Use HubSpot Workflows to Boost Your Marketing Automation: Part 1

10/11/2022 3 min read Written by Megan Combs

HubSpot’s workflow tool is powerful, but coming up with ideas for different workflows can be daunting. In Part 1 of this workflow series, we’ll discuss what HubSpot workflows are, the importance of marketing automation, and how to create your own workflow in HubSpot.

Why Does Marketing Automation Matter?

Marketing automation is an extremely valuable tool because it will allow you to take action with any potential lead, no matter where they currently stand with your business. Marketing automation will streamline your marketing and sales efforts into a transparent process that enables involvement from all your teams.

Other benefits of marketing automation include:

  • Efficiency: Save time on tasks you’re doing manually by automating them. For instance, instead of typing up every social media post, automate them to post whenever an enrollment trigger is met.
  • Increased conversion rate: When your marketing and sales teams are aligned, you’ll see marketing qualified leads (MQLs) turn into sales qualified leads (SQLs). On top of that, you’ll generate more leads and more sales.
  • Better lead nurturing: In marketing automation software, you can create drip campaigns and track their success. Never let a warm lead go cold again.

Getting Started with Workflows within HubSpot

The best part about workflows is that they are in no way limited to just email automation. In addition to triggering emails, workflows can start campaigns, change contact profile properties, score leads, send internal notifications, sync to a CRM system, and more, all based on when a lead has met a specific set of conditions.

Creating a HubSpot Workflow from Scratch

Now that you have a better idea of how workflows can automate the lead nurturing processes, here is a guide to setting up your workflow.

  1. Navigate to Workflows: Log into your HubSpot account (Professional Hub or higher), and click on Workflows in the top navigation bar.
  2. Click “Create Workflow” Button: Click on the “create workflow” button located in the top right corner of the page. You will be given options to create a workflow from scratch or a template.
  3. Name Workflow: Enter a name that is appropriate for your desired workflow.
  4. Set Enrollment Triggers: Select the specific triggers that will enroll contacts into your new workflow. You will be given various trigger options tailored to your needs based on your target audience.
  5. Establish Goals: Make sure you know exactly what you want your workflow to achieve and how it will work to make it happen.
  6. Add Actions: Once you’ve established triggers, you can add actions that will be met at specific dates that will enhance your workflow and engage your leads.
  7. Configure Settings: With a basic outline, you can configure your settings to do things such as operate on certain days of the week, leave out certain contacts, and alter the overall function of your workflow.
  8. Test: You can click the test button in the right corner of your page to see if your workflow functions properly. However, make sure to use a test email, or you could risk damaging your workflow by sending it out to real contacts.
  9. Turn It On: To turn your workflow on, simply click the “Review” button to look over your settings and then click “Activate” once you are ready to let it rip.

Creating a HubSpot Workflow from a Template

Creating a HubSpot from a template has similar steps to the above, with a few minor changes.

  1. Choose a Template from the Library: Find a template that matches your workflow objectives. You can filter by function or objective.
  2. Review the Template Details: Once you’re in the template, click “Preview” to review the template’s details. Make sure the purpose and goals of the workflow align with your goals, check the enrollment triggers, and prepare any assets you’ll need to populate the placeholder actions included in the template.
  3. Click “Use Template”: The template will appear in your workflow editor with your placeholder actions. From here, you can edit, add, and remove actions.

For more detailed instructions on creating workflows, click here.

Accelerate Your Marketing Automation with HubSpot Workflows Today

Use marketing automation to free your employees from the daily humdrum manual tasks they’re working on. Automating these tasks will help them focus on things that matter, like boosting your bottom line. In Part 2 of our series, we’ll share some examples of workflows we love. Stay tuned!

Not sure where to start your marketing automation journey? If you’re just getting started with HubSpot, our onboarding team can walk you through how to set up workflows that will delight both you and your customers.

By: Megan Combs

With a background in magazine journalism, Megan channels her love of the English language and grammar into her writing and editing. Before joining Lynton, Megan was a top content marketer at a digital marketing agency, where she helped clients translate their brand promises into strategic digital and social media messages.

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