Company workflows are very useful for marketing, sales and customer service. Especially if your company is focused on closing business with other companies, that is, B2B. Business . These are the deals that are already being closed with both companies and contacts. Here you can condition your workflows according to the state of the business or the type of deal, etc. Quotes. It is available only in the Enterprise version of Sales Hub Enterprise. In this type of workflow you can configure if a quote approval is needed or trigger a series of activities when there is a change in the initial quote.
In this way, you can automate various activities of your sales team. Ticket. Only users who have access to the Professional or Enterprise version of Service Hub can use this type of workflow. It is useful Mauritania Email List you to ensure that you provide the best support to your customers once they contact customer service. conversations. It is useful to optimize your company’s communication with prospects and customers. There are many ways to use this type of workflow, for example, trigger notifications every time a chatbot starts,
Schedule Reminders Based On Conversations
Automatically generate tasks according to a conversation with customers, etc. Feedback Submissions. It is only available for Service Hub in its Professional or Enterprise version. It allows you to start a workflow based on the results of your customers’ feedback. That is, you can send them thank you or follow-up emails. It is also possible to offer personalized advice in case of complaints or request specific suggestions. Custom objects. It is available only for the Enterprise version of any module. It allows you to use some custom object as a trigger for more specific workflows.
You will be able to access these types of workflows depending on the modules and plans you have activated. Workflow Classification Guide to creating and implementing workflows with HubSpot Scheduling workflows in HubSpot is extremely fast if you have a clear goal. In this guide we will focus on creating a workflow for assigning follow-up leads to sales, through lead scoring. It will help you implement the creation of workflows in what your company needs. If you prefer the video format we leave you the video tutorial: And you can also read the tutorial on how to make a workflow in HubSpot:
The First Step Is To Log Into Your Hubspot
Portal so you can set up your workflows. In the new version of the HubSpot menu you can find it directly. But there are other versions of the software in which you must access the “automation” menu and select the “workflows” submenu Hubspot sales dashboard image Once inside this section, you will be able to view all the workflows you have designed, and evaluate whether they are being used or not. In addition to that you can access them to edit and adjust them. We will go to the “create workflow” button Screenshot workflow module in HubSpot, create workflow