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In this video, we'll cover the automation workflows from this and database's category that's opened

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the bottle again.

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This time we will go to the automation tab and then workflows click on the create workflow button.

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We will create a workflow in which the sales director is notified if a state of schedule changes to

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close one.

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This is deal based workflow because it's triggered by the status, so let's click on this option.

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We name it a close one notification.

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And the next.

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Now we need to specify what stance the workflow we take on set enrollment triggers.

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With Nicole Nevill.

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Now we look for it in state.

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If this is any off and from the least, we look for close to one.

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We apply a filter.

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Then we click save.

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We click on the plus button to tell HubSpot what should happen if the condition is true.

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We just send the internal e-mail notification.

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We choose the user who should receive session to vacation.

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Then we enter the subject of an e-mail, for example, and you close to a deal.

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And in the body, we put the Tolkin and selected the name.

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This way, the sales director will know which deal exactly is close to home safe, and then there is

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your button in the top, right?

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Now you can decide whether you want to send notification for deals that already have closed, already

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won the state and we don't want that, we want notification only for the new news.

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We will not change other settings on.

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Your workflow is not working.

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Now we test it, go to the contacts, stop.

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Click on the contact us that you want to create a deal for.

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Click on the audio from the right panel.

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No deal in our case, we named X, Y, Z, Shulamit.

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To CNN's pipeline.

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Change to the stage to close to one.

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Enter, amount and create.

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Delivered, successfully, created.

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Now we visit the mailbox.

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You can see an email with the topic and name of the deal was successfully delivered, that set up another

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simple database, automation workflow in this workflow.

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Whenever a new contact is from the retail industry, we want to assign it automatically to our retail

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manager.

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First, we have to create the new property industry as it is not that people's property in HubSpot.

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Go to these settings from the top, then just properties.

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And if you can't create property, it is the contact property because the data is about particular contact.

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The group is contact information.

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And the name is industry.

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We don't fit that description, so we click on Next.

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Now we must specify what kind of field it is.

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We will talk multiple checkboxes as it will be simple to update.

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Now we want to add all industries that can be chosen, we will at retail.

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We will take on the adoption.

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And media.

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These two are OK for our demonstration, we can create new property has been created and it will be

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attached to all of the contacts in our database.

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Also, we want this property to be visible by default when creating a new contact.

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Click on the contacts and companies.

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Said the property is visible when creating a new contact by clicking on the man at the bottom.

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Find the industry property and check it.

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Click save.

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Now go to the automation and workflows.

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Click create Wetsel.

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This time it will be contact the base name.

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You're right, so a sign which leads.

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And next.

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We said an environmental trigger and it will be based on the industry data, which is contact property.

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We search for our property by typing industry in the search field.

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We started this automation if industry is any part of retail.

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We apply a filter and click save.

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What should happen when we click on the plus icon, go to the property management at the bottom?

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Click on says property value.

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Search for contact on our property from the east.

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To see a retail manager from the least.

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Click save.

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Click on the review button in the top right.

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It is a new property, so we only want to apply this to contacts who meet the retail industry condition

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from this point forward.

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Clevedon on.

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Our automation is life, let's test it.

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You go to the contest, stop.

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We can create contact, madam.

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The enter name email.

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And we choose a property to be retail.

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We choose that there is no owner at the moment and we click on Create Contact.

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You can see that even though we didn't specify the owner of the contact because we chose this contact

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from the retail industry, it is automatically assigned to our retail manager because of the automation

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workflow we set.

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Of course, you can add this industry information to the existing contacts as well, and they will be

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automatically assigned to the retail manager.

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In this video, you've seen how to set up some basic workflows from different databases categories.

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As you probably know, they can be much more complicated and include multiple steps.

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Setting all the automation up may be a very demanding process, but in the long run, it will save you

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a lot of time and will help you generate additional money.