(Must-Have) MarTech Stack for Digital Infrastructure

We can't add more hours to the day (yet!), but we can certainly help you save some! 🕒 How? HubSpot workflows.

In digital infrastructure companies, managing extensive databases and keeping track of numerous contacts can be challenging due to the large amount and complexity of the data. However, with improved marketing operations and simplified workflows, it streamlines the process and tackles the churn rate.

Check out the ones below and let us know which was your favourite in the comments.

HubSpot Workflows, that make life easy!

HubSpot workflows, with their wide array of options for automation, can be a game changer for your business growth strategy.

They can automate tasks across various business functions like sales, marketing, customer service, and billing, saving you hours of manual work. Maybe you can finally take up that cool hobby you've been thinking about.

Here are five HubSpot workflow examples that will help you grow (1cm a day!)

1. Form Submission

Form Submission → Consultation request form filled out on any page → Create Task → “[First Name], [Last Name] came in as a lead. Please grade them" → Assign to Contact Owner

2. Lead Source is Unknown

Lead Source is Unknown → First check Organic Search → Then check Paid Search or Paid Social Media → Then check Email Marketing → Then check Organic Social Media → Then check Referrals → Then check Other Campaigns → Then check Direct Traffic → Then check Offline → If the lead was found in any category, assign to Lead Source

3. Unengaged Contacts

Unengaged Contacts (not a member of unsubscribed) → Send Email (to reengage) → If clicks, engaged → Send to 1st Touch Point List → If not re-engaged, send another email in X days → Continue X day process until touch point created (clicked)

4. Re-engaging

Re-engaging - X day ago contact and it is not in any pipeline → Create Task of "Re-engage with [First Name], [Last Name]" → Send Email → Repeat X days after until clicked

5. Customer Journey / Anniversary

Customer Journey / Anniversary → Trigger: Became a customer date is more than X days ago and is less than X dates ago → There are active in the pipeline → Send Anniversary Email

These workflows are not just about automation, they're about improving the health of your data and engaging with your contacts more effectively. While creating workflows may seem daunting, these five essential HubSpot automation workflows provide a great starting point.

Finally, remember that the best results come from correctly implementing and using your tools. As your Partner Agency, we at Radial Path are here to ensure that you get the full potential out of HubSpot (in general your marketing plans).

You don't need to become a HubSpot expert to get up and running, if you need more help write to us at  hello@radialpath.com or check out Radialpath.com. We are always here to help!

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