🚨 HubSpot 101: Advanced Workflow you NEED to Implement 🚨
What I love the most about hashtag#HubSpot is how easy you can automate certain mundane tasks to keep the CRM data in a healthy standing.
There’s a few workflows below that can help with this and to make it a bit more complex you can add all of these into one single workflow to automate the backend data.
This workflow is broken down into a few parts.
The first part is relating the lead status and lifecycle stage of the contact record in HubSpot.
No matter how your team is using demand generation to acquire new customers/clients (Outbound Prospecting, Networking, Paid Ads, Organic Reach, etc.) you will need to track the progress of every potential prospect to stay on top of the low hanging fruit.
In HubSpot, you will track this with Lead Status and Lifecycle Stages.
As the prospect progresses through the lead progression, you will update each stage.
What tends to happen at times is both of those data points might not get updated by the team which leads to those opportunities being forgotten about/put on the back burner.
To overcome this, you can create this workflow to keep the CRM hygiene clean.
In the workflow section of HubSpot, once a connected call or positive email response is recorded on the contact record select Lead Status to change to “Engaged”.
Once a meeting is scheduled, select Lead Status to change to “Meeting Scheduled” and Lifecycle Stage to change to “Sales Accepted Lead/SAL”.
As the prospect progresses further down the pipeline, you will follow the same path as adding in “Sales Qualified Lead/SQL” once a prospect is BANT qualified. For this part to automate, you will need to input a designated custom field on the Contact Record that would automate this stage once selected.
Then onto Opportunity and finally to either Closed Won or Closed Lost.
To make this workflow more complex, you will also add in the same steps to take place on the Company Record that the prospect belongs to.
By implementing this workflow, it will increase the chances your CRM hygiene is staying healthy and keep the low hanging fruit top of mind.
From this workflow, you can create a multitude of reports and contact views in HubSpot to further increase the chances your CRM hygiene stays healthy.