![]() Nurture Emails Based On Activity Other Than Form Submissions Regardless of which you choose, make sure your sales team is constantly checking that channel for hot leads who they should follow up with. ![]() With leads rotated between your sales team, next setup an alert to the new contact’s owner for immediate follow-up. Choose specific salespeople to rotate leads between, or if teams are set up in HubSpot already, evenly rotate it between the team members. Or overwrite the contact owner with the new owner. If the contact owner is known, keep the owner there, but have the workflow skip to the next step. The next step is to put in the action to rotate the contact between the salespeople you choose. The easiest method to catch all sales-ready leads is to trigger the workflow lifecycle stage “Sales Qualified Lead.” A million different actions may contribute to a lead being considered an SQL, but for the purpose of this workflow example we assume you covered that already. This is easily handled by creating a simple workflow in HubSpot using the “rotate contact to owner” function. Please note: this rotation functionality will require you to have a Sales Hub Professional, Enterprise, Service Hub Professional, or Enterprise account. Unless you employ only one salesperson, your leads need to get evenly distributed throughout your team to keep things fair. ![]() When a hot new prospect comes in, your whole team is most likely chomping at the bit fighting over the fresh inbound lead you worked so hard to generate. Lead Routing with Rotation HubSpot Workflow Example leads are withheld from the rest of the nurture workflow. If your reps are actively working all leads, put in an “if/then” branch so all SQLs, lead status = open, etc. To do this, set a delay after the first email - typically 3 business days - then send another email out to the lead. This workflow can also turn into a nurture workflow promoting more relevant or related content to the downloaded asset. The action after it will be to send an automated email to the lead that: The trigger for this workflow is the form submission. Pro tip: if you’re having issues with leads putting in fake emails just to get to the thank you page and download the asset, have the asset delivered only by email. This also offers you the opportunity to have a secondary call to action in the email. While your form may redirect to a thank you page with a link to download the final asset, it’s best practice to also have a “thank you” email deliver that asset to their inbox, as well. Regardless of which industry you’re in, it’s extremely likely you keep downloadable content on your website behind a form. Basic Asset Delivery HubSpot Workflow Example Here I break down my top five most used HubSpot workflows I believe every business, no matter the size, should implement. In fact, marketing automation leads to a 14.5% increase in sales productivity! While it may seem like heavy lift in the beginning, the time saved is huge - along with the actual return on investment. Workflows, however, are leveraged to do so much more for your sales and marketing team. An easy way to remember the difference between the two: workflows are typically on the marketing side and sequences deal with one-to-one sales communications.īoth send emails. It’s important to note the difference between “workflows” and “sequences” in HubSpot. With the many different ways to set up your portal and customize it for your business needs, there comes an increasing need to automate everyday tasks and processes that eat away at your time.Įnter: HubSpot’s powerful workflow automations. HubSpot is a powerful tool capable of handling nearly all of your sales and marketing needs.
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