If you are planning to create an automated workflow in HubSpot that will allow you to convert more leads in less time, then you are at the right place. 

Well! Capturing the visitors from one stage to another is not a cakewalk. One needs to put their extra efforts to strategize, plan and implement. But HubSpot workflows makes this task effortless.

If you are on this blog, then there are chances that you might be looking forward to building good relations with the visitors and converting them into leads using HubSpot workflows for the first time. 

But need not worry! In this article, I will discuss the importance of HubSpot automation besides some HubSpot workflow tips that will help you create effective workflows effortlessly and in less time. 

Now, without any further discussion, let's dive into this article to have an in-depth understanding of lead nurturing using HubSpot workflows. 

Importance of Automation in HubSpot 

Now think about the email you tend to open. In most cases, all the emails you receive are relevant to you and your interests. If you see the business emails in your inbox, there are chances that these are received from a business automation tool. 

Without moving further, let's first know what automation is all about.

The automation software's primary goal is to automatically process actions like sending emails, assigning contacts, etc. With automation, you will be able to nurture prospects with highly professional and customized content that further help you convert leads into potential customers. 

Yes! It is all about providing the right content at the right time to the right audience. If you follow the same strategy, you can quickly achieve your business goals without any hassle.  

Now let's discuss how you can automate the tasks in HubSpot.

Well! Workflows are an amazing feature of HubSpot CRM, commonly known as the set of actions that are triggered on the basis of the contact information as well as their behavior. 

If you really want to make your HubSpot workflow successful, it is essential to align it with your lead nurturing strategy. It is a process where you build relations with prospects so that you can easily earn their business when they are ready to avail the services. 

All the information you gather after submitting a form or evaluating the contact's behavior can easily segment the contacts based on whether the contact opens or closes the email. Furthermore, it will help you create a personalized marketing experience. 

Thus, by using HubSpot workflows in the lead nurturing process, you can automate your inbound strategy, enhancing your productivity. 


Source: HubSpot

Now that you understand the importance of automation in lead nurturing, let's discuss some uncovered ways that will help you create lead nurturing HubSpot workflows without any hassle. 

Best Practices for Lead Nurturing Workflows 

There are no two opinions that email marketing campaigns are essential for your business success. After all, making strong relations with the customers is highly recommended as it will allow the prospects to make a purchase when they need it. 

But whenever you create workflows, make sure you do the below-mentioned things:

  • Contact Segmentation: Contact segmentation is important as it will help you avoid sending emails to contacts who might mark your emails as spam. If you segment your contacts accurately, then you will be able to target the right customer and engage them by sending the right content at the right time.
  • Email creation: Whenever you include emails in your lead nurturing workflows, make sure you consider the best practices like providing educational content, usage of personalization tokens, keeping goals in mind while creating emails, and many more. 

Now that you have decided your target audience and who you want to enroll, and created emails that you want to include in your workflows. Let's take a rundown at the best lead nurturing practices that you should always keep in mind while creating a HubSpot workflow.

1- Strategize your Workflow

If you want to create a fantastic workflow that can be successfully turned on in the first attempt without any problem, I recommend you always plan your workflow on paper before building it in HubSpot. It will help you get a comprehensive view of your workflow and allow you to perform the task successfully and in less time. 

In this particular step, you also collaborate with your team members to make the best decision and know which will help you convert more leads. Indeed, creating workflows and turning them on is a big decision, so make sure both you and your team are confident about how it is created or set up. 

2- Define your Objectives/Goals

If you want to get the most out of your HubSpot workflow then before creating one, make sure you define the goal of the workflow and understand why you are creating it in your HubSpot account. 

If I talk about myself, then I usually create HubSpot workflows to capture leads, convert it from one stage to another and inspire them to take specific actions such as asking for a demo, etc. You also might be the one who aims for the same objective. 

If you have a goal before setting up the HubSpot workflow, then you can easily analyze the reports that determine whether your created workflow is successful or not. 


Source: HubSpot

Well! There are two types of goals that you can define while creating a HubSpot workflow, including Quantitative goals and Qualitative goals. So, always identify your goals before creating or setting up a workflow for nurturing quality leads. 

3- Don't forget to choose Time Delays


Source: HubSpot

Another tip that will help you nurture more leads by creating perfect workflows in HubSpot is adding accurate time delays in your tasks added in workflows. 

To follow this tip accurately think about the habits of your prospects. 

  • Which is the right time to reach your prospects? 
  • How often do you reach your prospects? 
  • How often do your prospects respond to your emails? 

Yes! Timing plays a crucial role when it comes to nurturing prospects. Also, it is important to send enough information without bombarding the emails. 

Now you might be thinking about what should be an average time delay that one should consider while creating workflows. As time delays depend on your audience's interest, but on average, it can be around 1 -2 days. So, don't forget to add time delays while creating workflows. 

Useful reading- Delay a workflow until a day or time

4- Test your Workflow before turning on to make Adjustments

If you don't want to take any risk after turning on your workflow, then make sure you test your workflow before you trigger. 

The best part about HubSpot is that you get a clear idea about how your emails are performing and which need to be improved so that it becomes easy to engage in more contacts.

Furthermore, if you feel like doing any updates, it's the right time to take action because once the workflow is turned on, it cannot be stopped until it is processed completely. 

This step will make your HubSpot workflow more powerful and allow you to nurture more leads in less time. So, if you are using HubSpot workflows for lead nurturing, it will save your time and help you provide an excellent experience to your prospects and keep them engaged.


Source: HubSpot

In a Nutshell

Indeed, creating a lead nurturing campaign using HubSpot workflows is one of the easiest and effective ways to achieve the objectives. But it's also true that creating a workflow is not a cakewalk. 

But, if you will keep the above-mentioned points in mind, then it would be effortless for you to create powerful lead nurturing workflows in HubSpot without any hassle. 

Still, if you have any second thoughts and want assistance in creating lead nurturing workflows, feel free to contact us.

Our HubSpot professionals are there to help you 24*7. 

Frequently Asked Questions

Nurturing leads in HubSpot involves several steps. First, determine the goal of your lead nurturing campaign. Next, identify the specific audience you want to nurture. To be effective, you must understand the various stages in your buyer's journey. Then, create and share educational content tailored to each stage. Lastly, establish a B2B campaign using email lead nurturing workflows, guiding your leads through their journey and ultimately converting them into loyal customers. This process helps build strong relationships with potential customers and assists them on their path to making a purchase decision.

Lead nurturing involves building and maintaining strong relationships with potential customers. One effective strategy is email marketing, where you send regular, helpful emails to stay connected. Another way is through social media, where you engage with leads through posts and ads. Providing valuable content is crucial; this can be in the form of articles, videos, or resources. Additionally, personal sales calls allow for direct interaction and addressing specific needs. Lastly, don't underestimate the power of direct mail, as it can provide a tangible touchpoint in a digital world. Remember, balance is key—maintain consistent communication without overwhelming your audience.

A great way to connect with potential customers, as recommended by HubSpot, is to use HubSpot Conversations. This tool allows you to build strong connections with leads on the platforms they like, such as email, chatbots, live chat, or messaging apps. Additionally, you can employ conversion tools like CTAs (Call-to-Actions), forms, and lead flows to gather information from visitors to your website. By doing so, you can engage with leads effectively and nurture relationships, ultimately driving business growth.

A HubSpot lead flow is like a digital helper on a website. It's a pop-up form created in HubSpot that you customize to appear when visitors come to your site. This form can do two things: collect important information from visitors instantly or guide them to special pages with valuable content or exclusive deals. It's a tool businesses use to engage with potential customers and turn website visits into leads or guide them to valuable resources.