8 Essential HubSpot Sales Workflows to Boost Your Company’s Sales

HubSpot Sales Hub

If you’re looking for ways to automate processes and increase your sales team’s efficiency, this article is for you!

 

However, it’s worth noting that these workflows are exclusive to HubSpot Sales Professional and HubSpot Sales Enterprise plans, as the free and Starter plans don’t include advanced automation features.

 

Let’s explore the 8 essential HubSpot workflows that will transform the way your team manages leads, creates deals, and engages with clients!

 

 

1. Automated Lead Distribution

A well-structured lead routing process is key to ensuring all leads are efficiently distributed among the sales team. Here’s how to set up this workflow:

 

Steps to set up the workflow:

  • Create a new contact-based workflow: Set the trigger as a contact form submission or demo request on your website.
  • Rotate leads among the sales team: Use the “Rotate Record Owner” action to equitably distribute leads among team members.
  • Create a task for the responsible salesperson: Notify the salesperson with an immediate task to contact the new lead, including customisation with the lead’s name and company.

 

2. High-Intent Page Notifications

When a potential customer visits a high-intent page, like the pricing page, it’s a clear sign of interest. This workflow will notify the sales team to act quickly.

 

Steps to set up the workflow:

  • Create a page view-based workflow: Set the trigger for URLs that contain words like “pricing.”
  • Add notifications and tasks: Notify the contact owner and create a task for the salesperson to follow up based on the visitor’s behaviour.

 

3. Automatic Deal Creation After Meetings

Streamline deal creation in HubSpot by automating new deals whenever a meeting is booked via scheduling links.

 

Steps to set up the workflow:

  • Use meeting form submissions as a trigger: Treat meeting links like form submissions to automatically create deals.
  • Set name, pipeline, and deal stage: Customise the deal name with the client’s name and set the appropriate pipeline and stage (e.g., “Consultation Scheduled”).

 

4. Missing Next Activity Notifications

Keep the sales pipeline active and organised by notifying the sales team when an open deal has no upcoming activity scheduled.

 

Steps to set up the workflow:

  • Trigger based on the absence of future activity: Set the workflow to trigger when the “Next Activity” property is empty.
  • Automatic task creation:: Allow a one-day grace period before creating a task reminding the salesperson to schedule the next action with the client.

 

5. Deal Close Date Update

It’s essential to keep close dates updated for accurate revenue forecasting. If a deal remains open with a close date in the past, this workflow ensures the salesperson is notified.

 

Steps to set up the workflow:

  • Trigger based on past close date: The workflow activates whenever the close date is before the current date, and the deal is still open.
  • Immediate notification and task: Notify the deal owner to update the close date promptly.

 

6. Automatic Deal Update to Closed and Won

Whenever a payment or signed contract is received, the deal should automatically be marked as “closed and won.” This workflow removes the need to do this manually.

 

Steps to set up the workflow:

  • Trigger based on proposal signature or payment received: Set the workflow to trigger when a payment is registered or a proposal is signed.
  • Automatically update deal stage: Move the deal to the “Closed and Won” stage in the appropriate pipeline.

 

7. Slack Notification When a Deal is Closed

Celebrating wins is important! Notify the whole sales team with a message on Slack (or other communication platforms) whenever a deal is won.

 

Steps to set up the workflow:

  • Trigger based on closed and won deal: Set the workflow to trigger when the deal stage is changed to “Closed and Won.”
  • Send a notification to Slack: Set up a custom message in the team’s channel, including the deal value and client’s name. You can even add a fun GIF to celebrate the win.

 

8. Workflow for Reactivating Inactive Leads

Often, leads who interacted with your company in the past may end up inactive or lose interest. This workflow automates the process of reactivating those leads, sending reminders and personalised content to encourage them to re-engage with your business.

 

Steps to set up the workflow:

  • Set a trigger based on lead inactivity: Use the “Last Activity Date” property to identify leads without interactions (emails, calls, meetings) for, say, 90 days.
  • Send a series of automated emails: Create a sequence of personalised emails to try re-engaging the lead. Emails might include relevant content, like new products, case studies, or special offers.
  • Create a task for the salesperson: If the lead doesn’t respond after the emails, the workflow can automatically create a task for the salesperson to try a direct re-engagement, either through a call or a personalised email.
  • Segment the audience based on previous behaviour: Customise the email or action content based on the lead’s past interactions (e.g., the lead visited the pricing page or downloaded an e-book).

 

Why Use HubSpot Sales Workflows and Choose SmartLinks to Help?

 

 

 

These 8 workflows are essential for any sales team using HubSpot Sales Professional or Enterprise, as they allow you to automate critical tasks and reduce sales reps’ manual workload.

 

With more free time, your team can focus on what really matters: being strategic, closing deals, and increasing your company’s revenue.

 

At SmartLinks, as a HubSpot Gold Solutions Partner, we help implement these and other workflows to maximise HubSpot’s performance.

 

If you’re looking to optimise your sales processes, talk to us!

 

We specialise in turning HubSpot into an even more powerful tool for your sales team.

 

 

Autor

  • Rui MartinsPartner

    Rui Martins is a skilled professional with over 20 years of experience aligning Sales and Marketing, specialising in Digital Strategy and Distribution for B2B and B2C sectors, particularly in Hospitality and Tourism.
    At the Pestana Group, Rui’s experience included managing global online accounts and online distribution for the Group's European and American hotels. As Partner & Co-Founder of SmartLinks.pt, he has established the agency as a digital leader in Portugal. Naturally curious, he stays up-to-date with the latest trends and tools on the market. This enables him to analyse any business within minutes and quickly suggest the most suitable marketing strategy.
    Connect with Rui Martins on LinkedIn.

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