HubSpot’s automation features are designed to streamline operations, improve team productivity, and enhance the customer experience. With the right automation strategies, you can scale your business more efficiently and with greater precision. This blog dives into how HubSpot can help you scale faster.
As your business grows, automation becomes essential for scaling efficiently without compromising on quality or customer experience. HubSpot offers a wide range of automation tools designed to streamline your processes and support sustained growth. Here’s a quick look at the key automation areas that can help you scale:
Automate lead scoring and lifecycle stage updates to prioritise high-value leads and ensure they move through your pipeline seamlessly. This reduces manual tracking and ensures your team focuses on the right opportunities.
HubSpot enables automatic task creation, reminders, and internal handoff workflows. Deal stage nudges keep sales reps focused and ensure no opportunities are missed, speeding up your sales cycle.
Automate welcome sequences, follow-up surveys or reviews, and ticket assignments to create smooth, personalised experiences for customers from onboarding through support, helping you build stronger relationships.
Automate property management, data cleanup, and enrichment workflows. Plus, with team alerts for SLA breaches, you can maintain smooth operations and quickly address any issues before they escalate.
With automated report delivery, performance-based notifications, and real-time dashboard updates, HubSpot ensures you always have the insights you need to make informed decisions and drive your business forward.
One of the most powerful ways to drive growth is through targeted upsell and cross-sell campaigns. HubSpot allows you to categorise products in your product library, tag them to deal records, and then use those insights to identify clients who have purchased specific categories. You can set up workflows to nurture these customers or upsell them to complementary products based on their purchase history.
HubSpot’s custom code actions offer advanced functionality that goes beyond simple workflow automations. With custom code, you can:
Call external APIs (such as shipping, finance, or LMS systems) mid-workflow and update HubSpot properties with the response.
Perform complex calculations, such as prorated pricing or weighted scores.
Format or clean data before copying it into records (e.g., converting dates, fixing capitalisation, and adding phone prefixes).
Automate bulk record updates, like creating project folders or renewal deals.
HubSpot’s workflow automations can help you ensure that qualified leads are routed to the right sales rep based on product expertise or territory. By setting up automated notifications, sales reps are instantly informed when a new lead is assigned to them, ensuring timely follow-up. This leads to better lead management and faster conversion rates.
Data cleanliness is essential for accurate reporting and smooth workflow execution. HubSpot provides format data actions that allow you to standardise your data before it’s sent out. Examples include:
Standardising capitalisation (e.g., turning “lONdon” into “London”).
Adding or stripping phone prefixes.
Merging or splitting names into first and last name fields.
Cleaning email domains for easy routing and reporting.
Converting date formats to suit your system or calculating specific data points like age based on a birthdate.
If you want to know about these workflows in more depth, download our webinar "Automation Strategies for Scaling Businesses Using HubSpot". Or contact us today to see how these workflows can work for you.