If you’re using the HubSpot Professional or Enterprise software, you have access to a key marketing tool which isn’t included with any of the smaller versions of HubSpot.

    The workflow tool.

    HubSpot’s workflow tool allows you to automate repetitive marketing and sales tasks and scale up your activities. Using workflows, you can be more efficient, productive and consistent.

    But if you’re a brand-new HubSpot user - or perhaps you haven’t delved into the workflow tool or automation just yet - we can help.

    Don’t fear. This blog will provide you with five workflows that you can go ahead and start using today, all of which will automatically improve your use of HubSpot if you aren’t using them already.

    So here goes...


    Workflow #1

    Setting lead owners for new contacts

    What happens to new leads when they are generated through HubSpot? At the very least you should have form submission notifications set up to notify your marketing, sales and customer success teams when new leads and contacts are generated

    In addition to having these notifications set up, you should also have workflows configured to automatically assign leads generated to marketing or sales.  Here are three examples of how you might set this up:

    Example One:

    You have a list of qualified leads and want to automatically split and distribute them amongst your sales team.   

    First, create a new workflow and add a new action. Look for “Rotate Leads” action under the “Sales” section and add it to the workflow. The Rotate Leads action works in a “round-robin” style - add any number of owners to the rotation and they will be assigned the leads evenly.

    Using this workflow, every lead you generate will be assigned to one of the salespeople (specified lead owners) you have added to the rotation.

    Example Two:

    If you run a large business, you probably have someone in your marketing team - or perhaps a marketing and sales admin - who qualifies leads and delegates them to specific salespeople depending on what each lead needs.

    In this scenario, you should be setting your workflows up so that new leads are  assigned to your lead administrator, as this will allow them to qualify leads and hand them over to sales when required.

    Example Three:

    Using Inbound Marketing, you can attract and engage with potential prospects much earlier in the buying cycle than ever before.

    Of course, at earlier stages in the buyer’s journey, potential prospects might not necessarily want to speak to a salesperson.

    That said, there will, however, be a small percentage of website visitors and/or newly generated leads who do want to speak to your sales team right away.

    There will, however, be a small percentage of website visitors or newly generated leads who do want to speak to your sales team right away.

    On that basis, you need to have workflows set up so that if someone fills out a ‘contact us’ or a ‘request a quote’ form, they are immediately  put through to a salesperson who can follow up straight away. Don’t let your marketing to sales handover delay a hot lead who wants to talk to you!


    Workflow #2

    Qualifying out leads

    While most of the leads you generate through your Inbound Marketing activity will be legitimate, on occasion you will get the odd false lead, competitor submission or student looking to learn more about a specific industry.

    We’ve seen them all. Leads calling themselves James Bond or Mickey Mouse, false emails such as, and leads with mobile or phone numbers that most definitely don’t belong to any known network…

    You definitely don’t want your sales team following up and you definitely don’t want to include these people in your performance reports.

    First and foremost, you need to exclude any lead that has qualified out (leads that you don’t want to follow up with, e.g. competitors)  from any email activity and lead management. In addition to this, there are a number of fields in each lead’s contact record in HubSpot that you will want to clear or change.

    Lead owner - you should clear the property so that the contact no longer has a lead owner

    Lifecycle stage - you should clear and revert the lifecycle stage back to ‘other’

    Lead status - you should change the lead status to ‘closed’ - meaning that someone has run the lead and the lead doesn’t need to be contacted any further



    Workflow #3

    The handover from Marketing to Sales

    Inbound is working for you, website visitors are engaging with your content, and you are generating high-quality, qualified leads. But how do you turn qualified leads into real sales opportunities for your business?

    There are two main ways for you to move leads from marketing to sales and both can be done with workflows

    1. Lead scoring 

    Lead scoring is where you assign values (scores) to leads to help both marketing and sales to prioritise engagement and determine just how interested leads are. t. Scores are assigned to leads based on the actions they take on your website, including (but not limited to): amount of web visits, amount of page views,  amount of form submissions, which specific forms have they completed, where are they based, what industry are they in - the list is endless!

    If you have lead scoring configured, you can create

    a workflow to say ‘once contacts reached a lead score of X’, change these three properties:

    • Lifecycle stage - switch from marketing qualified lead (MQL) to sales qualified lead (SQL)
    • Lead owner - switch from marketing to one of your sales team

    Discover more about HubSpot's lead scoring and how it can improve your sales engagement. 

    2. Manual update

    The second method is to create a workflow which automatically updates specific fields in a contact’s HubSpot record when one specific property is changed. For example, you can set up workflows to say that if you switch a contact from marketing and give them a sales owner, their lifecycle stage automatically updates to sales. Similarly, if you update a lifecycle stage from MQL to SQL, you can force HubSpot to ensure the contact has a lead owner.

    Find out more about how sales and marketing alignment can optimise your lead qualification.

    Workflow #4

    The creation of deals for new opportunities

    So far we’ve covered generating new leads, qualifying out irrelevant leads, and moving leads from marketing to sales. Once leads are with sales, however, you need to create deals for new business opportunities. There are two levels of engagement at this point.

    The first is where sales are trying to reach out and start a conversation, perhaps a short five to ten-minute connect call has taken place and they are trying to book another call in. At this stage the salesperson may not have enough information on the lead’s budget, business position (whether they are a key decision-maker or not),  or the probability of this lead actually becoming a customer.

    The second is where an ‘opportunity’ or  ‘deal’ is created. What this means is that there’s a real business opportunity. You can put a projected value against it, you know who the decision-maker is, and there’s real chance of the deal becoming “closed” or  “won” in the near future.

    But how can you automate the process?

    Well, the first way is through HubSpot lifecycle stages. In HubSpot, you can create a workflow to automatically create a new deal for a lead (and their associated contacts and companies) the moment their lifecycle stage changes from SQL to Opportunity.  

    In addition, the system will force you to insert all relevant information e.g. predicted value, probability of close and much more.


    Workflow #5

    The “we’ve got a new customer” workflow

    The last workflow is the most exciting: new customers. What we want to avoid is new customers being created in HubSpot and nothing happening with them.

    The moment you generate a new customer, you need to be thinking about what to do next! Your engagement or lead management shouldn’t stop there!

    Using HubSpot’s workflows, and a starting criteria of lifecycle stage = customer, you can do many things:

    • Send a welcome email thanking them for becoming a new customer
    • Updating the contact’s lead owner from sales to customer success + account management
    • Update the lead status field to “closed” so that no other sales people will try and follow up
    • Send an internal email round to your email updating them on the new win

    As you can see, there are lots of different workflows you can build in HubSpot based on different scenarios and possibilities. The best way to think about workflows is as above: try and work out what workflows are needed at each step in your sales journey.

    You should have workflows in place to manage every aspect of the process - whether that’s managing new leads, handing leads over to sales, updating lead status or moving leads from an opportunity to closed/won. You want to reduce the amount of manual data updating wherever possible, and let HubSpot do the work for you.

    If you still need help, we run one and two-day lead management workshops. These workshops are specifically designed to help you plan and build out your lead management process in HubSpot.

    You can find out more information about these workshops here, or if you’d like to book some time with one of our team to speak further, you can do so here.

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