Top 10 HubSpot Automations Every Business Needs

Top 10 HubSpot Automations Every Business Needs

HubSpot is a powerhouse for automating repetitive tasks and streamlining workflows, allowing businesses to focus on growth. Whether you're new to HubSpot or looking to optimize your CRM setup, these 10 automations are essential for every business.

1. Welcome Email Series

Why it’s important: First impressions matter. A well-crafted welcome email sets the tone for your relationship with new leads or customers.
How to implement:

• Trigger: A lead submits a form or signs up for a newsletter.
• Action: Send a personalized welcome email with helpful resources or next steps.

2. Lead Scoring Automation

Why it’s important: Not all leads are created equal. Automatically score leads based on their behavior, helping your sales team focus on high-quality prospects.
How to implement:

• Set criteria such as email opens, page views, or form submissions.
• Use HubSpot’s lead scoring to assign points and segment hot leads for follow-up.

3. Cart Abandonment Follow-Up

Why it’s important: Recover lost revenue by reminding potential customers of their abandoned carts.
How to implement:

• Trigger: A lead adds items to their cart but doesn’t complete the purchase.
• Action: Send a follow-up email with the abandoned items and possibly a discount code.

4. Customer Feedback Requests

Why it’s important: Gathering feedback helps improve your offerings and demonstrates you care about your customers’ experience.
How to implement:

• Trigger: A deal is closed or a ticket is resolved.
• Action: Send a survey or feedback form via email.

5. Internal Notifications for Hot Leads

Why it’s important: Your sales team should act quickly on high-intent leads.
How to implement:

• Trigger: A lead visits a pricing page or downloads a key resource.
• Action: Notify the assigned sales rep with lead details via email or Slack.

6. Meeting Reminder Emails

Why it’s important: Reduce no-shows by reminding clients or leads of upcoming meetings.
How to implement:

• Trigger: A meeting is scheduled through HubSpot.
• Action: Send automated reminders 24 hours and 1 hour before the meeting.

7. Upsell and Cross-Sell Campaigns

Why it’s important: Retain customers and increase revenue by offering complementary products or upgrades.
How to implement:

• Trigger: A customer purchases a product or service.
• Action: Send tailored recommendations based on their purchase history.

8. Lead Nurturing Workflows

Why it’s important: Guide leads through the buyer’s journey with relevant content.
How to implement:

• Trigger: A lead downloads a resource or attends a webinar.
• Action: Send a series of emails with educational content and CTAs.

9. Deal Stage Automation

Why it’s important: Save time and ensure consistency by automating tasks based on deal stages.
How to implement:

• Trigger: A deal moves to a new stage in your pipeline.
• Action: Assign tasks, send emails, or update properties automatically.

10. Re-Engagement Campaigns

Why it’s important: Win back cold leads by reigniting their interest.
How to implement:

• Trigger: A contact hasn’t interacted with your emails or website for a set period.
• Action: Send a “We Miss You” email with a special offer or new content.

Conclusion

HubSpot automations save time, improve efficiency, and enhance the customer experience. By implementing these workflows, you’ll not only streamline your operations but also drive revenue growth.

Need help setting up these automations? Contact us today to optimize your HubSpot setup!