Top 3 HubSpot Workflows Every Business Must Set Up

Making sales is the goal of every company. Frictionless sales is the way that great companies are succeeding. What do we mean by frictionless?

We know that every sales manager has the same headache: How do they get their sales team to keep a relationship with their customers? How do they get their sales department to do the administrative tasks that help keep the CRM and sales process organized? Automation can be the aspirin for those headaches.

Most companies who have signed up for and are using HubSpot don’t recognize all the amazing tools that can be used for their sales teams. We know it can be hard to trust automation when personalization is the best way to make that sale. But HubSpot can provide both automation and personalization. This powerful combination will allow you to have frictionless sales.

As we have created many workflows for various clients in many different industries, we are thrilled with the work that HubSpot can do for you and make the sales process effortless. These workflows don’t just help get a sale and move the customer along the buyer's journey. They also will help streamline your organization’s processes so that your sales team can do what they do best: sell (not administration!)

Let’s take a look at each of these workflows in depth:

1. Follow Up Workflows

It’s a perfect match! Every landing page needs a follow-up workflow. You’ve done the work to write that eBook or create that infographic. You have a contact us page. But what happens after you capture that potential customer’s information? If your answer is “I don’t know” or “I draft an email to that person” then you are missing out on one of HubSpot’s greatest and easiest automations. 

HubSpot allows you to create automated marketing emails. These can be sent every time someone downloads your eBook or requests a meeting or any engagement activity that happens. You then have the opportunity to share more great content, help answer their questions before they even ask, and build trust. These workflows are natural, well-designed, follow-ups without you doing anything. The emails are automatically sent, spaced out by days or weeks, with as many or as few emails as you want (we recommend 3). 

Better yet, you can set up goals to track how well the emails and the workflows are performing. If there is any specified response, such as clicks or replies, or any specific goal met, that contact is then automatically unenrolled so that you can do a more personal follow-up. It really is a great match of personalization and automation. Don’t miss out on this match made in heaven!

2. Sales Process Workflows

It’s every manager's burden: “How do I get my team to do the administrative tasks to keep our data clean?” Well, the answer is to let HubSpot do it for you. The possibilities are endless. We have experienced many, many different requests from our clients all based on the sales team’s burdens. And each time HubSpot has enabled us to create an invaluable workflow.

Need to automatically assign a potential client to your team and rotate based on interests or even distribution? We got that! Need to follow up after a meeting with an email on the next steps? You bet! Need to move that client to the next deal stage based on accomplished tasks? Sure thing! Need to assign specific tasks to your sales team after a contract is signed? Of course!

Think of any repetitive task and there will most likely be a way to automate it. Every business should be using workflows to accomplish the mundane and get rid of their manager's headaches.

3. Persona Assignment Workflows 

You know your best customers. You know who they are, what they like, how to help them, and more. So instead of trying to sift and sort through your CRM, let HubSpot do the sorting for you. 

A workflow is a perfect tool for identifying and segmenting your best potential clients.

A tool is only as good as you keep it working and as you use it. An unsharpened saw or an unused saw will not cut that piece of wood. The same is true for the persona property in HubSpot. The first step is to get that property properly built. Next, as you have your audience properly identified you can use a workflow to identify and assign personas. Now the real fun begins. Allow a workflow to identify and assign a persona to those already in your database or as their information is collected. Use a workflow for personalized outreach based on each persona. Use if/then branching to move a contact through the buyer’s journey. This tool can help you get so much more done and meet the specific and personalized needs of your contacts.

“Workflows are the oil that keeps your marketing and sales teams running smoothly. They are the basis of frictionless sales.”

50 MORE TO TRY!

These are our top 3 workflows. But don’t let that stop you. The possibilities are endless. Here’s a list of 50 more:

1. Persona specific
2. Industry specific
3. Lifecycle property update
4. Contact form nurture
5. Lead routing to territories
6. Notify team of deal stages
7. Notify team of hot leads
8. Webinar invites
9. Webinar follow-ups
10. Gated content nurture
11. Task assignments
12. Build dynamic list of missing properties
13. Pre demo workflow
14. Post-demo follow-up workflow
15. Visit trade show booth to nurture
16. Follow up from meeting at trade show
17. Follow up on missing meetings for rebooking
18. Auto send based on lead score a book a meeting workflow
19. Re-enroll in marketing nurture if they ghosted on a sales call to nurture
20. Task reminders for calling prospects based on time since last meeting
21. Reminders for connecting on LinkedIn
22. Building dynamic lists based on unique criteria
23. Service or product-specific workflows
24. Competitor comparison workflows
25. Automate next steps after an ad action
26. Enroll someone who closed in the sales pipeline to move into the service pipeline with a workflow
27. Send NPS survey
28. Notify the team of NPS survey results and assign follow-up tasks based on the score
29. Re-engagement workflow for cold leads
30. Email website visitors based on page interaction
31. Notify contact owners when their lead is back on the website
32. Welcome email to new blog subscribers
33. New client onboarding workflow for tasks and emails
34. Confirmation emails when content is downloaded, form is submitted, or event registration
35. Nurture existing customers with educational content
36. Podcast nurture for increasing listenership
37. Capitalize contact's first and last name workflow
38. Remove special characters from phone numbers workflow
39. Automatically fix .con to .com in email addresses
40. Merge duplicate contacts with the same phone number
41. Update company properties based on contact properties
42. Anniversary or birthday email nurtures
43. Send direct mail with a workflow
44. Send text message workflows
45. Pricing page workflow
46. Facebook messenger workflow
47. Build a dynamic list of unengaged contacts to be removed
48. Sending event follow-up recordings- podcasts, webinars, events
49. Send onboarding documents to a new team for hiring processes

Workflows are the oil that keeps your marketing and sales teams running smoothly. They are the basis of frictionless sales. Without using them you are missing out on a great advantage that HubSpot offers. As a certified HubSpot partner agency, We love identifying, brainstorming, and creating these workflows every day for our clients. Automation for your processes and outreach is the best way to do business. Success is only a few workflows away!