Automating Donor Engagement with Hubspot (ideas included!)
I like to say that the Hubspot workflow tool is like hiring an extra set of hands on your team. With the many hats nonprofit pros are wearing, we know how important it is to save time and get rid of manual tasks.
If you are a Hubspot user that is looking for some automation ideas that are nonprofit specific, then look no further.
Thank you for your post, what a treat to see so many ideas worked through so completely and thoughtfully. Calculated properties, scoring, smart content, and personalisation tokens all orchestrated by Workflows, talk about maximizing value! I'll recommend this to anybody who will listen!
Automating Donor Engagement with Hubspot (ideas included!)
@JPanama thank you so much for the kind words! I hope that other Hubspot users (or folks thinking about taking the leap) can find some value in this resource as well.