Looking for tips on Hubspot workflows?SOLVE
Apr 24, 2018 12:30 PM
Hi Hubspot community! I've recently moved to a company that uses Hubspot from a company that used Marketo, and I'm wondering if anyone here with similar experience could share tips/ticks for configuring Hubspot workflows to replicate the kind of automation that is possible with Marketo.
I love how Hubspot makes a lot of things easy -- especially creating and managing email and landing page templates that look great and modern (a huge weakness with Marketo). However, I'm struggling considerably to build out the kind of triggered processes that are possible in Marketo with Hubspot's workflows, which seem limited and generally hard to work with by comparison.
Here's an example of a scenario I just found myself in: I want to send an email to a list of leads, and then whenever people open or click on the email, I want to sync those people to a corresponding Salesforce campaign and mark them as "Responded." A fairly common, straightforward use case.
But: I can't figure out a way to accomplish this by using only one email and only one workflow. If I use a workflow to send out the email (which seems to be required in order for me to be able to use a workflow to track and sync openers and clickers later on -- I have to "save the email for automation" and then am not able to select a group of recipients and schedule a send within the actual email), I have to create a second workflow that listens for the email to opened or clicked to handle the syncing to the SFDC campaign, because you can't re-enroll contacts based on an email being opened or clicked.
This all seems needlessly complicated and cumbersome, and I can already anticipate it getting out of control based on our fairly granular Salesforce campaign tracking needs. So would really appreciate any advice or best practices from folks who have been around the block with Hubspot and have figured out the ins and outs of triggering workflows!
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