In this post we will show you a tutorial on how to automate sales, marketing and support processes. Tired of your team wasting time on almost operational tasks that reduce their efficiency? We are too, which is why we encourage our clients to choose HubSpot to work on their sales, marketing and customer service processes. This digital solutions platform for companies has many tools that make its software very convenient for businesses of all kinds. The success stories speak for themselves.
In this article we will detail how to automate sales, marketing or customer service processes with HubSpot. What can I do with this software and how do I carry it out?
Workflows: more agile sales, marketing and customer service processes
One of the most important tools in HubSpot is task automation. With it, you can set parameters for the automatic registration or updating of information about contacts, companies, and deals, and you can also order actions. You can work on everything from customer service tickets to quotes.
Let's see step by step how to automate your processes.
#1 Create a new workflow
The first step is to log into your HubSpot account and go to the china phone number automations section. You can find it in the top menu bar.
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There you will need to click on Create workflow and, in this tutorial, we will create one from scratch.
#2 Analyze the objective
A screen will then open where different workflow options will appear. The first four are the most common and apply to the main record types of the platform (contacts, companies, deals and tickets). These options identify the type of record that will be used as a basis for executing the actions.
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We click on the first one (in our test case) and leave the “Blank Workflow” option selected.
#3 Build
So, we started putting it together.
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We have several elements:
The trigger is the condition or criteria that will activate the entire process. The records (contacts in this example case) will go through this WF (Workflow) if they meet those initial requirements. For example, it could be the submission of a form. Then we tap the orange button in the center, look for the form submission option and choose the form that we have worked on within HubSpot. Yes, the entire platform is integrated so that your company is a network, and not a set of loose cells.
After setting the trigger, we must register the action to be taken by clicking on the plus sign. This can range from sending an internal email to a person on the team to creating a branched solution (if X happens, then something else happens), normally known as “If/Then”. In particular, you can add: temporary delays of the action, sending internal notifications, emails and messages to the contact, creating information (tasks, contact records, etc.), adding the contact to a certain list, editing contact properties, and much more.
Then we can set up another action. For example, if we previously set up an order to add the contact to one of the CRM lists, now we can set up an action to notify a person on the sales team. Then, an “if/then” branch, which establishes that if the contact was part of a certain list, a certain email is sent to them, and if not, another type of email.
Then, more actions can be added (as many as necessary) until reaching the end.