4 Sales Workflows to Be More Productive in Hubspot
Posted: Sun Dec 22, 2024 10:14 am
Workflows in Hubspot play a leading role and ensure that sales and marketing automations are working optimally. Although there are many possibilities when it comes to creating workflows in Hubspot, we are going to compile some of the most commonly used ones in this article.
But first, let's briefly list the best practices when it comes to creating workflows in Hubspot :
1. Make sure that workflows based on contact owners are grouped into Hubspot teams . Sometimes you will need to create workflows that involve different contact owners (from the sales team, the thailand telegram marketing team, etc.). To avoid editing it every time someone leaves or joins a team, you can use Hubspot's teams feature to group users into their respective teams.
You can create teams in the Hubspot Settings > Users & Teams > Teams tab .
4 workflows for sales teams
Additionally, it is advisable that when someone joins or leaves the team, there should be an automated task to add them to the corresponding team. This way you will not have to update the teams with each change.
2. Consider re-enrollment triggers and Hubspot workflow enrollment merges . Re-enrollment triggers in Hubspot are crucial when you need a contact to go through a workflow multiple times. But not all triggers are suitable for re-enrollment.
Re-enrollment triggers are useful when you need to run certain global workflows for your company, regardless of whether a lead is in the system or not. For example, to notify every time a lead with a score of more than 50 completes a certain form.
3. Keep track of active workflows to quickly identify them . The first thing to do is to standardize them and start recording what each one does. This will help us identify, for example, workflows that we have duplicated and be able to merge them easily.
4 workflow templates that every sales team needs to create in Hubspot to be more productive.
1. Set up an automatic alert for your salespeople every time a qualified lead arrives .
First, determine what a qualified lead is for your company . Maybe it's someone who has a high lead score and filled out a form, or a contact with a certain profile (e.g. a manager) who has visited specific pages on your website, etc. The moment a lead is sales qualified, you should create a dedicated channel for them and include sales managers in it. This way, they will receive an instant notification when a new sales qualified lead comes in. Try to keep one channel just for these incoming notifications and use a separate one to handle the sale.
2. Known lead source to a custom deal lead source workflow .
This workflow helps with the task of building complicated dynamic dashboards. If you're familiar with Hubspot's reporting tool , you'll know that not all reports can be dynamically modified with the filters it provides. That's why it can be a good idea to create the primary contact source or associated UTMs as duplicate properties for all deals.
But first, let's briefly list the best practices when it comes to creating workflows in Hubspot :
1. Make sure that workflows based on contact owners are grouped into Hubspot teams . Sometimes you will need to create workflows that involve different contact owners (from the sales team, the thailand telegram marketing team, etc.). To avoid editing it every time someone leaves or joins a team, you can use Hubspot's teams feature to group users into their respective teams.
You can create teams in the Hubspot Settings > Users & Teams > Teams tab .
4 workflows for sales teams
Additionally, it is advisable that when someone joins or leaves the team, there should be an automated task to add them to the corresponding team. This way you will not have to update the teams with each change.
2. Consider re-enrollment triggers and Hubspot workflow enrollment merges . Re-enrollment triggers in Hubspot are crucial when you need a contact to go through a workflow multiple times. But not all triggers are suitable for re-enrollment.
Re-enrollment triggers are useful when you need to run certain global workflows for your company, regardless of whether a lead is in the system or not. For example, to notify every time a lead with a score of more than 50 completes a certain form.
3. Keep track of active workflows to quickly identify them . The first thing to do is to standardize them and start recording what each one does. This will help us identify, for example, workflows that we have duplicated and be able to merge them easily.
4 workflow templates that every sales team needs to create in Hubspot to be more productive.
1. Set up an automatic alert for your salespeople every time a qualified lead arrives .
First, determine what a qualified lead is for your company . Maybe it's someone who has a high lead score and filled out a form, or a contact with a certain profile (e.g. a manager) who has visited specific pages on your website, etc. The moment a lead is sales qualified, you should create a dedicated channel for them and include sales managers in it. This way, they will receive an instant notification when a new sales qualified lead comes in. Try to keep one channel just for these incoming notifications and use a separate one to handle the sale.
2. Known lead source to a custom deal lead source workflow .
This workflow helps with the task of building complicated dynamic dashboards. If you're familiar with Hubspot's reporting tool , you'll know that not all reports can be dynamically modified with the filters it provides. That's why it can be a good idea to create the primary contact source or associated UTMs as duplicate properties for all deals.