Hubspot Automated Sales Marketing Workflow Strategy

Tags: HubSpot

Automated Sales and Marketing Strategy using HubSpot Marketing Pro. Learn how to connect marketing and sales processes

Last updated 2022-01-10 | 4.1

- Automate Welcome Workflow in Hubspot
- Create Email in HubSpot
- Create a Workflow in HubSpot

What you'll learn

Automate Welcome Workflow in Hubspot

Create Email in HubSpot

Create a Workflow in HubSpot

Create Sales Team Task

Create Deal in Sales Pipeline

* Requirements

* HubSpot Marketing Pro Version

Description

I am Salesforce Marketing Cloud Consultant, Salesforce Admin, and HubSpot Partner Certified with 5 years and more than 100 Marketing Automation projects experience. I work in Salesforce, HubSpot, Pardot, ActiveCampaign, and many such technologies for my clients.

I have designed this course to teach you HubSpot's Sales and Marketing Automation Workflow using which you can build a basic strategy for sending Welcome Email and create Deals and Tasks for Sales Team.

Whether you are a budding entrepreneur, an existing business, or even a mid-level company that is using various software and looking to make a switch to a new CRM. HubSpot is a CRM that offers you a lot of features that can scale up your business to a completely new level.

But I have seen many of my clients getting stuck in sending the first automated email. Sending the automated email in HubSpot is very easy. In fact, you can do it in just 15 minutes if you have all the assets ready.

In this course, you will be able to:

Create a Form Trigger
Create a Landing Page
Create a Welcome Email
Create a Workflow that sends the Welcome Email
Create a Deal stage in Pipeline
Assign Task to the Sales Team

After taking this class, you'll be able to craft your own Automated Sales and Marketing strategy that will help you achieve your business goals, foster authentic connections with your database and get a lot of free time to focus more on ideas than stay lost in manual tasks.

I would be posting more courses to explain other concepts as well, please stay tuned.

Who this course is for:

HubSpot Marketing Pro and Above Subscribers
Entrepreneurs Using HubSpot
Marketing Automation Beginners

Course content

9 sections • 9 lectures

Introduction 1 lectures

Introduction to HubSpot Marketing Sequence Preview 02:33

This is the introduction session where we will learn the primary objective of this course. Why do we really need to create a workflow in HubSpot and how to do it in HubSpot.

Step 1: Create the HubSpot Form 1 lectures

Lecture Preview 04:50

Steps to create a form in HubSpot. How different fields are brought together and how can it be embedded into a landing page.

Create Landing Page and Embed Form 1 lectures

Create Landing Page and Embed Form Preview 04:45

This is a critical step in making the form functional.

We can either embed it on the HubSpot landing page
On WordPress or any other CMS
Or use it as a standalone form

In this lesson we will create a landing page from available templates and connect the form.

Create an Welcome Email 1 lectures

Create welcome email Preview 04:52

This is similar to any other platform. A simple drag and drop email with a subject line. So that we can use it to send it through our workflow.

Setup Sales Team 1 lectures

Setup Sales Team Preview 02:34

Since we have to create a task for Sales Team to action on the incoming lead, we need to set up a sales team if not already setup.

Design Deals & Pipeline 1 lectures

Design Deals and Pipeline Preview 04:28

Deals are an important part of any sales automation system and company's sales process. However, it requires to be tweaked based on every business need. HubSpot also allows such tweaking. Here we would create one more stage in the pipeline so that any new contact can enter the pipeline as a new deal.

Workflow: Bringing it all together 1 lectures

Workflow Design Preview 09:11

So, this is where we connect all dots and make it fully functional. In this lesson we learn how to set up a step by step connection with all these elements we have created like Forms, Landing Page, Deals, Tasks, togther.

Testing Workflow 1 lectures

Testing Results Preview 04:50

In this section, we successfully test the workflow that we have created using our demo account. Here we fill the form on the landing page and make the automation enter the data in the CRM, Send Email, and Create Deals and Task. All this working together.

Whats Next 1 lectures

Whats Next Preview 03:07

So mostly once the deal is created, companies keep a track of the workflow performance and keep modifying it as per their needs from time to time. What other things you can do is listed here.