HubSpot Workflows has become one of my favorite tools in Marketing Hub. In the simplest terms, I love it.
Keeping up with your leads and customers is essential to maintaining the relationships you’ve built for your business, but sometimes things slip your mind. Workflows can automate your business tasks and improve customer engagement and communication.
HubSpot Workflows is the marketing automation tool you need.
HubSpot offers a plethora of marketing automation tools that help your organization create personal and human connections with your customers. From social media management to emails, workflows, and campaigns, you can align every aspect of your marketing.
Over the last six months, I’ve jumped headfirst into HubSpot Workflows for many of our marketing campaigns, and it has completely changed my work life. The phrase “set it and forget it” has taken on a whole new meaning—and it’s glorious.
What makes HubSpot Workflows so great?
Using Workflows, you can automate tasks within your marketing, sales, and services functions to expedite your processes while maintaining positive relationships with leads and customers. HubSpot offers five different Workflow types:
• Contact-based (Marketing Hub)
• Company-based (Marketing Hub)
• Deal-based (Sales Hub)
• Ticket-based (Service Hub)
• Quote-based (Sales Hub)
The workflow you choose will depend on the stage of the customer relationship, the tasks you need to accomplish, and the qualifying enrollment trigger that you initiates the automated workflow process. For example:
Company-based workflows have enrollment triggers that respond to information related to companies, including location, industry, or number of employees.
Contact-based workflows have enrollment triggers based on specific contact behavior or properties, such as job title or whether they have viewed a webpage or submitted a form.
All types of workflows bring you business-specific benefits and focused marketing tactics. In this blog post, I’ll focus on the usefulness of contact-based workflows, and the difference they’ve made in my work life in such a short time.
Use HubSpot Workflows to keep in contact with customers via timely emails.
A basic example of a HubSpot Workflow is an email campaign. You identify an enrollment trigger (such as completing a form) that qualifies each contact to enter the workflow. Then add however many emails you need within the workflow with any necessary delays (pauses) between email sends.
Example of a HubSpot Workflow qualifying contacts for specific follow-up emails.
Every SMB can put workflows to work: The affordable HubSpot Marketing Starter offers a simplified version of workflows available with email follow-up. Keeping up with leads and customers throughout their buyers’ journeys with appropriate email messaging will increase conversion rates.
You can use a workflow to ensure that every time an individual fills out a form they receive follow-up or confirmation emails. And you can continue to keep up with contacts with relevant and timely information. You can guarantee that your website visitors are getting the information they need right when they ask for it.
HubSpot Workflows can add value to other HubSpot features, like their CRM.
One of HubSpot’s major selling points is its free (and powerful) CRM, available to all users. And if you’ve invested in HubSpot Marketing Hub, your contact database is on the same platform as your marketing automation tools. So you can create a workflow that combs through that list for you and moves contacts into refocused, static lists that you can start hitting with direct and clear messaging.
Using workflows, you can set the enrollment trigger as “list membership” and then assign that list to the workflow. From there, you can start adding actions that can further qualify contacts as they move through the workflow.
For example: Say you’ve decided contacts in a list need to open an email you’re sending out on Thursday. And if they click the links in that email, you want those names added to a hot leads list. Using HubSpot Workflows, you can create actions that use these rules to qualify your contacts. Organizing your database doesn’t have to take hours. With the right requirements and set of actions, you can set it once and then watch the magic happen.
Now more than ever, streamlining your marketing and sales is critical for business success.
Automation like HubSpot Workflows brings your marketing and lead generation into the modern age. Bring both your leads and customers the content they need through timely, automated actions. Set your workflows and sleep soundly knowing your customers can get the information they want, whenever they want it.
Even in these disrupted and socially distant times, you still have business goals to meet—and possibly reduced resources to apply to those goals. At StitchDX we’re helping SMBs in a range of verticals rise to the challenge with comprehensive, budget-conscious Digital Marketing programs that leverage HubSpot, WordPress, and other leading martech tools. To get a taste of how Digital Marketing can help you grow your business faster, download our ebook.