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The trigger can be any element or property defined for a specific contact, company or business opportunity. From there, different actions can be triggered such as sending a specific email, for example at a certain time for example, days after downloading certain piece of content from your website . We have prepared some specific examples of tasks to take advantage of automated processes. HubSpot Workflow Examples for Inbound Marketing . Assign leads to sales agents send internal notifications Every business needs to alert salespeople to new leads and have a system of internal notifications. In most cases, this "system" is sending an email directly to a team member. However, this can get quickly overlooked when work piles up or when you're not at work on vacation, out sick, etc.

Below, you can find a simple workflow to assign a lead from a request info form to a photo editing servies sales agent, and also send an internal notification to that sales agent, their supervisor, and any other involved parties. The process starts when a contact fills out the form. This is called the "enrollment trigger", which is the action that sets off the chain of events for the workflow. This is highly customizable and can include multiple triggers. Next, we designate a specific sales agent to handle these leads, in this case, John Smith. Within the HubSpot CRM, he is set as this lead's contact owner. Finally, we set up the internal notification alert.



Which will send an automatic email to the salesperson that contains all the information necessary to follow up with this lead. assign . assign . Image source HubSpot . Chatbot workflow for follow up via email or telephone HubSpot has made it easier than ever to include a digital chatbot on your website. You can even implement a simple chatbot for Facebook Messenger. However, you can't just set up your chatbot and leave it be; you also have to put some workflows into place. Discover the steps for doing so below. To start out our chatbot workflow, we will first set up a list that gathers all of our chatbot leads in one place, and one of our triggers will be that our lead is a member of this list.