Top 3 HubSpot Workflows Every Business Must Have (and 50 more to try!)

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.