5 Essential HubSpot Workflows

by Paiton McDuffie | Sep 12, 2023

HubSpot is a powerful tool. By leveraging automation and HubSpot workflows, you can enhance your sales process, foster better communication among your sales representatives, and elevate conversion rates. (We’ve covered some of the specifics and best practices to implement in previous blog posts here.)

Let’s explore five essential workflows to build in HubSpot to streamline your sales and marketing efforts.

Lead Nurturing Workflow

• Goal: To nurture leads at various stages of the sales funnel and move them closer to conversion
• Actions: Set up a series of automated emails that cater to specific buyer personas and stages of the buyer’s journey. Be sure to include clear calls to action and address your audience’s pain points in your content.
• Triggers: Initiate this workflow when a contact subscribes to your newsletter, downloads an asset like a white paper, or even event invitees that cancel or don’t show.
• Benefit: By providing valuable content and staying top-of-mind, you’ll increase the likelihood of turning leads into customers.

Lead Scoring Workflow

• Goal: To prioritize leads based on their engagement and readiness to buy
• Actions: Assign scores to leads for various interactions like website visits, email opens, and form submissions. Then use this score to segment leads.
• Triggers: This workflow should run continuously, updating lead scores in real-time.
• Benefit: Your sales team can focus their efforts on the most likely-to-convert leads, increasing efficiency and close rates.

Re-Engagement Workflow

• Goal: To revive cold or dormant leads
• Actions: Send targeted re-engagement emails with compelling messaging, CTAs, or even special offers, to rekindle their interest in your product or service.
• Trigger: Run this workflow when a lead has been inactive for a certain period of time.
• Benefit: Maximize the value of your lead database by reactivating leads that may have otherwise been lost.

Sales Follow-Up Workflow

• Goal: To ensure timely and effective follow-ups with leads
• Actions: Automatically assign follow-up tasks to the sales team, send reminder emails, and schedule follow-up calls.
• Trigger: Initiate this workflow after a lead has taken a specific action, such as requesting pricing information OR after a deal has been moved to a specific stage (i.e. after completing a demo).
• Benefit: Improve the efficiency of your sales team and enhance the customer experience by being responsive.

Customer Onboarding Workflow

• Goal: To provide a seamless onboarding experience for new clients, which benefits both your clients and the sales team.
• Actions: Send welcome emails, provide educational content, and set up notifications for customer success teams.
• Trigger: Start this workflow when a lead becomes a customer.
• Benefit: Ensuring a smooth transition from lead to customer can increase customer satisfaction and retention.

Get started with just one of these essential workflows, and you should start to see better results.