7 HubSpot CRM Workflows that will transform your Sales and Marketing

Efficiency, personalization, and automation are the drivers of better results in the business of sales and marketing. HubSpot CRM is a mighty set of tools that looks forward to automating many different processes to increase productivity and heighten the experience of a customer. Its Workflows make it easy for business people to automate mundane tasks as well as orchestrate complex strategies for sales and marketing processes. In this article, we will discuss 7 HubSpot CRM workflows that could revolutionize your sales and marketing efforts. Whether it is a small business or a large organization looking to scale, Hubspot CRM Developers can help you create more personalized experiences for your customers, automate repetitive tasks, and bring about better business outcomes.

Lead nurturing is probably the most common use for HubSpot CRM workflows. Not every visitor to your website is ready to buy now. Many will need time, information, and guidance before they are ready to buy. That’s where a well-designed lead nurturing workflow comes into the picture.

How it works?

A lead nurturing workflow is initiated whenever a contact interacts with your website or content-for example when a contact downloads an eBook or registers for a webinar. It may be able to automatically send out a series of relevant and valuable emails containing content that is of interest, like case studies, blog posts, or product demos, depending on the actions taken by the lead. You can segment leads based on interest or behavior and send them follow-up content relevant to them at the right time.

Benefits

Develops relationships with prospects over time.
• Keeps leads engaged with valuable content till they are ready to convert.
• Saves your sales team’s time by focusing on qualified leads.
• Best for Businesses having long sales cycles or having complex products/services.

Also Read: 11 HubSpot Alternatives for Small Businesses

For e-commerce businesses, an abandoned cart workflow is a lifesaver. It automatically reminds customers who added items to their cart but did not complete the purchase. Such reminders are designed to nudge them into completing their order through personalized emails or specific discounts.

How it works?

Once a contact adds an item to their shopping cart but does not check out, HubSpot CRM triggers an abandoned cart workflow. This can be a series of emails, such as a reminder email, a discount offer, or a social proof email with customer reviews of the abandoned product. You can also create urgency by including a countdown timer or limited-time offer.

Benefits

Increases conversion rates through reminders to customers to complete a purchase.
• Improves ROI on visits from abandoned carts without the need for manual effort.
• Personalizes the shopping experience, so leads are more likely to return.
• Best suited for E-commerce stores or businesses with online sales funnels.

First impressions are everything, and a welcome series workflow ensures that your new leads or customers feel valued from the moment they sign up or make a purchase. This workflow is a series of automated, personalized messages that will introduce new subscribers to your brand, products, and services.

How it works?

A welcome workflow can be activated when a new contact subscribes to your newsletter, inquires about something, or completes a purchase. The first email is an expression of gratitude and an introduction to your brand, followed by a series of emails that will educate, provide more value, and guide the contact further into your offerings.

Benefits

Establishes great brand relationships early on.
• New contacts can understand your product or service.
• Increases engagement by sending timely, relevant content right after the initial sign-up.
• Best for: Businesses that want to engage and build trust with new leads or customers from day one.

Also Read: Boosting CRM Effectiveness: Easy Hubspot Tweaks For New Business Owners

Events, whether virtual or in-person, are great lead-generation opportunities. However, the follow-up after the event is a challenge. HubSpot CRM workflows make it easy by automating communication post-event, ensuring attendees continue their journey with your brand.

How it works?

After a person registers for something like a webinar or even a trade show, he would receive confirmation emails, reminders, and follow-up content after the event has been completed. A thank you note can be sent to him, and also recordings and additional resources could be given to him with the encouragement to schedule a demo or download more content.

Benefits

Ensure timely follow-up thus the event attendees turn into a lead is increased.
• Streamlines the process of marketers; saves manpower efforts.
• Nurtures attendees more down the sales funnel, using tailored content.
• Best for Businesses that host or participate in webinars, conferences, or other event.

A sales pipeline can be very overwhelming, especially when it grows. HubSpot automation solutions including Hubspot CRM workflows can automate various aspects of the pipeline, such as lead qualification and task assignment, thus helping sales teams stay on top of their deals without missing a step.

How it works?

You can set workflows that are activated based on the transition of a contact to another stage in the pipeline. For example, whenever a lead becomes an MQL or SQL, HubSpot CRM automatically assigns a sales rep to follow up with them, sends an introductory email, or sets reminders for outreach.

Benefits

Hubspot marketing automation increases productivity, allowing your sales team to focus on high-value activities.
• Follow up on every lead no matter how far they are in the sales pipeline.
• Reduces the possibility of losing leads through the cracks.
• Suitable for: Sales teams that require support in managing and nurturing leads at different stages of the sales process.

Understanding customer satisfaction is important to any business. HubSpot CRM workflows can automate the way of collecting feedback and responses for NPS, which gives insight into the customer satisfaction and loyalty.
You can, after a sale or a significant event, set up an automated workflow that asks for feedback or an NPS survey. The responses will start other workflows addressing the problems such as sending follow-up emails to dissatisfied customers and collecting testimonials from satisfied ones.

Benefits

It gathers invaluable feedback without manual contact with the customers.
• Allows you to spot dissatisfied customers early on so you can address the issue before it is too late.
• Increases engagement with satisfied customers through testimonials or referrals.
• Recommended for: Businesses that intend to enhance customer satisfaction while collecting feedback to perfect the services.

Also Read: How HubSpot Can Drive Growth for Your Law Firm

At some point in time, contacts may become inactive, stopping you from opening your emails and contents. In such cases, one doesn’t let the contacts go cold, but one can get the inactive contacts back using re-engagement workflows by targeting specific campaigns meant to reignite the interest.

How it works?

It will trigger a re-engagement workflow when a contact goes inactive, say not opening emails or visiting your website for a set period. The workflow might include a series of emails with special offers, a survey asking for feedback, or updated content to encourage re-engagement.

Benefits

Revives interest from contacts who may have gone dormant.
• Reduces churn by re-engaging leads before they completely disengage.
• Keeps your database clean by identifying unresponsive contacts.
• Suitable for businesses that have an enormous number of contacts and would need to manage such large lists and re-engage inactive leads.

An amazingly powerful tool through which the CRM workflows for HubSpot could revolutionize how a business is run by its sales and marketing team; that kind of automation on tasks involving nurturing, follow-ups, and pipeline management will save time due to the reduction of human errors while still giving people experience on an unprecedented scale.
Whether you are looking to nourish leads, boost conversions, or enhance customer satisfaction, the 7 HubSpot CRM workflows will be able to help you. And for businesses that need something more customized, getting hold of HubSpot CRM Developers can help you design and develop custom workflows tailored to suit your specific needs.
By combining the tools HubSpot Marketing Automation, HubSpot Website Development, and HubSpot Migration all into one, businesses can drive results while streamlining the sales and marketing process. Now is the time to let loose the full power of HubSpot Automation for your sales and marketing to fly high.