Growing companies have a lot to celebrate – steady sales, new hires, and excitement all around. But as you scale, there's a potential for complexity that can bog down your momentum. How do you create a new process that connects efficiently with your existing system? And how do you do that while keeping all your vital prospect and customer data safe?
HubSpot's Programmable Automation, a feature of Operations Hub Professional and Enterprise, can help. The entire Operations Hub software is designed to help companies grow better by giving them a unified toolset that keeps data safe while connecting applications and automating business processes. Here's a look at how Programmable Automation specifically works – with examples!
Programmable Automation 101
Your team can automate anything and everything that makes sense for your company's processes, including lead rotation, renewals, post-sale follow-ups, and more. However, it can be difficult to get a real sense of Programmable Automation's power if you're learning about the feature for the first time. To help you get your creative juices flowing, take a look at some of the use cases HubSpot, and HubSpot users have defined:
Associate a contact's deal to their company
Completely all tasks of a closed deal
Associate a contact to a company
Turn a full name into a first and last name
Add a date suffix
Format phone numbers
Look up data in external databases
Enrich your company data with a business intelligence server
Enroll a custom object's associations in another workflow
Count high-value line items on a deal
Validate an email address
Manage a customer referral program with HubSpot
Move hosted managed services into workflows to use third-party data securely
Programmable Automation helps you streamline processes, save time, and improve efficiency as your company grows. Both your team and customers will benefit from the alignment of your systems and processes as well! For any help building your first custom automation action, reach out to the Lynton team today.
By: Kelly Groover
Kelly serves as the Specialist of People and Talent for Lynton. She lives in Savannah, GA with her husband, daughter, and two dogs. When she's not managing conversion rates and lead generation for the company, she's typically playing soccer or watching football.