Training/certification setup

This page contains the description of how the training/certification setup is done in HubSpot

 

The setup consists of:

 

1. HubSpot forms with specific values on dates

2. A workflow to convert event dates to a date property

3. Workflows for sending out email before and after training based on date of the training

4. How to get meeting invites out to all who signed up

 

 

 

1. HubSpot forms

 

See an example of a form here, please clone this and change input to your country HubspotSubmissions

The form should have dates for training, that is set in the date for event property. If you need to add a new date, please give it the internal name like this:

 

2025-08-24T9:00

 

You can still have the display name be something like: 24 August 9:00-12:00

 

If internal value is set like that, we can convert into a date picker with the workflow from bullet two. If this is not done, the delay until event date is not working

 

Another important point is to have the "country activity" as a hidden field, that needs to be autofilled with the country the training is in.

 

Also the property "event name" should hold the name of the event. Please remember to have them hidden

 

 

 

2. Workflow converting from one property to date format

 

This workflow takes the internal value from the field "Date for event" and turns into date property to be used as a delay. That is being turned into a date picker property called " date for event(Date format)"

 

3. Workflows sending emails before and after

 

There are 4 main workflows currently

 

They all send out 3 emails → please clone and change emails for the different countries

 

• Confirmation email sent right away

• 1 day before course

• 1 day after course

 

Map& Matrigma

AP demo

Match v

 

Map x

 

 

The trigger is form subsmission and that date for event is known, so we make sure that the delay will work

If you need to add another form, please clone this action and just change the form

 

The central branch in the workflow uses country activity, and therefor why it is important to set in the form. This tells us which country the lead is coming from.

If you need to insert into the NO branch, for an example, you can clone the whole SE branch, and change the input, makes it a lot quicker

 

 

The delay in the branches are based of the property "date for event(Date format)" which is why it has importance

 

1. How to get people invites in their calendars

 

You can use zapier to sent invites to the people who signed up. You just need to:

 

1. Connect the outlook account of one who has the training calendar

2. Find the event in the calendar

3. Add attendes trough the attendes actions