HubSpot Workflows and Reporting for Marketing Professionals

HubSpot Workflows & Reporting for Marketing Professionals is a practical, hands-on course designed to help marketers automate their marketing processes and measure performance with confidence inside HubSpot.

This course is ideal if you are a marketing professional, marketing manager, freelancer, or consultant who already has basic HubSpot knowledge and is ready to go deeper into automation and reporting.

You'll learn how to build workflows from scratch, set up the right triggers and actions, create branching logic for personalized journeys, use AI inside your automation, and build reports that actually tell you what's working — all inside HubSpot.

All lessons are based on the latest HubSpot interface and features (2026) and include practical assignments that you can follow along with in your own HubSpot account.

Some sections cover paid HubSpot features, but everything is explained clearly so you understand:

• what's available in free and starter HubSpot accounts

• what requires a paid Marketing Hub subscription

• and when it actually makes sense to upgrade

By the end of this course, you will be able to:

Build and manage HubSpot Workflows

• Understand the two core building blocks of every workflow: triggers and actions

• Navigate the workflows section and configure enrollment settings correctly

• Name, organize, and manage workflows so your team always knows what they do

• Review and test workflows before going live

Set up workflow triggers with precision

• Use "Met filter criteria," schedule-based, and event-based triggers

• Trigger workflows from form submissions, email interactions, meetings, page views, and more

• Use data value triggers to enroll contacts based on property changes or record creation

• Combine AND/OR logic to build smarter, more flexible trigger conditions

• Connect third-party apps and use webhooks for advanced integrations

Automate your marketing processes with workflow actions

• Send automated emails, WhatsApp messages, and internal notifications

• Assign tasks, create records, and update CRM data automatically

• Manage contact subscriptions and build associations between records

• Use Data Ops actions to manage and transform data inside workflows

• Enroll contacts into sales sequences directly from a workflow

Build advanced workflows with branching and A/B testing

• Split workflows into multiple paths based on single or multiple conditions

• Run A/B marketing experiments directly inside a workflow

• Analyze workflow performance using built-in workflow analytics

• Apply workflows to companies, deals, and other CRM objects — not just contacts

Use AI inside your HubSpot Workflows

• Use Breeze AI to build and improve workflows faster

• Automate record summaries and company research using AI actions

• Understand how the ICP Assistant and Cross-sell/Upsell Breeze Agents work

Create and customize HubSpot marketing reports

• Navigate the HubSpot reporting section and understand what's available

• Diagnose and fix common issues in existing reports

• Customize reports from templates to track the metrics that matter

• Build reports from scratch and use the Breeze AI assistant to speed up the process

Build advanced reports and analyze performance

• Use the custom report builder for more complex data needs

• Understand attribution reports to see what's actually driving revenue

• Visualize funnel performance and track the full customer journey from first touch to close

About the instructor

I'm a certified HubSpot consultant and trainer, working with companies worldwide since 2018. I help marketing teams and businesses set up HubSpot correctly, build automation that actually works, and use reporting to make smarter decisions — not just tick boxes.

Here's what one of my students said:

"I just completed the course — and my only reaction is: WOW! Super valuable for entrepreneurs, consultants, and small businesses. Thalita managed to transfer her rich knowledge in a meticulous and easy-to-follow way. I honestly never knew the actual possibilities of the HubSpot platform and now I finally do!" — Tamara Biljman, Content Strategist

You can find more testimonials on my website. I take pride in supporting my students throughout the learning journey, and you're always welcome to ask questions during the course.

— Thalita

Disclaimer

HubSpot Workflows & Reporting for Marketing Professionals is an independently developed course by Thalita Milan and has not been created, endorsed, or verified by HubSpot, Inc. HubSpot, Inc. has no liability related to this course.