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The Complete Guide to HubSpot Video Workflows for Sales Teams

Written by Andy | Nov 7, 2025 8:54:58 PM

Blog 2: The Complete Guide to HubSpot Video Workflows for Sales Teams

Video workflows are the next evolution of sales automation. HubSpot already powers your outreach, nurturing, and follow-up—but what if every step included the personal touch of video and the precision of engagement data?

This guide walks through how to build complete HubSpot video workflows that capture buyer signals and convert faster.

 

Step 1: Start with a Personalized Recording Task

Assign recording tasks directly in HubSpot using a tool like Hintible. Reps can record one video and personalize intros in seconds.

Each task should connect to your sequence or deal stage so videos go out at the perfect moment—right when prospects are most likely to engage.

 

Step 2: Automate Sending and Tracking

Add your video link or GIF preview directly into HubSpot emails, LinkedIn messages, or sequences.

Once sent, use workflows to:

  • Update the contact’s lifecycle stage when a video is viewed.

  • Create an AE task when a prospect clicks “Interested.”

  • Notify the team if a high-value account engages multiple times.

 

Step 3: Log Every Buyer Action

With integrated tracking, every view, click, and replay writes to HubSpot automatically.

You’ll see it right in the contact record—no spreadsheets, no manual updates.

This turns HubSpot into a true video engagement dashboard, not just a CRM.

 

Step 4: Use Video Data for Scoring and Routing

RevOps teams can add buyer-signal properties like “Engaged Video Views” or “Topic Interest” to lead scoring models.

The more engaged they are, the higher their score and priority.

 

Step 5: Review, Refine, Repeat

Every workflow improves over time. Check analytics monthly to identify which videos get the most responses or which follow-ups convert fastest.

Video workflows aren’t just automation—they’re feedback loops that make your team sharper with every send.

 

Conclusion

When sales, marketing, and RevOps use video workflows together, your HubSpot instance becomes more than a CRM—it becomes a real-time signal engine.

Start small: build one video workflow around your next campaign.

Watch the engagement roll in, then scale from there.

 

Related Reading: How to Capture Buyer Intent Signals in HubSpot (Before the First Call)

Also Read: 5 Video Prospecting Tips for HubSpot Users