HubSpot is a powerful tool for managing your marketing, sales, and customer service efforts and what makes it even more efficient is the automation it offers. For businesses looking to scale, save time, and boost conversion rates, automating key processes is crucial. Below are five of the most effective HubSpot automations that I’ve found to be game-changers for my clients:
1. Automatic Follow-Up Emails from Form Fills
When a lead fills out a form on your website, the last thing you want is for them to slip through the cracks. HubSpot allows you to set up automated follow-up emails to engage with your leads while they’re still interested.
- If someone requests a call, an automated email can confirm the request and provide a time frame for when you’ll be in touch or offer them a change to book in a time with you directly via the calendar.
- For form submissions that don’t involve a direct request for a call, you can send a personalised email acknowledging their interest and guiding them through the next steps.
This helps recapture their attention and ensures a seamless experience from the get-go.
2. Onboarding Emails for Newsletter Sign-Ups
Once someone subscribes to your newsletter, it’s essential to set clear expectations and provide value upfront. Instead of just thanking them, send an automated email that lets subscribers know what they can expect.
Highlight the best of your content that isn’t available elsewhere, making them feel like they’re already getting something valuable.By showcasing exclusive content or insights, you not only increase the chances of engagement but also start building a long-term relationship.
This personal touch makes subscribers feel special and more connected to your brand.
3. Lead Magnet Follow-Ups
Lead magnets, such as free eBooks, whitepapers, or guides, are a fantastic way to capture new leads. But it’s not enough to hand over the content and hope for the best. HubSpot allows you to create follow-up emails that:
- Ask for feedback on the lead magnet, which gives you valuable insight into what your leads are looking for.
- Provide additional resources that help move the lead further down the funnel. For example, if someone downloaded an SEO guide, you might follow up with an offer for an SEO audit.
This kind of targeted follow-up can significantly improve your conversion rates and ensure that your leads continue to engage with your content.
4. Lifecycle Stage Syncing
Lifecycle stage syncing is one of the most powerful automation features in HubSpot. It automatically updates a contact’s stage in the funnel based on their interactions with your business.
For example, once someone subscribes to your newsletter, HubSpot can automatically mark them as a "Subscriber" in your CRM.This automatic segmentation helps you tailor your messaging to the specific needs and interests of each lead, ensuring that you’re always sending the right content at the right time.
This is particularly helpful for managing large volumes of leads and understanding where each prospect is in their buyer journey.
5. Automated Marketing-to-Sales Handover and Routing
As your leads progress through the funnel, it’s crucial to know when they’re qualified and ready for your sales team. HubSpot allows you to set up automation that:
- Marks a lead as qualified based on actions they’ve taken such as requesting a call, attending a webinar, or meeting a certain lead score threshold.
- Routes these qualified leads to the right salesperson using various filters, such as territory or specific query type.
This automation ensures that your sales team only spends time on the highest-quality leads, which ultimately boosts productivity and conversion rates.
Bonus Automation: Rule Out Unqualified Leads
One of the most common issues businesses face is dealing with irrelevant leads, whether they’re spam, job seekers, or support inquiries that don’t align with your sales goals. HubSpot offers several ways to filter these out before they even reach your sales team:
- Automatically filter out leads based on common spam indicators in the form responses, such as certain keywords or geographic locations.
- Send automatic email responses to these leads to explain that your services aren’t available to them.
This simple automation can save your sales team a lot of time and energy that would otherwise be wasted on irrelevant inquiries.
Bonus Automation: Source Tracking
Tracking where your leads are coming from is essential for optimising your marketing spend. HubSpot automatically categorises leads based on the channels they came through - whether from your website, social media, or paid ads.
You can use this data to track which channels are most profitable and adjust your marketing strategies accordingly.
This kind of data-driven decision-making ensures that you invest your resources where they’ll have the most impact.
Ready to Take Your Automations to the Next Level?
These 5 HubSpot automations are a great starting point, but the real magic happens when we customise your systems to meet your unique business needs.
If you’re ready to optimise your workflow and make automation work harder for you, let’s connect!
Click here to book your discovery call and let’s make your HubSpot system work smarter, not harder!
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