It’s often useful to automatically send white papers or e-books offered as a sales pitch via email. Once a contact has confirmed the necessary double opt- in , you can initiate this workflow. Whitepaper and e-book This allows you to subsequently send follow-up emails to further guide your lead along the customer journey:
Trigger: To do this, create a workflow with the trigger criterion “Form submission” and select the respective form.
Action: Then set the action to “Send email” and select the previously created email with the white paper or e-book.
Now update the lead status in the workflow at the same time.
Read more here: From unknown visitor to lead – this is how it works!
Webinar Follow-Up
Create a workflow that automatically thanks participants of a webinar:
Trigger: To do this, select a contact-based workflow and set either luxembourg phone number library a list membership (webinar) or a property that you have set for participation in your webinar as the trigger.
Action: Then set the action to “Send email” and select the email you want to send.
Read more here: What makes a good webinar? Use these 8 valuable live tips
Filter employees from your CRM
You can use a workflow to filter your own employees from your Customer how an seo agency helps boost your business Relationship Management (CRM) system . Whitepaper and e-book The domain in the email address is the trigger criterion.
Trigger: Set the trigger factor to “Email address contains” and enter your specific domain.
Action: Then set the action to create new property and specify, for example, a contact property called “Internal”.
Read more here: Checklist: These are the 11 most important CRM functions
Conclusion
These automated process chains take so much work off your hands. Save time singapore data with workflows and feel free to explore the many possibilities HubSpot offers. Try HubSpot free for 14 days and see for yourself:
Try HubSpot now!