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How to use HubSpot workflows for Sales

Use HubSpot workflows to automate lead assignment, follow-ups and deal progression—saving time and helping your sales team close faster.

HubSpot workflows aren’t just for marketing—they’re a powerful automation tool for sales teams, helping you streamline follow-ups, assign leads, and keep deals moving through the pipeline. With the right workflows, you can reduce manual work, improve response times, and close deals faster.

 

How Sales Teams Can Use HubSpot Workflows

Workflows allow sales teams to:

✅ Automate lead assignment – Ensure new leads go to the right reps instantly.

✅ Send timely follow-ups – Trigger emails or tasks based on a prospect’s actions.

✅ Keep deals progressing – Move deals through the pipeline automatically.

✅ Track engagement – Get notified when a lead opens an email or views pricing.

 

Examples of Sales Workflows

Lead Assignment Workflow

Purpose: Automatically assign new leads to sales reps based on territory, industry, or company size.

How it works:

  • A new lead fills out a form.
  • The workflow checks their location or company type.
  • The lead is assigned to the appropriate sales rep.
  • The rep receives an instant Slack or email notification.

 

Deal Nurture Workflow

Purpose: Keep deals moving by automating follow-ups and reminders.

How it works:

  • A deal moves to the “Proposal Sent” stage.
  • The workflow waits 3 days, then sends a follow-up email.
  • If there’s no response after another 5 days, a task is created for the rep to call.

 

Re-Engagement Workflow

Purpose: Bring cold leads back into the sales process.

How it works:

  • A lead hasn’t replied to emails or taken action in 30 days.
  • The workflow sends a personalized check-in email.
  • If no response after 7 days, a task is created for the sales rep to reconnect.

 

Closed-Won Handoff Workflow

Purpose: Ensure smooth transition from sales to customer success.

How it works:

  • A deal is marked “Closed-Won.”
  • The workflow creates a task for the onboarding team.
  • The new customer receives a welcome email with next steps.

 

Sales workflows help speed up processes, improve follow-ups, and increase conversions—without adding extra work for your team. Start automating today and let HubSpot handle the busywork while you focus on closing deals. 🚀