Are you busy?
Probably!
Do you have access to workflows?
I hope so!
Here’s a couple of helpful tips and tricks on how to take advantage of your workflows tool and make the best use of your time.
[Please note: users must have Workflows access permission to use workflows. The types of workflows that you can create depends on your HubSpot subscription. Visit our products and services catalog to see what automation is available to you.]
On Forms And Form Follow-ups
Making sure that the correct people are notified when a new lead comes in is essential. HubSpot forms have default notification emails that can be configured on both form and page levels.
But if you want something more custom, you can use automated emails and workflows to ensure the right information goes to the right person:
- HOW TO: Create your own custom notification emails
- Assign Contact Owner Based on Selected Option in Form + Send Contact Owner Form Submission? [Workflow]
Continue to delight visitors after they submit your forms - providing reassurance by confirming the submission (maybe for a coveted place in your webinar), or sending them customized emails based on form submissions:
- Sending Different Follow-up Emails Based on Form Submission Data
- Sending Your Contacts a Form Submission using Workflows + Marketing Email
- How to Run Automations based on Replies to Marketing Emails
Using Workflows To Up Your Campaign Game
Perhaps you previously attended a trade show or event and would like to attribute these hard-earned contacts to a specific Marketing Campaign. Use this handy workaround to do so:
Keeping Your CRM Updated - Syncing Properties Between Objects
Sometimes we have properties that we want to keep in sync between associated records for one object type and another. You can use the method outlined here for keeping other properties in sync in addition to ‘Company Name’:
Reporting on Property Date of Change
Reporting on the property date of change can be incredibly useful - this has been requested in our ideas forum here and is currently being reviewed. But in the meantime, you can use both these workarounds to store the date of change in another custom property for reporting:
- When Did My Property Value Update? [Keeping Track of Property Changes with a Workflow]
- When Did My Property Value Update? [Keeping Track of Property Changes with Property History Values]
Email Automation - Which to select?
Workflows are great for automatically sending emails, but so are sequences. This will help you decide which to use:
Useful Workflow Workarounds
I love workflows, but they can have their limitations. Here’s a couple of handy tricks you can use to overcome them:
- Re-enroll Contacts into Contact-Based Workflows Based on Other Non-Contact Properties
- HOW TO: Create Recurring Workflows for Any Period of Time
Correcting Any Unintentional Property Changes
Workflows make it easy to update properties quickly, but it also makes it easy to incorrectly bulk edit records. Here’s a workaround to fix any incorrect bulk property changes:
Comment below if you have any other helpful tips and tricks you’d like to share!