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5 Essential HubSpot Workflows

Today's digital landscape requires businesses to stay on top of the latest marketing and sales strategies. Fortunately, HubSpot offers a suite of tools to help businesses automate their marketing and sales processes, save time, and drive more leads and revenue.

One of the most powerful features of HubSpot is workflows - a tool that allows businesses to automate key processes, such as lead nurturing, deal stage tracking, and more. In this blog, we'll cover the five essential HubSpot workflows that every business should be using to maximize their marketing and sales efforts.

What is Workflow in HubSpot?

In HubSpot, a workflow is a tool that allows you to automate your marketing, sales, and customer service processes. It is a series of automated actions that are triggered by a specific event, such as a form submission or a new contact being added to your database. Workflows can be used to nurture leads, follow up with customers, assign tasks to team members, and more. A trigger in workflow is an event or action that causes the workflow to begin. Workflows are commonly used to automate repetitive tasks and streamline businesses' marketing and sales processes. Workflows can be customized to each company's specific requirements, and they can help businesses save time, enhance productivity, and provide more personalized experiences to their consumers.

  • Lead nurturing workflow

Any successful marketing strategy must include leading nurturing to stay top-of-mind with potential customers and guide them through the buying process. In HubSpot, there are several different types of lead nurturing workflows that businesses can use to keep prospects engaged and progressing through the sales cycle.

In HubSpot, lead nurturing workflows are usually triggered after leads download content or submit forms. This workflow is designed to immediately engage with the lead and provide them with additional content or information that is relevant to their interests. For example, if a lead downloads an e-book on social media marketing, the lead nurturing workflow could deliver a series of follow-up emails with additional resources and tips on how to improve their social media strategy.

  • Lead assignment workflow

A lead assignment workflow in HubSpot ensures that leads are handled efficiently and effectively. By automating the process of assigning leads to sales reps or teams, you can reduce the risk of leads falling through the cracks or being mishandled. With a lead assignment workflow, you can set up rules and criteria to determine which sales reps or teams are best suited to handle each lead. This can be based on factors such as the lead's location, industry, or specific needs. By automating the lead assignment process, you can streamline your sales process and improve your chances of converting leads into customers.

Let's take an example of a HubSpot workflow that can be used to rotate leads among sales team members. The workflow begins by setting the enrollment trigger to all contact properties where the last contact or lead status is unknown. With this workflow, you can easily assign leads to sales representatives.

  • Re-engagement workflow

With HubSpot's re-engagement workflows, you can reconnect with contacts who have interacted with your brand in the past, but haven't engaged with it or made a purchase recently. Using tailored content and communications, you can re-engage these contacts and get them back into the buying process. One of the most common types of re-engagement workflows in HubSpot is the marketing re-engagement series. This workflow is triggered when a contact has not engaged with your marketing emails or website for a certain period of time. To bring their focus back to your brand, you can send them an offer email or a new piece of content, such as an eBook, guide, or checklist. The content should be relevant to their interests and provide value, helping to re-engage them and rebuild their interest in your brand.

Lead re-engagement workflows can also be triggered based on other criteria, such as the lead's activity on your site or social media engagement. The powerful analytics tools in HubSpot allow you to identify contacts who are disengaged and take steps to engage them again.

  • Email Marketing Workflow

Email workflows can be a game changer for sales teams looking to save time and increase engagement with their clients. Sending the same emails to different clients can be a tedious and time-consuming task, but with automated email workflows, it's now possible to streamline the process.

To get started, you must choose the correct trigger for your email workflow. For example, you can set a trigger that will send an email to a customer after they've made a purchase or filled out a form on your website. After defining your trigger, you can divide your audience into different groups based on the contacts volumes. For instance, you might want to focus on users who have recently made a purchase or subscribed to your newsletter. Subsequently you can add an email template to the workflow to make the email more engaging and interactive. Learn more about automated email.

  • Task assignment workflow

A task assignment workflow in HubSpot is an automated process that helps ensure that tasks are assigned to the appropriate team members. With a task assignment workflow, you can create rules and criteria to determine which team members should be responsible for each task, based on factors such as their role, expertise, or availability.

For example, you could set up a task assignment workflow that automatically assigns new customer onboarding tasks to a specific team member who has expertise in that area. This can help ensure that tasks are completed on time and to a high standard, and can reduce the risk of important tasks being overlooked or forgotten. With a task assignment workflow, you can streamline your team's task management process and improve your overall productivity. Check out this article to learn more about task assignment workflow.

Maximize the productivity within your organization

With Avantduo's expert team, who have extensive experience with HubSpot and can provide custom workflows tailored to your specific needs. As a leading provider of workflow solutions, we have the expertise to help you automate your sales processes and boost productivity.

Investing in HubSpot workflows can help you streamline your processes, increase efficiency, and improve your team's performance. Whether you need help with lead nurturing, sales follow-up, or customer onboarding, we can help you create custom workflows that align with your unique sales process. To find out more about how we can help you make the most of HubSpot and prepare your sales teams for success, get in touch with us today.

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