Need to first set up your follow up funnel?
Learn how to do such here

Step One: Add a New Step

  • Select Add New Step
  • Select Hubspot

Step Two: Select your Hubspot Action

  • Select your Action
  1. Add to List
  2. Delete From List 
  • Select Continue 

Step Three: Select Save and Continue

  • Select the Appropriate Hubspot Account
    OR
  • Connect an Account
  • Select Save+Continue

Step Four: Step Up Hubspot

  • Add your Step Name
  • Add your Trigger Action Delay
  • Select the list or tag appropriate to your action
  • Add a Push window if necessary
  • Add a Filter rule, if necessary 
  • Select Save 

Step Five: Make Step Live

  • Select Make Live

Your Hubspot Follow-Up funnel set up is complete.

If you require further assistance, you can click the support icon in the bottom-right corner of this page.

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