Examples of Lead Nurturing Workflows

[JorieMunroe]

On a past thread, we discussed some of the ways that workflows can trigger your team internally. You can use them to automate data clean up or to trigger notifications to your sales team.

Now, let’s discuss ways you can use workflows to engage your leads and customers.

For example, one of my all-time favorite ways to use workflows is to re-engage leads that have abandoned their shopping cart.

The concept here is simple: When someone adds an item to their online shopping cart but leaves your site without completing the purchase, you can trigger an email workflow that reminds them of their forgotten purchase and motivates them to Live the transaction by offering a special discount code or some other incentive to buy.

That’s my favorite use workflows! How are you currently using yours? Sound off in the comments below.

[AMagnusson6]

Getting reviews is very important for mi side business. Have automated emails sent out a few weeks after the product has been sent out and then a reminder after another couple of weeks has been a great help to build large number of reviews that helps the business.

[jack6]

One cool way I used workflows was to sort out 20,000 unlabeled/unsegmented contacts. I created a system that sifted them through filters to assign each contact a custom property called "tags", and from there, they were assigned to different segments. Up to date, I was able to add 16,000 of those contacts to meaningful segments, and reach them through email marketing.

[OussaLam]

You Right , 

Also we can make an Offer about take 2 the 3 is free or any marketing actuce  ,

[pmorni2]

my favorite way to use workflows is for email specifically offering free guides as a way to then lead customers to possibly purchase my ebooks.

[JStephenson22]

Most frequently, I use workfows to deliver an email nurturing series upon form submission. This often happens when someone signs up for an event or downloads a marketing asset.

[GHardy]

Workflows bring great automation to some of the processes that would take an immense amount of time manually. Having a way to send emails, update birthday info and share content with basic workflow systems is extremely helpful.

[THomolka]

I’m currently using workflows mainly for lead nurturing and qualification. For example, when someone downloads a resource or fills out a form, they’re enrolled in a workflow that sends follow-up emails, shares relevant content, and gradually gathers more information!

[MDemirci]

Indeed 

[JDay8]

Love being able to easily sort and automate emails and other outreach!

[FLisa]

Workflows would be beneficial in un-enrolling contacts as marketing contacts in my business. I can effectively track how frequently contacts interact with my website, send them emails depending on where they are in their journey, and eventually un-enroll inactive contacts to cut costs. Analyzing these workflows would help me understand where the clients drop-off, to help me improve my systems for better conversion. 

[parkerjameslee]

Love these examples. We use workflows most often to nurture leads based on intent signals—like form submissions, key page views, or inactivity. Typically, it’s a short sequence that delivers value first, then offers a clear next step (demo, consult, or resource). Do you all prefer enrollment based on list membership solutions or behavioral triggers?

[DValerioPorras]

One of my favorite workflow uses is re-engaging inactive leads with a personalized nurture sequence.

When a lead goes cold (no opens/clicks or site visits for 30–60 days), I usually trigger a 3-email series:

1. Value-first content (e.g., case study or tip relevant to their past behavior).
2. Soft check-in with a limited-time offer (eliciting FOMO)
3. Final “we miss you” with a stronger incentive.

[DBarranon18]

In the past I've used workflows to nurture potential customers through the abandoned cart workflow like mentioned above. I always noticed this produced a good success rate because maybe you're just reminding them of some shopping they meant to do or they actually were still thinking about whether or not they needed that said item. Either way this is a great way to utilize Hubspot's workflows. Currently we use workflows to onboard new members and cross-sell products. Bringing awareness to this has had a positive impact in our company.

[NPaul9]

well said

[MGhebrai]

One way to use workflows is to share testimonials that prove why your product works for customers still early on in their journey.

[savyhuynh]

One great way to use workflows is to provide insight into your business while offering helpful tips that keep your potential clients and customers engaged. For example, instead of just sending promotional emails, you can use workflows to share educational content, behind-the-scenes stories, or industry insights that demonstrate your expertise. Maybe it’s a quick guide on how to get the most out of your product, a video tip from your team, or a success story from another client.

[JInglis8]

In the post-secondary student recruitment industry, we often start with a face-to-face interaction at a school fair and then add the students into our CRM. Then we can add them into a workflow showing them more information about programs and upcoming online events. 

[AArraiz]

That is nice indeed haha! In what concerns me, my favourite one will always be the one taking part when you spend hours registering to a site, you spacde out, then you move onto the next thing.

And out of the blue it appears a pop up saying that you have changes or data not saved!!

Let me know if we are on the same page

[JoePrats0]

Similarly, I love being able to send a (opted-in) client or prospect content based on certain pages they've visited.

So at some point a prospect opted in with you. And now you are promoting an ungated report or LP with some content. If the contact visits that page, you can still send them a follow up email with the content, saying something like, "In case you wanted to grab this report to go!" or "In case you wanted to dive into some more insights from that report you saw, here's a blog looking at it from a whole other perspective..." (You get it. Making sure the content and email doesn't come off as "creepy" marketing stalking.) And you can use filters in the trigger to make sure it doesn't go to current customers and people that have already gotten it, or they won't get it if they've gotten other emails from you too recently, etc.

[DionE]

My favorite workflow would be the one that checks in on customers a few days after they purchase an item,

When a customer makes a purchase, you can trigger an automated follow up email asking how they are enjoying their order, mabe include a quick survey,

Its simple, but it keeps customers engaged, appreciated, and coming back.