Discover how to simplify your marketing and sales operations with our curated HubSpot workflow examples. Create a workflow to automate tasks, nurturing leads, and closing deals more effectively, directly impacting your bottom line.
Key Takeaways
- Automate and optimize the lead management process, including distribution based on criteria, equitable round-robin assignment, and immediate lead notifications for efficient follow-up and increased chances of conversion.
- By leveraging these workflows, a marketing team can automate repetitive marketing tasks, create tasks for sales based on a contact date property or HubSpot lead status.
- Deliver targeted content, with educational drip campaigns to establish industry expertise and re-engagement campaigns to reconnect with inactive contacts or new form submission.
- Simplify sales processes by automating deal progression, generating tasks for timely follow-up, and notifying teams of deal closings, thereby maintaining productivity and momentum in the sales pipeline.
Example 1: Lead Assignment for Sales team
Efficiency in lead management is not just desirable; it’s imperative. You need to ensure leads are handled by the most suitable sales rep is critical and understand the importance of workflow settings.
Lead routing based on criteria
Imagine a lead from Paris with a penchant for luxury goods landing straight into the lap of a sales rep who specializes in the European luxury market. This is the magic of distributing leads based on specific criteria such as geographic territory or product interest. By setting triggers and utilizing ‘Update Property’ actions to not only distribute qualified leads to the most relevant person but ensure a personalized touch, enhancing the chances of conversion.
Round-Robin
With round-robin you can assign leads from inbound inbound marketing impartially distribute leads among sales reps, ensuring an equitable workload. This systematic approach prevents burnout and fosters a competitive yet balanced sales environment, maintaining high morale and productivity across the team.
Sales ready leads
When a high-priority lead comes knocking, time is of the essence. Immediate lead notifications ensure that sales reps are alerted without delay, allowing them to engage with hot leads swiftly. By configuring workflows to send email or app notification, as well as internal notification, sales receive comprehensive data to facilitate successful initial conversations, striking while the iron is hot.
Example 2: Nurturing Sales Qualified Lead
To nurture leads effectively, HubSpot automation comes to the rescue with automated emails that deliver targeted, personalized content.
Different enrollment trigger can help you set up the right marketing automation to bring more revenue from old leads and current customers.
Drip campaigns for education
Knowledge is power, and power drives engagement. Through educational drip campaigns, with this simple workflow you can:
- Establish themselves as industry experts
- Offer valuable insights and actionable content based on enrollment triggers
- Leverage if/then branches and personalization tokens to ensure that each email in the series resonates with the recipient
This paves the way for a more informed and engaged customer base.
Re-engagement Campaigns
Rekindling old flames can reignite interest. Re-engagement campaigns target inactive contacts with a tailored approach that acknowledges their absence, offers personalized recommendations, and provides incentives to return.
With a sequence that progresses from emotive ‘We Miss You’ emails to final reminders or use internal notifications to remind large scale sales team to reach out their old leads.
Example 3: Enhancing Sales Process with Deal Stage Automation
Advancing deals through stages can be a meticulous process, but HubSpot workflows make it effortless. By automating deal progression, sales reps can focus on what they do best—selling. Let’s explore how deal stage automation not only streamlines the sales process but also ensures that no opportunity slips through the cracks.
Task Generation for Follow-Up
As a deal progresses, the need for timely follow-up intensifies. HubSpot workflows and sales automation work together to automate repetitive tasks, such as task creation, prompting sales reps with the right actions at the right time. This level of automation guarantees that each deal receives the necessary attention, nurturing it towards a successful close.
Closing Deal Alerts
The sound of a closing deal is music to a sales team’s ears. HubSpot workflows keep the rhythm by sending real-time alerts when deals are won. These notifications serve as a pulse for the sales process, providing instant insights into the team’s successes and maintaining a constant flow of celebratory momentum.
Example 4: Optimizing Form Submission Follow-Ups
The moment a prospect submits a form is a moment of opportunity. HubSpot workflows capture this opportunity by automating follow-up actions, delivering relevant assets, and nurturing leads with additional content.
This swift and systematic follow-up is paramount in converting interest into engagement.
Instant Thank-You Messages
A simple ‘thank you’ can go a long way in building customer loyalty. Instant thank-you messages, tailored to the new customer’s interaction, foster an immediate connection.
HubSpot workflows ensure that this crucial step in relationship building is not overlooked, but rather, delivered with precision and personalization through the use of an inactive contact hubspot workflow.
Qualification and Routing
Directing leads to the right sales team member can be the difference between a sale and a missed opportunity. HubSpot workflows qualify and route leads efficiently, using criteria like territory or product interest to ensure that leads are handled by the person best suited to meet their needs.
Example 5: Lifecycle Stage Progression Workflows
Understanding where a lead is in the buyer’s journey allows for tailored engagement strategies. HubSpot workflows automate the progression of lifecycle stages, ensuring that leads are always moving forward and receiving the appropriate marketing attention.
Automated MQL Identification
Identifying marketing qualified leads (MQLs) is crucial for efficient resource allocation. HubSpot workflows streamline this process by scoring leads based on their engagement, automatically advancing those who meet the criteria to marketing qualified lead status, and further nurturing them towards becoming a sales qualified lead.
Transitioning MQLs to SQLs
The journey from MQL to SQL is a critical transition that requires strategic nurturing. HubSpot workflows facilitate this by delivering personalized email sequences tailored to each lead’s interactions, thereby refining their qualification status and preparing them for sales engagement.
Example 6: Customer Onboarding and Success Workflows
First impressions count, especially when onboarding new customers. HubSpot workflows automate the onboarding process, delivering a personalized and consistent experience that sets the foundation for a successful and long-lasting customer relationship.
Welcome Email Series
A well-crafted welcome email series can significantly increase customer retention and revenue. HubSpot workflows enable the automated delivery of a sequence of welcome emails, each carefully timed to maintain engagement and build upon the initial connection made at sign-up.
Post-Purchase Satisfaction Surveys
Feedback is the cornerstone of improvement, and post-purchase satisfaction surveys provide just that. HubSpot workflows send these surveys at optimal times, ensuring that customers have had a chance to fully experience the product or service before sharing their insights, which can then be leveraged to enhance future offerings.
Example 7: Utilizing Workflows for Event Management
Events are a fantastic way to engage with prospects and customers, but managing them can be daunting. HubSpot workflows simplify this by automating the following tasks:
- Sending personalized invitations
- Sending reminders
- Tracking RSVPs
- Managing event registrations
- Sending post-event follow-ups
You can ensure that every event is a success, thanks to the support of customer success teams and the functionalities of a service hub professional.
Automated Event Reminders
Ensuring that registered attendees actually show up is critical. HubSpot workflows reduce no-shows by automatically sending event reminders, keeping the event top-of-mind and increasing the likelihood of a high turnout. By effectively managing these reminders, the workflow's enrollment rate increases, highlighting the benefit of using these reminders to not only reduce no-shows but also to monitor and improve the overall enrollment rate of events managed through HubSpot workflows.
Post-Event Engagement
The end of an event is just the beginning of further engagement opportunities. HubSpot workflows maintain the momentum by automating the delivery of:
- follow-up emails
- additional materials
- nurturing leads
- deepening relationships with attendees.
Example 8: Sales and Marketing Alignment via Workflows
The alignment of sales and marketing is paramount for business success. As a sales hub professional, you’ll find that HubSpot workflows bridge the gap between these two critical functions, streamlining processes, and increasing productivity through strategic automation and collaboration.
Lead Scoring and Handoff
A well-defined lead scoring system ensures that only the most engaged leads are passed from marketing to sales. HubSpot workflows facilitate this transition smoothly, with automated notifications alerting sales reps to take immediate action on high-scoring leads.
Feedback Loop Creation
Continuous improvement is key in sales and marketing alignment. HubSpot workflows create feedback loops that enable both teams to refine their strategies based on real-world data and collaborative insights, ensuring that the lead handoff process is as effective as possible.
Example 9: Content Promotion and Engagement Workflows
Efficiently promote your content and engage with your audience using HubSpot workflows that automate the distribution of new content to relevant segments. By utilizing these workflows, businesses can ensure that their valuable content reaches the right people at the right time, maximizing engagement and driving website traffic.
Content Distribution Automation
Automate the sharing of blog posts, whitepapers, and videos immediately upon release. Set up workflows to post content to social media platforms, send email notifications to subscribers, and even alert sales teams to new materials that can aid in conversations. This ensures your content works harder for you, promoting continuous engagement.
Behavior-Based Content Delivery
Deliver personalized content based on user behavior and interaction with your site. If a visitor downloads a beginner's guide, the workflow can follow up with more advanced guides or related webinars, keeping them engaged and moving them further along the sales funnel.
Reactivation of Cold Leads
Re-engage cold leads with targeted content that can spark their interest again. Use insights from their past interactions to tailor the content, making it relevant and enticing. Automate this process to routinely touch base with dormant contacts, reviving interest and rekindling relationships.
Example 10: Customer Feedback
Leverage HubSpot workflows to systematically collect customer feedback and implement continuous improvements. This approach not only enhances product or service quality but also strengthens customer relationships by showing that you value their input.
Post-Interaction Surveys
After a customer interaction, be it a support call, purchase, or service provision, automatically send a customized survey. This helps gather immediate feedback on their experience, allowing you to address issues promptly and identify areas for enhancement.
Product Usage Feedback Loop
For software or digital service companies, tracking how customers use your product can provide invaluable insights. Set up workflows that trigger feedback requests after certain usage milestones are reached. This data can drive product development, focusing on features that users find most valuable.
Continuous Improvement Meetings
Schedule regular meetings based on workflow triggers from customer feedback and survey results. These meetings can involve cross-functional teams to discuss feedback trends, strategize improvements, and ensure all departments are aligned on the customer experience strategy.
Summary
In the dance of marketing and sales, HubSpot workflows are the choreographers, orchestrating each step with precision and grace. We’ve explored a symphony of workflows that streamline lead assignment, nurture through automation, and ensure seamless transitions across the sales process. Embrace these workflows to elevate your strategies, and watch as they transform the rhythm of your business operations into a harmonious ballet of efficiency and success.
Frequently Asked Questions
What makes HubSpot workflows so efficient in lead assignment?
HubSpot workflows automate lead assignment using specific criteria, such as geographic territory or product interest, to ensure leads are handled by the most suitable sales rep, streamlining follow-ups and increasing the chances of conversion. This makes the lead assignment process efficient and effective.
What are workflows used for in HubSpot?
Workflows in HubSpot are used to reduce user error when sending emails and following up with leads, as well as to scale marketing initiatives efficiently. They prevent the need for manually repeating tasks for every contact.
What is the difference between a sequence and a workflow in HubSpot?
In HubSpot, the main difference between a sequence and a workflow is the type of emails they send. Sequences send sales emails from your connected inbox, while workflows use marketing emails for automation. Both can be customized in the email editor.
How do I organize my HubSpot workflows?
To organize your HubSpot workflows, create folders and move the workflows into them. Simply enter the folder name, select the workflows, and move them into the designated folder.
