How to use HubSpot workflows for Marketing

HubSpot workflows are your secret weapon for automating marketing tasks, nurturing leads, and scaling your campaigns effortlessly. Instead of manually following up with leads or sending repetitive emails, workflows take care of the heavy lifting, so you can focus on strategy and results.

What Are HubSpot Workflows?

Think of workflows as if-this-then-that sequences that automate actions based on specific triggers. When a contact meets certain conditions, HubSpot automatically takes the next steps—whether it’s sending an email, updating a property, or assigning a task.

Examples of Powerful Marketing Workflows

1) Welcome & Nurture Series

Trigger: When someone fills out a lead form

✅ Actions:

• Send a friendly welcome email with a useful resource
• Wait 3 days, then send a follow-up email
• If they engage, assign them to a sales rep

2)Re-engagement Campaign

Trigger: When a contact hasn’t interacted in 90 days

✅ Actions:

• Send a “We Miss You” email with a special offer
• If no response in 7 days, send a follow-up email
• If still no engagement, mark as inactive

3) Event or Webinar Follow-Up

Trigger: When a contact attends a webinar

✅ Actions:

• Send a thank-you email with a re-play link
• Wait 2 days, then offer a related resource
• Assign to sales if they click on key content

4) Lead Scoring & Handof

Trigger: When a lead reaches a score of 50+

✅ Actions:

• Notify sales with contact details
• Move the lead to a new lifecycle stage
• Personalise future email outreach

💡 Pro Tips for Marketing Workflows

Keep it simple – Don’t overcomplicate workflows; focus on clear goals.

Personalise your messaging – Use contact properties to make emails feel human.

Test & optimise – Monitor performance and tweak steps for better results.

By leveraging HubSpot workflows, you can engage leads at the right time, scale your marketing, and drive real growth without the manual effort. 🚀