipelines.

Module 3 : Service Hub Workflows and Custom Objects: Automated Tickets and Surveys (ticket integration, custom property triggers, deliverables: post-sales follow-up processes)

Learners configure workflows on tickets, link custom objects to deals, automate satisfaction surveys and knowledge base updates, perform comprehensive tests and produce operational customer follow-up processes.

Module 4 : Reporting and Data Reliability: Automated Dashboards and Data Cleansing (creating dynamic reports, deduplication rules, deliverables: dashboards and governance rules)

The final day covers creating reports and dashboards powered by workflows, implementing cleansing and enrichment rules, analyzing performance on real data and delivering reliable dashboards with maintenance processes.

How HubSpot Workflows and Automations skills are assessed

  • Quiz on triggers and conditional branches
  • Practical exercises evaluated directly in the HubSpot environment
  • Final simulation of building a complete sales cycle workflow

How the HubSpot Workflows and Automations course is taught

  • Targeted input on HubSpot workflow features
  • Hands-on practice in a demonstration environment with real data
  • Case studies provided by the company
  • Trainer feedback on similar automations

HubSpot Workflows and Automations training: access and practical arrangements

The Training HubSpot Workflows and Automations - Streamline Your Sales program is delivered onsite or remote (blended-learning, virtual classroom, remote presence). At Learni, an industry-certified training organization, every program is built to maximize skills acquisition regardless of the chosen format.

The trainer alternates between demonstrative, interrogative and active methods (through hands-on labs and/or scenarios). This pedagogical approach guarantees concrete learning that's immediately applicable at work.

Equipment required

For the smooth delivery of the Training HubSpot Workflows and Automations - Streamline Your Sales program, the following equipment is required:

  • Mac or PC computers, high-speed fiber internet, whiteboard or flipchart, projector or interactive touch screen (for remote sessions)
  • Training environments installed on workstations or accessible online
  • Course materials, hands-on exercises and complementary resources
  • Post-training access to materials and educational resources

For intra-company training on a site outside Learni, the client commits to providing all required teaching materials (computers, internet, etc.) for the smooth delivery of the program in line with the prerequisites in the communicated program.

* contact us for remote delivery feasibility** ratio varies depending on the program

Skills assessment methods

Assessment of skills acquired during the Training HubSpot Workflows and Automations - Streamline Your Sales program is performed through:

  • During training: case studies, hands-on labs and professional scenarios
  • End of training: self-assessment questionnaire and skills evaluation by the trainer
  • After training: completion certificate detailing acquired skills

Program accessibility

Learni is committed to making its programs accessible. All our programs are accessible to people with disabilities. Our teams are available to adapt the pedagogical methods to your specific needs. Please contact us for any adjustment request.

Enrollment terms and lead times

Registration is possible up to 48 business hours before the start of training. All our programs are built for corporate L&D budgets and delivered onsite or remotely.

The Learni story

Founded by engineers and learning experts, Learni's mission is to make high-impact tech training accessible to teams everywhere. We work remotely with organizations across the US and Canada, in your time zone, to help teams upskill fast.

Our method

How Learni guarantees the quality of your HubSpot Workflows and Automations training

Before, during, after: we frame the brief, introduce the trainer, tailor the content and measure impact. You stay in control from kickoff to wrap-up.

Step 1

Rigorous trainer selection

Each trainer is validated on three criteria: hands-on field expertise, proven pedagogy and alignment with your industry.

  • Triple validation: technical, pedagogical, sectoral.
  • Minimum rating 4.8/5 over the last 12 sessions.
Step 2

You meet the trainer beforehand

30-minute video call between you and the selected trainer to validate the fit, adjust content and clear any final doubts.

  • Live briefing on goals and team context.
  • Veto right — we swap the trainer for free if needed.
Step 3

Content tailored to your context

No recycled slides. The syllabus is reworked from your real cases: tools, constraints, vocabulary, ongoing projects.

  • Hands-on cases drawn from your stack and projects.
  • Program co-written then validated by your team.
Step 4

Continuous quality follow-up

Live evaluations, 30/90/180-day check-ins and a consolidation plan. If the impact misses the mark, we rework it.

  • NPS, knowledge quizzes and skills self-assessment.
  • Satisfaction guarantee: fully satisfied or free rework.

A simple promise: you don't pay to discover the trainer on day one. Everything is validated upfront, by you.

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Our social commitment

A school kit donated to a child for every training booked

To fight inequalities in access to education, Learni donates a complete school kit to a child in need for every training booked. You build your skills, a child heads back to school.

  • Backpack, notebooks and essential supplies
  • Distributed through our partner charities
  • Included, at no extra cost to you
Enroll and offer a kit
FAQ

HubSpot Workflows and Automations: frequently asked questions

Which tools are used in HubSpot Workflows and Automations training?+
Hands-on work runs on configuring triggers, testing on real datasets, manipulating if, then branches, customizing sequences and ticket integration. Those tools come from the HubSpot Workflows and Automations program itself, delivered on site over 4 days, so participants practise on the stack they will use at work.
What can participants do after HubSpot Workflows and Automations training?+
They can configure conditional workflows on HubSpot objects, automate pipeline transitions and notifications and set up dynamic sequences linked to custom properties. Those are the stated objectives of the HubSpot Workflows and Automations program at Advanced level, checked by the end-of-session assessment.
What does the HubSpot Workflows and Automations program cover, day by day?+
Day 1: Qualification Workflows: Creating Triggers and Actions on Contacts and Deals (configuring triggers, testing on real datasets, deliverables: operational qualification workflows). Day 2: Pipeline Automations: Conditional Tasks, Sequences and Notifications (manipulating if/then branches, customizing sequences, deliverables: active follow-up automations). Day 3: Service Hub Workflows and Custom Objects: Automated Tickets and Surveys (ticket integration, custom property triggers, deliverables: post-sales follow-up processes). Day 4: Reporting and Data Reliability: Automated Dashboards and Data Cleansing (creating dynamic reports, deduplication rules, deliverables: dashboards and governance rules). The HubSpot Workflows and Automations program runs over 4 days, delivered on site.
How is HubSpot Workflows and Automations training assessed?+
Assessment relies on quiz on triggers and conditional branches, practical exercises evaluated directly in the HubSpot environment and final simulation of building a complete sales cycle workflow. Learni issues a completion certificate together with the individual assessment report at the end of the HubSpot Workflows and Automations program, which an L&D team can file as evidence.
How much does HubSpot Workflows and Automations training cost per participant?+
HubSpot Workflows and Automations training costs $4,620 per participant. For an in-company team, the flat rate starts at $7,865 for the whole group, up to 8 people. The detailed quote, sent within one business day, adjusts the amount to the format and how far the syllabus is tailored to your team.
How long does HubSpot Workflows and Automations training take?+
4 days, available live online (US time zones) or on-site at your offices. Half-day tracks spread over several weeks are possible so the team stays operational.
Who pays for HubSpot Workflows and Automations training?+
Most US teams pay directly through their company L&D or training budget. Learni invoices in US dollars and accepts bank transfer (ACH/wire) or card, with volume pricing for teams. A purchase order is welcome.
What do participants need to know before HubSpot Workflows and Automations training?+
Confirmed mastery of Sales Hub pipelines, creation of sequences and tasks in HubSpot, daily use of standard objects and properties.
Is a certificate issued after HubSpot Workflows and Automations training?+
Yes. A Learni completion certificate is issued, along with the individual evaluation report. Learni is a certified training provider and prepares for third-party certifications, but does not award them itself.
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