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How to Set Up and Deploy Playbooks

Create, customize, and streamline sales and service interactions using HubSpot’s Playbooks feature to standardize workflows and enhance team collaboration.

Quick Start Guide:


Advanced Playbooks: Setup, Customization & Automation


Please note that HubSpot's navigation menu has changed; refer to this article: A Guide to HubSpot's Navigation for updated guidance on locating the correct records or menu items.


Additional Resources: