10 Proven HubSpot Workflows to Boost Your Lead Generation and Conversion

Unlock the full potential of HubSpot with these proven workflows designed to enhance your lead generation and conversion rates.

1. Welcome Series for New Leads

A welcome series is an essential workflow for any business. It helps you make a great first impression by introducing new leads to your brand, products, or services. Typically, this series includes a series of emails that provide valuable content, set expectations, and guide leads through the early stages of their customer journey.

Automate this process in HubSpot by creating a workflow that triggers when a new lead is added to your database. Include a mix of educational content, testimonials, and special offers to keep them engaged and moving towards a purchase decision.

2. Lead Nurturing for High-Interest Contacts

Lead nurturing is crucial for converting high-interest contacts into customers. By delivering tailored content that addresses their specific needs and pain points, you can build relationships and trust with your leads.

In HubSpot, you can set up workflows that segment leads based on their behavior and engagement levels. Use personalized email sequences to send relevant content, such as case studies, whitepapers, or product demonstrations, to high-interest contacts.

3. Re-Engagement for Cold Leads

Re-engaging cold leads is a cost-effective way to boost your conversion rates. These are leads who showed initial interest but have since gone inactive.

Create a re-engagement workflow in HubSpot that sends a series of emails designed to reignite their interest. Offer incentives such as discounts, exclusive content, or updates on new features to encourage them to re-engage with your brand.

4. Post-Purchase Upsell Workflow

The post-purchase period is a prime opportunity to upsell and cross-sell additional products or services. Customers are more likely to buy again if they had a positive initial experience.

In HubSpot, set up a workflow that triggers after a purchase is made. Send personalized recommendations for complementary products, special offers, or loyalty rewards to encourage repeat business and increase the lifetime value of your customers.

5. Event or Webinar Follow-Up

Events and webinars are excellent lead generation tools, but the follow-up is where the real value lies. Proper follow-up can convert attendees into qualified leads or customers.

Use HubSpot to automate follow-up emails after an event or webinar. Include a thank-you message, a summary of key takeaways, and additional resources or next steps to keep the conversation going and move leads further down the sales funnel.

6. Abandoned Cart Reminders

Abandoned cart reminders are essential for recovering lost sales. Many customers add items to their cart but leave without completing the purchase.

HubSpot allows you to create workflows that trigger reminder emails when a cart is abandoned. Send a series of emails that remind the customer of the items left in their cart, highlight the benefits of the products, and offer incentives like discounts or free shipping to encourage them to complete the purchase.

7. Lead Scoring for High-Quality Prospects

Lead scoring helps you identify and prioritize high-quality prospects. By assigning scores based on behavior and engagement, you can focus your efforts on leads that are most likely to convert.

In HubSpot, set up a lead scoring system that assigns points for actions such as email opens, clicks, form submissions, and website visits. Use these scores to segment your leads and trigger workflows that deliver targeted content to nurture high-quality prospects.

8. Content Download Follow-Up

When a lead downloads content from your website, it's a clear indication of interest. Following up with these leads can significantly boost your chances of conversion.

Create a workflow in HubSpot that triggers follow-up emails after a content download. Provide additional resources related to the downloaded content, ask for feedback, and offer to schedule a call or demo to discuss their needs further.

9. Personalized Product Recommendations

Personalized product recommendations can enhance the customer experience and drive more sales. By suggesting products based on a customer's past behavior, you can increase the likelihood of repeat purchases.

Use HubSpot to set up workflows that analyze customer data and behavior to generate personalized product recommendations. Send these recommendations through automated emails or dynamic website content to keep customers engaged and encourage additional purchases.

10. Customer Feedback and Review Requests

Collecting customer feedback and reviews is vital for improving your products and services. Positive reviews can also serve as powerful social proof to attract new customers.

In HubSpot, create workflows that send automated emails requesting feedback or reviews after a purchase or interaction. Offer incentives such as discounts or loyalty points for completing surveys or leaving reviews to encourage participation.