One of the best features in HubSpot is the ability to create custom workflows that automate routine tasks. In this post we will dive into what workflows are, their benefits, and an example of a workflow to automate part of the sales process.
HubSpot Workflows are powerful automation tools designed to streamline and optimize your marketing, sales, and service processes. Workflows have a trigger event, and then execute a function that you define based on specific criteria.
As you can imagine, these workflows can start out simple and quickly get very complex.
Let's make an important distinction before we go further.
While both HubSpot Sequences and Workflows are designed to automate processes, they serve different purposes and are used in different contexts.
It's time for us to take a look at a real world example now. In this video, we're gonna build a HubSpot workflow that will update the stage of a deal when the quote for that deal has been signed by a customer 👇
Workflows like the one we just built can be used by themselves, or in conjunction with other workflows. Here's some best practices that we use every time we have to implement workflows:
- Customer Onboarding Workflow:
Objective: To guide new customers through the onboarding process, ensuring they understand how to use your product or service.
Example: After a customer makes their first purchase, they receive a series of onboarding emails. These emails could include tutorials, best practices, and tips to maximize their experience with your product.
- Internal Task Management Workflow:
Objective: To automate internal processes and task assignments.
Example: When a new deal reaches a specific stage in the sales pipeline, an internal task is automatically created and assigned to the appropriate team member. This ensures timely follow-up and keeps the sales process moving smoothly.
- Event Promotion Workflow:
Objective: To promote events and manage registrations.
Example: After someone registers for a webinar, they receive a confirmation email followed by reminder emails leading up to the event. Post-event, they receive a thank-you email along with additional resources or a recording of the webinar.