Maximize Your HubSpot Investment
HubSpot is one of the most powerful CRM and marketing platforms available, but many businesses only scratch the surface of its automation capabilities. Here's how to get more from your HubSpot investment.
Essential HubSpot Automations
1. Lead Assignment Workflows
Automatically route leads to the right sales rep based on:
2. Deal Stage Automation
Trigger actions when deals move through your pipeline:
3. Customer Onboarding Sequences
Welcome new customers with:
4. Re-engagement Campaigns
Automatically nurture cold leads with:
Advanced Tips
Use Branching Logic
Create sophisticated workflows that adapt based on contact behavior and properties.
Leverage AI Features
HubSpot's AI can help with:
Connect External Tools
Use HubSpot's integrations or platforms like Make/Zapier to connect with other tools in your stack.
Common Mistakes to Avoid
Conclusion
HubSpot automation can transform your marketing and sales operations—but only if implemented thoughtfully. Start with high-impact use cases and expand from there.
Need help optimizing your HubSpot? Get in touch.