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.
Engaging leads through workflows involves automated actions like sending personalized thank-you emails and reminders for follow-ups. This method helps maintain connections and encourages conversions without excessive manual effort. Personalized interactions, including follow-up calls, can further enhance engagement and responsiveness.
New to HubSpot. We plan on using workflows to possibly onboard new members also in our marketing to offer them products that they are not currently using.
Currently, we have workflows set up that fire to a Google sheet once a Hubspot Form is filled out. This helps us keep external users looped in with form fills and be able to continue the process.
Buyer personas should be audited and updated at least once a year to ensure they remain accurate and relevant, though the frequency may increase depending on industry dynamics. Regular updates are crucial as customer preferences, market trends, and business strategies evolve over time. Significant changes, such as launching new products, entering new markets, or adapting to shifting industry trends, also warrant an immediate review. Insights from campaign performance, customer feedback, or market research can help refine personas and uncover new opportunities. Keeping personas current ensures your marketing and sales efforts align with your audience's needs, driving more effective and targeted engagement.
New to HS! Looking forward to starting off with a workflow for users that may have clicked on a request for quote button, but did not fill out the fields.
Brand new to HubSpot (so excited). I plan to use workflows to onboard members to our FI. Depending on their actions, I'd love to add on workflows according to interest.
hi all. I'm going through the marketing course now and have arrived in workflows. As a 1-man b2b marketing team, I would love to hear some valuable insights you've learned the hard way or through training on workflows. What should I consider or what can I quick-hack my way to some Wins for the marketing and sales team with the context of us being a b2b, 5 sales team, 1-man marketing team, and we want to use every once of hubspot to churn out leads and discover the most engaged prospects in our database. thanks in advance!
Yes, I use workflow to remind customers of their impending deal, offer them available discounts and possibly market analysis, like incoming prices change to encourage them, and include CTA to qualify their current decision.
Workflows showing people different features of what you're trying to sell are quire useful. It feels less invasive and more interesting from the point of view of "Hey, here is something that might help fix X situation you have"
We try to automate as much as we can in leads nurturing, including still leads reengagement, followup emails, reminders, changing lead stage based on predefined properties or statuses sales reps put in after communicating with a lead. This bring delight for sales reps as they just need to click once and some action programmed with a workflow performs itself. The only thing needs to be considered is a team education what actions or statuses trigger what action. Seems HubSpot workflows are the most powerfull across the CRM solutions available on the market. Great job team!
For complex things like what actions or statuses trigger which workflow and what that workflow does, I've made a brief video and an accompanying checklist to help. It's useful for existing employees and onboarding new team members. I use Clipchamp to create and edit them for free, and it works really well, but anything will do.
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