Is HubSpot’s Workflows a useful automation tool?

Curious about some of HubSpot’s Sales Automation Tools? Today we take a look at HubSpot Workflows:

The real question is why wouldn’t you use workflows?

Significant time can be saved by the automation of emails, tasks and even lead collection. Give your sales team time to focus on sales by removing manual time consuming and non-sales related duties. Emarsys, a customer engagement platform, recently said that automation can boost sales productivity by 14.5%, which then increases revenue.

“Use workflows to automate lead rotation and task creation, and streamline prospect follow-up with sequences.”

Sales Automation Tools

How often do emails slip through the cracks? Calls and tasks can go by with no action. This is the basis of HubSpot Workflows. Imagine the ability to automate follow up emails with personalized touches. Line up an entire series of emails and include tasks. Create templates in advance, so creating these sequences or workflows takes a fraction of time as your needs and responses change in time.

The ability to personalize automated emails by using personalization tokens allow you to add that human touch. We have learned through history that automation is a huge game-changer when it comes to gains in efficiency but we’ve also learned that there is criticality in having a personalized approach to customer engagements. Conventional wisdom would have us believe that we have to forgo one in order to gain in the other area.  However, HubSpot Workflows do all that and more.

HubSpot's Workflow Screen
Screenshot of HubSpot’s Workflow Starting Screen

Marketing Automation Tools

This is not just for sales, but also for marketing. Invespcro, Conversion Rate Optimization Experts, shared this great statistic: “80% of marketing automation users saw an increase in the number of leads using marketing automation software, and 77% had an increase of conversions.” No matter if it’s automation for your sales or marketing teams, the facts back up the claim that automation will more than likely help drive a greater volume of leads to your business.

“On average 51% of companies are currently using Marketing automation. With more than half of B2B companies (58%) plan to adopt the technology.”

 “The Ultimate Marketing Automation stats”. (2019)

Don’t get left behind. As the statistic above says, more than half of the companies out there are using the power of automation. Is your competition using this as a competitive advantage over you?


Hubspot’s Workflows module gives you the ability to automate so many workflows. It gives you control over how, what, when, and where you do it – on a scheduled basis, event-driven basis, or even ad hoc basis. Workflows are an automation technology that helps you set up your automation and use it for your custom purposes. 

Let’s have a quick overview of what you can use HubSpot’s workflows to do.

You can delay any action/s as well as setting up conditional logic to your workflows through if/then branches, enrolling contacts in other workflows and even triggering webhooks based on pre-defined policies. You can send internal, external and slack communications to your team, colleagues, managers or even customers.  An example of this could be sending your team an automated message message on Slack each time a new tester signs up or if there is a glitch in your SaaS platform.

HubSpot Triggers
Some of the Triggers you can select

You can change remove, edit, copy and delete properties and assign the contact owner based on policies influenced by best practices for your particular business. You can also remove or add the contact to a static list as well as adding or removing from an ad audience. There is so much more you can do when you get into each of those options.

Reporting and Workflows

Finally, as great as the workflows are, it’s important to check that they are being used effectively. This can be done by Reporting, whether it be through Reports or Dashboards.

Reporting allows you to be able to see the good and ugly of your automations including how successful your sales team is at converting these leads that come in via workflows. Our sales Reports can even send you a list of all the contacts that your sales reps should be working on as well as outstanding tasks.

This is vital to making sure that your sales team is using these workflows effectively by not just leaving it at that. This additional reporting step, is your checkpoint. Your validation point, to ensuring that all the effort put into defining workflows and automation, is actually producing the expected results. It illustrates where tweaks to your policies that trigger automations need to be made, or where some other symptom needs to be rectified. 

We believe that it’s important to take this additional step and to keep watching the results, otherwise your automations will be resigned to a one-off good idea that becomes stale and ineffectual after a while.

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