Assign company record owners based on contact record owners
Posted: Wed Dec 18, 2024 6:45 am
Another simple workflow, this automation sets a contact owner of a certain company as the company record owner. A workflow for the reverse can also be set up, so that contact and company records are aligned and organized, and no record is left unassigned.
8. Set unqualified leads as a non-marketing contacts
Marketing contacts are the valuable contacts netherland girls whatsapp number that you can actively market to via email, ads, etc. In HubSpot, marketing contacts cost money. The last thing a marketer wants is to waste contacts and send material to leads who are totally unqualified. Setting a workflow that ensures unqualified leads are set as non-marketing contacts will save you time and money.
9. Set contacts with closed lost deals as marketing contacts
Although a closed lost deal isn’t ideal, it would be a mistake to let these contacts go. Oftentimes, closed lost deals are due to timing or budget, and they always have potential to reignite in the future. So, these contacts should still be considered valuable and marked as marketing contacts after they are no longer actively in the sales cycle.
10. Set hard bounce emails to non-marketing contacts
This workflow takes contacts with invalid emails and sets them as non-marketing contacts and opts them out of marketing emails. This requires the creation of a list first, then a workflow. Hard bounce emails negatively impact deliverability. While there’s often value in keeping these contacts in the database for their historical data, they should be set as non-marketing contacts.
11. Set date of most recent form submission
Knowing who submitted what form and when is another way to stay organized and ensure that no engaged lead is left cold. You can also create a custom property in your CRM for this, so that the workflow updates the date each time a form is submitted.
12. Set date of most recent demo request
Like 11, this workflow helps keep timelines straight and ensure that everyone who should be receiving calls, emails, and demos get what they’re looking for in a timely manner.
Growth Marketing Automation Workflows: The Conclusion
Workflows are a powerful automation tool that can keep an automation software organized and segmented so that planning strategic campaigns is simple and accurate. Workflows can be very complex, but simple administrative defaults like these should always be put in place by you or your growth marketing agency if you want to drive better results and maintain a healthy, clean database.
Want to Know More About Growth Marketing Automation?
Looking for a growth marketing agency that specializes in goal-oriented marketing automation? Get in touch today!
8. Set unqualified leads as a non-marketing contacts
Marketing contacts are the valuable contacts netherland girls whatsapp number that you can actively market to via email, ads, etc. In HubSpot, marketing contacts cost money. The last thing a marketer wants is to waste contacts and send material to leads who are totally unqualified. Setting a workflow that ensures unqualified leads are set as non-marketing contacts will save you time and money.
9. Set contacts with closed lost deals as marketing contacts
Although a closed lost deal isn’t ideal, it would be a mistake to let these contacts go. Oftentimes, closed lost deals are due to timing or budget, and they always have potential to reignite in the future. So, these contacts should still be considered valuable and marked as marketing contacts after they are no longer actively in the sales cycle.
10. Set hard bounce emails to non-marketing contacts
This workflow takes contacts with invalid emails and sets them as non-marketing contacts and opts them out of marketing emails. This requires the creation of a list first, then a workflow. Hard bounce emails negatively impact deliverability. While there’s often value in keeping these contacts in the database for their historical data, they should be set as non-marketing contacts.
11. Set date of most recent form submission
Knowing who submitted what form and when is another way to stay organized and ensure that no engaged lead is left cold. You can also create a custom property in your CRM for this, so that the workflow updates the date each time a form is submitted.
12. Set date of most recent demo request
Like 11, this workflow helps keep timelines straight and ensure that everyone who should be receiving calls, emails, and demos get what they’re looking for in a timely manner.
Growth Marketing Automation Workflows: The Conclusion
Workflows are a powerful automation tool that can keep an automation software organized and segmented so that planning strategic campaigns is simple and accurate. Workflows can be very complex, but simple administrative defaults like these should always be put in place by you or your growth marketing agency if you want to drive better results and maintain a healthy, clean database.
Want to Know More About Growth Marketing Automation?
Looking for a growth marketing agency that specializes in goal-oriented marketing automation? Get in touch today!