Whether you work in a company of two or two hundred, clean data is critical. Unfortunately, many companies do not have systems in place to ensure data is up-to-date, accurate, and strategic. How many times have you heard the following:
Inaccurate, incomplete, or just plain bad data can:
HubSpot workflows can help you automate sales, marketing, and service to ensure your CRM is clean, your customers are being tended to, and deals are moving forward. If you’re new to workflows, start with one example (below) at a time. When you get more comfortable, try combining and customizing for your company’s unique needs.
Pre-workflow tips: When choosing a workflow in HubSpot, choose whether the workflow is contact-based, company-based, deal-based, or ticket-based. Then, choose an enrollment trigger. This means choosing which action enters someone (or something, like a deal) into the workflow. Maybe it’s when someone fills out a form, or when a deal enters the “Prospect” stage.
Check out our favorite workflows to keep your HubSpot data clean, organized by CRM clean-up, marketing, and sales:
CRM Clean-Up Workflows
Save time and resources by automatically qualifying people for sales through workflows. Depending on the action you can create an “if/then” branch within the workflow.
Workflows are great for your CRM, your marketing team, your sales team, and the overall success of the company. And the best part: they are like a video game! Play around by customizing fields, working with “if/then” branches, and assigning tasks to teammates.
Need more help? Curious how workflows could help your company? Sign up for a customized training session with one of our professional HubSpot Administrators.