Engaging customers on social media, sending emails, optimizing websites for search engines, and running campaigns – there are endless marketing tasks.

As the market is evolving, so do the marketing processes. Doing these tasks manually can be tiring and prone to mistakes.

Fortunately, AI and other latest tools have made life easier for marketers. However, in a highly competitive market, you can't afford to miss any potential customers. That's where automation comes in handy.

According to a report by Oracle, marketing automation can increase the number of leads by 80% and boost sales productivity by 14%.

Let's understand what HubSpot marketing automation is and how HubSpot CRM helps streamline your marketing processes. 

What is Marketing Automation?

We get it – Your business is all about going the extra mile, which comes with handling big expectations. You have to stay on your toes to live up to those expectations.

Providing service around the clock means you can't afford to miss out on a potential customer, even if it's late at night. 

Here, marketing automation ensures you seize every opportunity to turn leads into customers. This tool efficiently manages your marketing tasks without errors. 

It simplifies sending personalized emails, scheduling social media posts, creating forms, sending surveys, analyzing reports, and automating follow-ups. Just integrate the automation software with your current CRM system to make it all work seamlessly.


HubSpot, one of the widely used CRMs, provides a strong marketing automation tool within its Marketing Hub. Boost your business productivity by sending the perfect message to the right people at the right moment.

With features like workflows, chatbots, and email triggers, this tool makes inbound marketing easier. Let's dig deeper into this tool's features, benefits and usage. 

Features of HubSpot Automation

HubSpot Marketing Automation includes various features to streamline and enhance your marketing efforts including email marketing, digital marketing and other inbound marketing processes. Here's a list of features that help in optimizing your strategies and delivering great experiences: 

1. Email Marketing

Create personalized emails and enhance their open and clickthrough rates with the HubSpot email marketing tool. With the customizable email templates, it allows you to create professional and mobile-friendly emails.

You can personalize your emails to boost email open rates and also create an automated workflow to send emails.


HubSpot also keeps track of how people interact with your emails. You can check reports on who opened your email, clicked on links, or even made a purchase.

2. Lead Nurturing 

HubSpot helps you gather information about the people interested in your products or services. These potential customers are called leads.

The marketing automation platform keeps track of their activities, like which pages they visit on your website or which emails they open. You can use this information to create personalized messages to their interests. 

3. Social Media Management (SMM)

HubSpot provides a dashboard where you can manage all your social media accounts in one place. It allows you to schedule your posts, monitor your channels for your brand mentions and track performance through key performance indicators such as reach, clicks and conversions.

HubSpot Automation Tool allows you to send or schedule posts from multiple social media networks.


With HubSpot Marketing Automation, you can plan your content strategy, ensuring a well-timed approach and better connection-building.

4. Automated Workflows

Automated workflows in HubSpot Marketing Automation take care of repetitive tasks. In HubSpot, workflows start with trigger events. You can set the triggers like someone filling out a form or clicking a link in an email.


Once the trigger is set, a series of predefined actions unfold.  This takes the form of a drip campaign, where a sequence of emails or messages is sent automatically. 

5. Chatbots

Chatbots are virtual assistants that engage with website visitors, capture leads and provide instant support.

When someone lands on your site, a chatbot can initiate a conversation, offering assistance or guiding them to relevant information. This immediate engagement helps capture leads and keep visitors engaged.

HubSpot's chatbots are equipped with the capability to qualify leads by asking questions and understanding the visitor's needs. This automated lead qualification process ensures that your sales team focuses on leads that are more likely to convert into customers.

6. Forms 

HubSpot makes it easy to create and customize forms without the need for coding. The platform offers a user-friendly, drag-and-drop interface for form creation. You can embed these forms on your website, blog, or landing pages. 

You can create automated workflows for HubSpot Forms by navigating to automation while editing a form. You can either choose from the recommended workflow or create your own to automate your forms.  

The information collected through forms is integrated with HubSpot's Customer Relationship Management (CRM) system. This ensures that your marketing and sales teams have a unified view of leads and can follow up effectively.

7. Analytics and Reporting

With HubSpot Marketing Automation software, you can view and analyze various performance metrics of your marketing efforts. It also allows you to create customizable reports as per your business goals.


Whether you're interested in lead generation, conversion rates, or social media performance, you can configure reports to focus on the metrics related to your objectives.

With HubSpot Reporting, you can export and share your reports, making it easy to collaborate with team members and stakeholders.

8. A/B Testing

With A/B testing, you can experiment with various elements of your marketing campaigns before making them live, such as email subject lines, content, images, or calls to action. 

A/B Testing further extends to automated workflows. HubSpot enables you to test variations of your automated workflows to identify which paths lead to better engagement or conversion rates.

Benefits of HubSpot Marketing Automation

HubSpot Marketing Automation Software offers multiple benefits for businesses looking to streamline and enhance their marketing efforts. Let's go through some of the key advantages: 

1. Increased Conversion Rates

HubSpot Marketing Automation helps businesses turn more people into customers. It does this by sending personalized and helpful messages to potential customers. Automated workflows nurture prospects through the sales funnel.

A sales funnel is the representation of a buyer's journey from being aware of a product or service to making a purchase. It's called a “funnel” because the number of potential customers decreases as they move through different stages of the buying process.

You can send targeted emails or set workflows per the buyer's journey stage.

2. Less Time and Lesser Allocation of Resources

HubSpot Marketing Automation helps make marketing tasks easier. It does this by doing most of the work automatically, like sending emails or organizing information.

Because things are more automated, the team can spend time with creative ideas and planning smart strategies for their campaigns.

3. Increased Team Efficiency

With automated workflows, teams can manage and track campaigns seamlessly, collaborate more effectively, and allocate resources strategically. This leads to increased productivity of employees and the business.

4. Improved Customer Retention

HubSpot Marketing Automation helps nurture existing customer relationships. Through personalized communication and targeted campaigns, businesses can keep customers engaged, informed, and satisfied.

This proactive approach to customer communication contributes to improved retention rates and fosters long-term loyalty.

5. Enhanced Customer Experience

HubSpot's automation enables businesses to deliver messages at the right moment. HubSpot looks at how people behave and what they like, and then it sends them relatable information when they're most likely to enjoy it.

This makes it interesting because they get the right information when they want it, improving their experience. 

6. Increased Revenue

The combined impact of higher conversion rates, improved efficiency, and effective customer retention strategies contribute to an increase in revenue.

HubSpot Marketing Automation aligns marketing and sales efforts, ensuring that leads are nurtured efficiently and shared with the sales team at the optimal time for conversion.

What impact does it leave on your Customers?

HubSpot's Marketing Automation solution leaves a significant positive impact on customers by transforming their interaction with a business. Through personalized and timely communication, customers experience a customized journey that feels uniquely designed for them.

The automation helps build trust and create a sense of reliability. It ensures that customers receive the right messages at precisely the moment they need them. This not only saves time for both customers and the business but also fosters consistency and reliability in communication. 

The targeted offers and recommendations based on customer's preferences enhance the value they derive from their interactions. 

Additionally, automation reduces friction in the customer experience and leads to higher satisfaction. Beyond individual transactions, the continuous engagement facilitated by HubSpot Marketing Automation strengthens customer relationships, encouraging loyalty and advocacy.

In essence, the impact is a more personalized, efficient, and satisfying journey for customers, creating lasting connections with the brand.

HubSpot Automation allows regular and continuous engagement, which helps strengthen relationships. This further encourages customer loyalty and advocacy.

In a nutshell, its impact on customers is more personalized, efficient and long-lasting. It ensures an error-free approach to building better customer relations and providing the best user experience. 

Tips to automate your Marketing Process

1. Know your audience

You must know your audience well. Understand their preferences, behaviors, and needs. This will help you create more personalized and targeted automated campaigns.

2. Start gradually

Don't try to automate everything at once. Start with one or two processes. Once you're comfortable, you can gradually add create more workflows for effective automation.

3. Set clear objectives

Define what you want to achieve with automation. Whether it's increasing leads, improving engagement, or boosting sales, having clear goals will guide your automation strategy.

4. Segment your audience

Divide your audience into groups based on common characteristics. This allows you to customize your messages more effectively, improving the impact of your automated campaigns.

5. Use personalization

Utilize personalization in your automated messages. Address people by their names, recommend products based on their preferences, and make them feel like the message is specifically for them.

6. Map buyer's journey

Understand the journey your customers take from awareness to purchase. Map out the stages and use automation to deliver the right content at each step, guiding them seamlessly through the process.

7. Integrate data sources

Ensure your automation tools are integrated with your customer relationship management (CRM) system. This provides a unified view of customer interactions and ensures accurate and updated information.

8. Perform A/B testing

Test different elements of your automated campaigns, such as email subject lines, content, or images. A/B testing helps you identify what works best and refine your strategies for better results.

9. Monitor analysis

Regularly check the analytics of your automated campaigns. Look at open rates, click-through rates, and conversion rates. Use this data to tweak and optimize your campaigns over time.

10. Deliver value 

Make sure that your automated messages provide value to your audience. Whether it's helpful information, exclusive offers, or relevant content, delivering value builds trust and engagement.

11. Stay updated

Marketing trends and technologies evolve. Stay updated on the latest developments in marketing automation to ensure your strategies remain effective and competitive.

What's your Automation Strategy?

Marketing Automation might seem challenging initially, especially if you're new to it, but it can help your business grow. It saves you time, energy, and money. While learning might take some effort initially, it's a one-time investment that pays off in the long run.

Many companies are quickly embracing automation strategies. The global market for Marketing Automation is expected to grow by 13.3% by 2025.

So, what's your plan for using automation to stand out in the market? Share your thoughts in the comments!

And if you need help with HubSpot services, feel free to contact us!

Frequently Asked Questions

Marketing automation helps automate repetitive marketing tasks, while CRM (Customer Relationship Management) is like a digital address book that helps manage interactions with customers. Marketing automation focuses on streamlining marketing processes, while CRM focuses on organizing and analyzing customer data.

Yes, marketing automation is very much in demand. Many businesses use it to save time, be more efficient, and create personalized experiences for customers. It's like having a helpful assistant that takes care of routine marketing activities.

Marketing automation can involve AI (Artificial Intelligence). It uses smart algorithms to analyze data, make predictions, and automate tasks. It's not a human-like intelligence, but it's a clever technology that makes marketing processes smoother and more effective.

Marketing automation is important because it helps businesses work smarter, not harder. It saves time by automating repetitive tasks, like sending emails or posting on social media. It also helps businesses understand their customers better, allowing for more personalized and effective marketing strategies. In short, it makes marketing more efficient and impactful.