Best HubSpot Workflow Examples that will Nurture your Leads Better

If I am not wrong, most of us strive to send emails or messages by clicking time and again especially when the same mail or messages need to be delivered to various personnel at the same time.

In this competitive world, it is vital for everyone to buck up their speed, save their time and reach business standards by escalating the sales and revenue in the marketing era.

Now, you might be thinking about how to manage time besides maintaining your online presence? Thinking about it, you might be stressing over how difficult a task it is. If the answer is Yes, then need to Fret! I have a solution to this too.

If you are a regular reader of my blogs, then you might be familiar with the term HubSpot and its Workflow feature. If not, then Don't Worry. I will make you aware of HubSpot Workflows.

What is a Workflow?

Workflows are basically a set of automated actions that are executed automatically once the condition is defined. The process is started only when a lead enters a workflow. The workflow process goes off when the contact joins the list, enter the details, submit the form, visit our landing pages, set property, etc.

Once, you set workflows for some specific action like sending emails to the one who visits our blog or wants to avail some service; you need not write the same text again and again. Do you want to get rid of these problems? For this, you have to trigger the workflow, and the entire messages or emails will be delivered to the right customers at the right time.

Workflows are not just for sending emails; you can set the condition and automate the task as per your needs because there are different types of workflows that you can trigger to attract, engage, delight and nurture the leads.

Now, Let’s take a look at different types of workflows that you can utilize to trigger the “n” number of leads and nurture those leads better to upgrade your business productivity are:

  • Contact based Workflows
  • Company based Workflows
  • Deal based Workflows
  • Ticket based Workflows
  • Quote based workflows


image1-26If you are a newbie and don’t know about how to create HubSpot Workflows, then you can read my blog- The Definitive guide to HubSpot CRM. In this blog, you will get to know about steps to create HubSpot Workflows.

Hope, you have an idea that HubSpot Workflows are essential for lead nurturing. If still confused, need not worry, have a deep understanding about how HubSpot workflows can be used to nurture your leads better by reading-What is HubSpot Workflow? How to use it for Lead Nurturing?

Now, lets directly take a rundown at some of the best HubSpot Workflow examples which will help you to nurture your leads better.

5 HubSpot Workflow Examples For Lead Nurturing

You might be thinking why I am focusing on HubSpot workflow feature from the entire list of HubSpot excellent features. Here let me share my personal experience with you all how HubSpot Workflows helps me to nurture more leads and escalate my business productivity.

No doubt that I am working in Business and marketing world from a couple of years, but still I was facing problem in hiring a talented pool of candidates. When I got aware with HubSpot Workflow feature, I started Inbound recruitment campaign to attract, engage, and delight experienced and talented candidates within our organization.

It not only helped me to increase the number of employees within my organization but also elevate my revenue growth. I can say that the workflows which I have implemented to nurture lead “candidates” play a significant role to make Inbound recruitment campaign successful.

Let me share some HubSpot Workflows Examples with you, which helped me to nurture leads better and also, saw a tremendous growth within my organization.

Example-1- Digital Marketers Lead Nurturing Workflow

I have implemented the below discussed HubSpot Examples to nurture Digital Marketers those who are present in our HubSpot CRM. If you also want to engage and nurture more candidates( digital marketers) within your organization, then you can also create similar workflow into HubSpot and see a change in the number of digital marketers.

Firstly, I have set candidate role equals to Digital Marketer. All the digital marketers will receive a marketing email of the career blog post as per the condition defined in a Workflow.image2-22Email 1- In the first email, we have promoted the first 3 Digital Marketing career blogs in order to nurture leads that are captured from our inbound recruitment campaign. This email is more of an awareness level offer, which is sent at the beginning stage of the journey.

There are chances that the candidate (Digital Marketer) do not visit the link or avail the services; therefore, to delight those candidates, I have created email-2 with a delay of 1 day.image3-20

Email 2- In this email, other blog posts have been promoted or sent to the candidates who are interested in seeking professional services or products you offer. This email will help you to grab the candidates attention towards the services that they have missed in the first go.

Next action will be taken after a delay of 1 day.

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The process of workflow continues until 13 emails are sent to the candidates. This simple workflow not only helps you to nurture leads or hire Digital Marketer candidates but also enhances online Presence.

Example-2 Conditional Workflows for Lead Nurturing

As there are two sides of the coin, similarly the interest of people also varies as per their needs. By considering this in mind, I have created a conditional workflow to nurture hot leads to make them aware about web development career opportunities.

If you also want to nurture leads whether from a career perspective or from the client, then you can also implement the same workflow within your company and mark my words, you would be able to nurture the candidates easily and quickly.

At the time of setting enrollment trigger, I have set candidate role equals to Front-end Web Designer, WordPress Developer, or Back-end Web Developer.image5-9

Never forget to keep the hot leads or interested candidates into your mind before setting the condition.

Here, you need to engage the candidates who have already filled the form or subscribe to webdew career blog subscription to take the quiz.image6-7

Condition-1

If the candidate clicks on the added web development CTA, then they will receive an email of Web development test. If the condition is fulfilled, then it can be said that you have successfully nurtured your lead.

image7-8

Condition-2

But if the candidate has not clicked on the CTA, then they will receive the email to “take web development quiz”. If still, the candidate has not clicked on the CTA, then the workflow will not execute any action further.

If the aspirant clicks on the respective email and has taken the quiz, then they will again receive the email to take web development test.
image8-5

Example-3 Nurture leads through Deal based Workflow

I have also used deal based workflows to nurture the leads in a better way. By reading this example, you will also be able to create the workflow and automate the interview schedule accurately and in less time.

If your team members are spending more time on scheduling interviews, then, you should definitely consider this workflow to achieve the goals.

Let me share the in-depth procedure of deal based workflow to automate the interview schedule.

In the first step, I have set the deal stage to any of the interview scheduled ( Interview- pipeline- which is already created in our deals).

After setting the condition, I have added a delay of 5 minutes. Furthermore, added another action which is the email of “Thanks for Scheduling Interview with us”.

The primary objective behind automating this email is to let the candidate or aspirant know that he/she has successfully scheduled the interview with us. Moreover, this workflow will help you to engage the candidates and make a good relationship with them.

image9-4

Example-4 Contact based Lead Nurturing Workflow

If you are from a development background, then you might be aware of templates and modules. Yes, these are basically the pre-designed web pages which are purchased or downloaded by the people to create or redesign an optimized website in minimum time.

I have implemented this particular workflow to nurture those prospects who have downloaded our templates or modules that are available in the HubSpot marketplace. If you don’t have any idea about HubSpot templates, then you can read 7 Things to Consider before Purchasing HubSpot Templates from HubSpot Marketplace.

Now, let's know how Template download Workflow helps in lead nurturing.

In the first step, I have enrolled in the list of “members who have purchased templates from HubSpot marketplace”.

After setting the enrollment triggers, I have added the action of delay for 1 day.

image10-3

Later, the members added in the list will receive emails added below:

Email-

In the first email, I have added thank-you message for downloading HubSpot templates and also provided the link of the guide which will help them to install or customize the Templates without facing any challenge. Click here to check the guide. Furthermore, I have added a delay of 2 days.

image11-4

Email-2

After two days of the first email- people will receive another email of ebook landing page template download. It includes the link of other best practices to nurture and engage the leads. The objective behind sending this email is to encourage engagement and nurture leads in a better way.

Furthermore, I have added the next action for a 3-day delay.image12-3

Email-3

It is the last email which will be sent to prospects to make an interaction and help them grow with template editing services. This email shows that our team is ready to help them and offer them services whenever they want. It is just another way to engage them and make them aware of the services we provide.

After this email, the workflow will not execute any action further.
image13-4

Over to you

In the end, I would like to say that if you still want to know more examples regarding HubSpot Workflows, then you can also read 6 Essential Nurturing Workflows For Every B2B Company.

Hopefully, you get an idea about how you can use HubSpot Workflow feature to automate your activities and nurture your leads.

If you still have any doubts regarding the term HubSpot examples and how to implement the above-discussed examples within your organization, then feel free to visit our contact us page and get our expert advice.

Good Luck!!!

Danish Wadhwa

Danish Wadhwa is a strategic thinker and an IT Pro, with more than 6 years of expertise in the digital marketing industry. He is more than a results-driven individual, who is well-versed in providing high-end technical support, optimizing sales and automating tools to stimulate productivity for businesses.

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