How to set up a workflow in HubSpot?

To set up a trigger in HubSpot, navigate to Automation, then Workflows and either create a new workflow or select an existing one. In the enrollment trigger section, click Set up triggers and select the type of trigger you want to use.

HubSpot has a feature called 'Pipeline View' in the Deals section that is the equivalent to Pipedrive's Sales Pipeline View. It shows a visual layout of your sales process, so you can see where your deals are at different stages. You can easily move deals between stages by dragging and dropping them.

To change roles in HubSpot CRM, go to Settings Users & Teams, select the user, and update their permissions. You can create and assign permission sets to manage user roles efficiently.

HubSpot integrates with over 1,500 apps, including Salesforce, Google Workspace, Microsoft 365, Slack, Shopify, and more. These integrations help streamline workflows and enhance HubSpot’s capabilities.

To remove HubSpot CRM, go to Settings Account Billing, click the Delete Account tab, and follow the prompts to confirm the deletion. Ensure you back up any necessary data before proceeding.