Below is an advanced HubSpot workflow example that is designed for specific organizations and specific tasks. It will give you a general idea of how to enroll contacts into a workflow and what steps to execute. It is important to understand that advanced workflow does require that your HubSpot data is well maintained and lifecycle processes are aligned with your sales and marketing processes.
Please watch the short video to understand before attempting this workflow
Please note: while sales professional users have access to workflows, the examples below require a marketing professional or enterprise subscription.
This workflow example we call "Generate SQL Appointments for Sales Team" is used to maximize the conversion rate for appointments for your sales team. The workflow objectives are;
We recommend two emails. First is the initial offer to the landing page, then a second email will be sent 7 days later to everyone who did open the first email.
Pro Tips: Use the same text body for both emails and change the email subject line for the second email (i.e. did you miss this?)
Create a static list "D-SQL Offer October - Static List" of the all SQL contacts that you will send the email offer. Normally, this will be all contacts in your SQL Contacts smart list. (Our example is "D - SQL Contacts" or you can use any group of contacts you like).
Ensure you have a smart list that will successfully track contacts who engage with your sales team. (In our example we are using the smart list called 'D - Opportunities & Customers - Exit WK' that tracks when a contact becomes an opportunity or customer).
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