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What are HubSpot Workflows? – A Simple Introduction for Beginners

By Dan Baum

What are HubSpot Workflows? – A Simple Introduction for Beginners

HubSpot: A great marketing software that helps you control all your marketing in one convenient spot.


HubSpot: A company that can't sit still.

Probably both! Everybody knows how great and innovative HubSpot's marketing and CMS software is, and they stay innovative by staying ahead of the curve. One of HubSpot's newer small changes, HubSpot Workflows, combines your segmentation marketing with your lead nurturing campaign. Workflows is a powerful new tool in HubSpot that makes nurturing your leads, managing your pipeline, and automating your marketing incredibly easy. They allow you to understand where your leads are in the decision making process, and what you need to do to make the sale. So what are HubSpot Workflows? How do you use them? Well, find out in this post!

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What are HubSpot Workflows?

Workflows are a HubSpot tool that works very closely with the lead segmentation tool so that you can create super-specific segmented lists that you can use to easily push leads through the sales funnel. You can create emails to send immediately to all your new leads. You can even get rid of leads if you just despise it so much. Or if hotmail users just don't convert! You can nurture busboys differently than CEOs. With Workflows, the possibilities are endless.

Why are HubSpot Workflows So Great?

Automation, automation, and automation. It's extremely simple to set up and completely unique. You select your conditions, then add email messages as steps. You can easily add as many email messages as you’d like to a workflow, set the amount of time you want in between emails (down to the minute), and analyze your results as the information flows in. You also can weed out all your unqualified leads so you aren't wasting time in the process.

What Else Can They Do?

Workflows are much more than just lead nurturing tools. They can help you automate common marketing processes, and move leads through your funnel in an efficient and scalable way. When your leads are asking you how much, Workflows can change their status automatically. When your customers are asking for invoices, Workflows can push them into your SalesForce. When you want to report to others your findings, Workflows gives you custom made analytics. Everything is possible with Workflows!

HubSpot Workflows brings your marketing, your lead nurturing, and your sales under one roof, and they are almost handsfree! It has to be the most dynamic aspect of the HubSpot system, all without lifting a finger!

Looking to get a better handle on your HubSpot software to get more out of your campaign? Give us a call at IMPACT and learn how we can help!

Free Assessment:

How does your inbound marketing measure up?
Take this free, 5-minute assessment and learn what you can start doing today to boost traffic, leads, and sales.


Published on August 31, 2012

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