HubSpot workflows take the manual effort out of marketing, sales, and service tasks. By automating repetitive processes, you save time, improve consistency, and deliver a seamless experience for your customers. From lead nurturing and deal management to onboarding and internal notifications, workflows help you focus on what matters most – growing your business. Building a workflow is fast and helps trigger the right messages at the right time. Below are a couple of examples.
The first was used to manage sales enquiries.
The second was used manage and direct PPC downloads to the right regional sales manager.
Workflow can also be used to help clean up data, for example quickly adding or changing a database property when a criteria is matched. This can save hours of time for any business marketing professional.
