April 29, 2024

How do I set up a workflow to nurture leads based on specific behaviors in Hubspot?

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Step 1: Log in to Your HubSpot Account

  • Navigate to the HubSpot homepage.
  • Input your login credentials and sign in.

Step 2: Access the Workflows Tool

  • From the main navigation bar, hover over "Automation."
  • From the dropdown menu, select "Workflows."

Step 3: Create a New Workflow

  • Click the "Create workflow" button.

Step 4: Select the Workflow Type

  • Choose "Contact-based" to nurture individual leads.
  • Click "Next."

Step 5: Define Your Starting Condition

  • Click "Set up trigger."
  • Choose the specific behavior you want to use as a starting condition (e.g., "Form Submission" or "Page Viewed").
  • Select the specific form or page related to the behavior you've chosen.
  • Click "Apply filter" or "Done."

Step 6: Add Actions to Nurture Leads

  • Click the "+" icon to add an action after the trigger.
  • Actions could include:
  • Send an Email: Choose a follow-up email to send.
  • Delay: Add a wait time before the next action.
  • Rotate Contact: Assign the lead to a sales rep.
  • Add any other relevant actions based on your lead nurturing strategy.

Step 7: Add Conditional Branches (Optional)

  • If you want to further segment leads based on their actions:
  • Click the "+" icon.
  • Choose "Branch" and then set conditions (e.g., "Has clicked email" or "Has not visited webpage").
  • For each branch, you can add different nurturing actions.

Step 8: Review and Test the Workflow

  • Before activating, review the sequence of triggers and actions to ensure they make logical sense.
  • Use the "Test" function, if available, to ensure the workflow operates as expected.

Step 9: Set Workflow Settings

  • On the top right, click on "Settings."
  • Unenrollment & Suppression: Decide if there are any conditions under which contacts should be removed from this workflow.
  • Notifications: Choose if and when you want to be notified about workflow activities.

Step 10: Activate the Workflow

  • Once you're satisfied with the setup and have tested the workflow:
  • Click on the "Review" or "Summary" tab to ensure everything is correct.
  • Click the "Turn on" or "Activate" button to start the workflow.

Step 11: Monitor and Adjust as Needed

  • Regularly check the performance metrics of the workflow.
  • Adjust triggers, actions, or delays based on the results to continuously improve lead nurturing.