Our team collectively holds 25+ HubSpot certifications, ensuring top-level expertise in every aspect of HubSpot CRM implementation.
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These workflows save time, ensure consistent engagement, and help close more deals.
Unique Group faced significant integration challenges between HubSpot and Microsoft Dynamics 365. HubSpot was their go-to platform for managing lead generation and marketing activities, while their global sales teams relied on MS Dynamics for sales processes.
However, frequent data mismatches and unstable integration between the two systems created inefficiencies, miscommunication, and a lack of visibility across teams. Additionally, HubSpot’s advanced capabilities were underutilized, leaving untapped potential for streamlined workflows and enhanced marketing performance.
Locations Worldwide
Years in Business
Employees Driving Global Operations
Thank you, Ubrik!
We reached out to Ubrik since we were very unsatisfied with our previous HubSpot agency. The integration is just messy but so is their account management. With Ubrik, we were able to understand better what's been done in the integration, what we lack, what needs to be improved and so much more. Best thing about working with them isn't just the outstanding account management and coordination but actually very hands-on HubSpot Specialist who directly communicates with us and gets things resolved right away! They also think beyond and ensure whatever is done supports our marketing and company objectives as a whole. Thank you, Ubrik. :)
Denielle Cornejo
Digital Marketing Lead
Unique Group
Excellent Service!
“We are impressed with the level of service that has been provided by UBRIK during our onboarding phase on HubSpot. They are a professional team to work with and their support goes beyond their scope of work to ensure client satisfaction. They are also very responsive when we reach out to them for further inquiry. All the best! UNBOX team”
Nadine Gharzeddine
Senior Operations and Marketing Manager
UNBOX Community
UBRIK- The best at what they do
The on-boarding session we had with UBRIK was very eye-opening wherein we brainstormed all our salesman on our target markets. The results that came out during the session makes working with HubSpot a lot more easier and effective for our employees. These people know their game!
Ahmed Suhail
Division Manager ANKE - Al Nasseeb Kitchen Equipments
Manufacturing L.L.C
To set up a workflow, go to Automation, select Workflows, choose a template, or create one from scratch. You can define triggers and actions to automate repetitive tasks like email follow-ups or data updates.
HubSpot supports contact-based, deal-based, and company-based workflows. These workflows allow you to automate communication, track sales processes, or manage company data more efficiently.
Workflows consist of triggers (like customer actions), actions (like sending emails), and goals (like nurturing leads). Together, these components automate tasks and ensure smooth processes.
Workflows automate large-scale processes like lead nurturing or data updates, while sequences focus on one-on-one follow-ups like email campaigns. UBRIK helps businesses use both effectively to meet their goals.
The number of workflows depends on your HubSpot subscription plan, ranging from a few in free accounts to unlimited in advanced tiers. UBRIK ensures you make the most of your workflows, regardless of your plan.
Workflows are best used for automating tasks like lead follow-ups, customer onboarding, or data updates. They help save time, reduce manual errors, and keep processes consistent.
