Welcome to the world of marketing automation… where the goal is to save time by automating prospect and client interactions, streamlining processes, and increasing efficiency!
In this blog, we're delving into the power of HubSpot's marketing automation features: workflows and sequences. Whether you're a HubSpot newbie or a curious marketer looking to elevate your strategies, you've landed in the right spot.
Automation Powerhouses: Workflows and Sequences
At the heart of HubSpot's marketing automation prowess are two game-changing tools: workflows and sequences. These tools don't just save time – they empower you to nurture leads, create personalized experiences, and boost customer engagement like never before.
Here’s how other companies use automation to get the most from HubSpot…
1. Workflows: Your Personal Assistant!
Think of workflows as your personal assistant... They're the brains behind automating marketing tasks based on specific criteria and actions and can also be used to automate internal processes.
First, choose the ‘trigger’ or what starts the workflow. This can be a criterion like form submissions, website activities, or specific contact properties.
Then, set a series of steps within your workflow, like automatically assigning tasks for sales and internal staff to follow up, deliver tailor-made content, set a list of properties with the click of one button and more.
Use the power of workflows so the right message reaches the right person at precisely the right moment – the ultimate marketing goal!
2. Sequences: Personalizing Sales Outreach
Sequences are a series of 1-2-1, sent automatically to your prospect or client. The result? Your sales reps stay in touch without missing a beat!
Beyond emails, sequences let you track open rates, click-through rates and even schedule tasks for your sales team – all within the sequence itself. It's like having an AI-powered sales assistant working to strengthen customer relationships.
NOTE: Sequences are only available in Sales Hub Pro or Enterprise subscriptions.
3. Workflows vs. Sequences: What’s the difference?
Workflows and sequences each have their own distinctive roles. Workflows are versatile powerhouses that cater to both marketing and sales needs. They're triggered by various criteria and can nurture leads throughout every stage of the buyer's journey.
On the flip side, sequences are strictly for sales activities. They are activated by specific actions, such as a contact opening an email or clicking on a link.
4. What HubSpot Plan is best?
Whether you're a growing startup or an established enterprise, HubSpot offers tailored plans based on your needs.
Want to leverage Sequences? Sequences are available in Sales Hub Professional and Enterprise subscriptions. Whereas workflows are available in both Sales and Marketing Hub subscriptions, however Sales Hub workflows are limited to Sales actions.
These tools aren't just about automation – they're about creating memorable customer experiences, nurturing leads, and maximizing sales opportunities.
Want to learn more? Book a chat today!