HubSpot offers different levels of automation, from simple follow-up sequences to complex Workflows. Let’s take a look at their capabilities:
Workflows – the most advanced form of automation, available in professional and higher versions of HubSpot.
Sequences – linear automation, for example, connectable with Gmail and Outlook, ideal for personalized email campaigns.
for example, Follow-ups – a simple form of automation available for free. Many companies have no idea that they for example, can use Follow-up automation for free and effectively improve communication with customers.
What are workflows for?
Workflows are most often used to automate repetitive tasks hong kong phone number list and streamline work in CRM. Main uses include:
Automate internal processes – for example, assigning contacts and tasks, managing leads, or internal notifications.
Data management – automatic editing and updating of object properties, removal of duplicates and data synchronization.
Marketing automation – sending emails based on user interactions, managing campaigns, and scoring leads.
Integration (custom code, webhooks) – connecting Workflows with other systems, APIs and external services.
Chatbot automation – managing communication with website visitors and personalizing responses.
Automation of internal processes
What can be automated with workflows when it automations in how to create a business account on instagram? HubSpot comes to internal processes? They are most often used for:
Assign or rotate contact owners among team members.
Automatic creation of objects (contacts, tickets, companies) based on defined rules.
Copying information between objects (e.g. transferring data between contacts and companies).
Internal notifications when important milestones are reached, such as a change in deal stage or long-term inactivity of a contact.
Creating tasks for the sales team in response to key events.
Marketing automation
If you have a Marketing Hub Professional license, you have extensive possibilities for using workflows for marketing campaigns and creating newsletters and promotional emails in the drag and drop editor. In workflows, you can set:
Sending emails after filling out a form or other interaction.
Automated email sequences for lead nurturing.
Targeted communication based on lead scoring.
Ads audience management – adding and removing contacts virgin islands send from targeted advertising campaigns.
Other possibilities for using Workflows
for example, If you have the Professional version of Operations Hub, you get access to additional advanced features such as:
Bulk editing of properties based on filters – allows you to make changes to the data of a large number of records at once.
Merging contacts – e.g. with the same phone number (useful for removing duplicates).
Data formatting – automatic adjustment of properties, such as the correct format of phone numbers or email addresses.
Custom code and webhooks – connections to external systems and APIs for advanced automation integrated with external systems.
How to create a workflow?
2. Set the trigger – the workflow trigger can be, for example:
Filtered data – the most common way in which a workflow is triggered if a contact, company, or other object meets certain conditions (e.g., changing the deal stage, achieving a certain lead score, or filling out a form).
When a certain criterion is met (e.g., a contact property changes).
Timed triggering (for example, automated database cleanup every month).
Webhooks and custom events (for example, connection to external systems via API).
3. Define actions – workflows can perform various tasks, such as:
Send emails or internal notifications.
Create, update, or delete objects.
Add or remove contacts from marketing campaigns.
Run your own scripts using Custom Code.
4. Optimize and track reports – HubSpot offers clear reports for monitoring workflow efficiency.
5. Test and fine-tune – we recommend testing workflows on a smaller sample of data before deployment.
If you’re not sure where to start, HubSpot offers workflow templates to help you quickly set up common automations.