#HUBSPOT WORKFLOWS PRO#
#HUBSPOT WORKFLOWS PROFESSIONAL#

The leads are now being rotated between your sales team and the last thing to do is to have an alert of some sort be sent to the new contact owner in order for them to follow up immediately. You can also choose specific salespeople to have the leads rotated between or if you have teams set up in HubSpot, have them evenly rotated between the team members. If the contact owner is known, you can keep that owner on there and have the workflow skip to the next step, or you can have that contact owner overwritten with the new owner. The next step is to then put in the action to rotate the contact between the salespeople you choose. The easiest method to catch all sales-ready leads that come through is to have the trigger of the workflow be the lifecycle stage is вЂњSales Qualified Lead.вЂќ Now, there are a million different actions that contribute to a lead being considered an SQL, but for the purpose of this workflow letвЂ™s assume that you have that nailed down. This can be easily handled by creating a simple workflow in HubSpot that uses the вЂњrotate contact to ownerвЂќ function.

#HUBSPOT WORKFLOWS PROFESSIONAL#

Please note: this rotation functionality will require you to have a Sales Hub Professional or Enterprise or Service Hub Professional or Enterprise account.

Now, unless you have just one salesperson on your team, these leads need to get evenly distributed throughout your team in order to keep things fair. When a hot new prospect comes in, your whole team is most likely chomping at the bit fighting over the fresh inbound lead that youвЂ™ve worked so hard to generate. leads are withheld from the rest of the nurture workflow. If your reps are actively working all leads, you can put in an вЂњif/thenвЂќ branch so that all SQLs, lead status = open, etc. To do this, set a delay after the first email - typically at least 3 business days - and then you can have another email go out to the lead. This workflow can be complete just with that, or you can then have it turn into a nurture workflow that promotes more relevant/related content to the asset that they just downloaded. The trigger for this workflow will be a form submission and the action after that will be to send an automated email to the lead that:

#HUBSPOT WORKFLOWS PRO#

Pro tip: if youвЂ™re having issues with leads putting in fake emails just to get to the thank you page and download the asset, have the asset delivered only by email so that they have to put in a real email to receive it. This also offers you the opportunity to have a secondary call to action in that email. While you can just have the form redirect to a thank you page with a link to download the final asset, itвЂ™s best practice to also have a вЂњthank youвЂќ email deliver that asset to their inbox as well. Regardless of which industry youвЂ™re in, itвЂ™s extremely likely that you have some type of downloadable content on your website behind a form. Here I will break down my top five most used HubSpot workflows that I believe every business no matter the size should implement.

In fact, marketing automation can lead to a 14.5% increase in sales productivity! While it may seem like a heavy lift in the beginning, the time that it will save you in the long-run is huge - along with the actual return on investment.

An easy way to remember the difference between the two is that workflows are more on the marketing side, while sequences deal with one-to-one sales communications.Д«oth can send emails as the most basic functionality, but workflows can be leveraged to do so much more for your sales and marketing team. Now, there is a difference between вЂњworkflowsвЂќ and вЂњsequencesвЂќ in HubSpot that many people get confused about. This is where HubSpotвЂ™s powerful workflow automation comes into play. With the many different directions you can go in terms of setting up your portal and customizing it to fit your business needs, there comes an increasing need to automate everyday tasks and processes that eat away from time you and your team could spend elsewhere. HubSpot is a powerful tool that can handle almost all of your sales and marketing needs.

2022.03

Hubspot workflows