10 Advanced HubSpot Workflow Automations Every Marketer Should Know

HubSpot's workflow automation is a game-changer for marketers looking to streamline their processes, improve lead nurturing, and optimise customer engagement.

By automating repetitive tasks, workflows free up time for marketers to focus on higher-level strategy while ensuring that no lead is left unattended. But beyond the basics, HubSpot offers a range of advanced automations that can supercharge your marketing efforts. Here are 10 advanced HubSpot workflow automations every marketer should know to boost efficiency and drive better results.

1. Lead Scoring and Assignment Automation

    

    

   
   Advanced marketers use HubSpot workflows to automate the lead scoring and assignment process. By assigning scores to leads based on their engagement with your content—such as downloading resources, attending webinars, or opening emails—you can automatically push high-quality leads to your sales team for immediate follow-up. Additionally, you can trigger notifications for sales reps or automatically assign leads based on region, industry, or deal size.
   
   By assigning scores, you can automatically push high-quality leads to your sales team for immediate follow-up.
   
   
   

2. Behaviour-Based Email Follow-Ups

   
   Rather than sending out blanket email follow-ups, HubSpot allows marketers to set up automated workflows based on specific user behaviours. For instance, if a prospect views a pricing page but doesn’t make a purchase, a workflow can be triggered to send a tailored follow-up email with a discount or more information. This personalisation helps increase conversions by addressing each lead’s unique journey.
   
   
   

3. Dynamic Content Delivery for Lead Nurturing

   
   HubSpot's workflows also support dynamic content delivery. As leads move through different stages of the buyer's journey, automated workflows can dynamically adjust the content sent to them. For example, when a lead progresses from the awareness stage to the consideration stage, HubSpot can trigger a workflow that sends them more targeted content, like case studies or product comparisons, keeping them engaged and nurturing them toward conversion.
   
   
   

4. Internal Team Notifications for Key Engagements

   
   Beyond external communication, workflows can also be set up to send internal notifications to your team when leads take specific high-value actions. For example, if a prospect schedules a demo or downloads a white-paper, the appropriate sales rep can be notified automatically, ensuring no opportunity slips through the cracks.
   
   Workflows can be set up to send internal notifications to your team when leads take specific high-value actions.
   
   
   

5. Automating Customer Segmentation

   
   Customer segmentation can often be a time-consuming task, but HubSpot workflows can automate this process. As leads take actions like signing up for newsletters, making purchases, or interacting with customer support, workflows can automatically update contact lists and segments. This ensures that every contact is placed in the right bucket for future outreach.
   
   
   

6. Event-Based Marketing Automation

    

   
   If your company runs events like webinars or conferences, HubSpot workflows can be set up to manage the entire event process. This includes sending automated registration emails, reminder emails leading up to the event, and follow-up emails post-event, all triggered by actions taken by the registrant.
   
   
   

7. E-Commerce Cart Abandonment

   
   For businesses with e-commerce operations, HubSpot workflows can automatically trigger cart abandonment emails. If a prospect adds items to their cart but doesn't complete the checkout, HubSpot can send a series of reminders, offering discounts or showing product reviews to encourage them to complete the purchase.
   
   
   

8. Social Media Engagement Tracking

   
   HubSpot workflows can also integrate with social media platforms. By setting up workflows that track social media engagement—such as likes, shares, or comments—you can automatically trigger follow-up emails, retargeting ads, or personalised offers based on social media behaviour.
   
   
   

9. Upsell and Cross-Sell Campaigns

   
   HubSpot workflows can help marketers automate upsell and cross-sell campaigns by targeting customers who have made recent purchases. Based on their purchase history, workflows can send automated recommendations for complementary products, personalised offers, or incentives to upgrade services.
   
   
   

10. Customer Re-Engagement Campaigns

    
    Over time, some leads may become inactive. HubSpot workflows allow you to automate re-engagement campaigns that are triggered if a lead has not interacted with your content in a specified period. These workflows can send personalised “We miss you” emails, offer discounts, or provide new content that may reignite their interest.
    
    Re-engagement workflow can personalised emails, offer discounts, or provide new content that may reignite customers' interest.

Automating Your Marketing for Maximum Efficiency

HubSpot’s advanced workflow automations are essential for marketers looking to streamline their processes, improve lead nurturing, and increase sales conversions. By implementing workflows for lead scoring, behaviour-based follow-ups, dynamic content delivery, and customer segmentation, you can ensure that your marketing strategy runs smoothly with minimal manual intervention.

Contact Woven today to explore how we can help you implement tailored HubSpot workflows to maximise your marketing efficiency and boost your bottom line.

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