Are you tired of manually updating your contacts' lifecycle stages in HubSpot? Are you looking for a more efficient way to manage your leads and customers? Look no further than HubSpot Workflows. This powerful tool allows you to automate the lifecycle stages of your contacts, saving you time and improving your marketing efforts. In this blog post, we will discuss how to use HubSpot Workflows to automate your lifecycle stages, so you can focus on growing your business.
Create a Lifecycle Stage Property
Before you can automate your lifecycle stages with HubSpot Workflows, you need to create a lifecycle stage property. This property is used to assign your contacts to different stages in your sales process.
To create this property:
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Go to your HubSpot account settings
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Click on properties
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Then select “create a property”
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Name your property "Lifecycle Stage," and choose the field type as "single-select dropdown."
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Create your lifecycle stage options, which can vary depending on your business. Common options include:
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Subscriber
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Lead
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Marketing qualified lead (MQL)
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Sales qualified lead (SQL)
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Opportunity
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Customer
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Evangelist.
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Once you have created your lifecycle stages, save the property.
Segment Your Contacts
The next step is to segment your contacts based on their current lifecycle stage. To do this, go to your contacts in HubSpot and filter them by your newly created Lifecycle Stage property. This will give you a list of contacts in each stage. You can then create lists based on these segments, which will allow you to target these contacts specifically with your marketing efforts.
Create Workflow Triggers
Now it's time to create your workflow triggers. These triggers will automatically move contacts from one lifecycle stage to another based on specific criteria. For example, if a contact visits a specific page on your website or fills out a certain form, they can be moved to the next stage in your sales process. To create a trigger, go to your workflows in HubSpot, select Create workflow, and then choose your trigger type. Next, set your criteria for when the trigger will fire and what action will occur. Finally, save your workflow and activate it.
Monitor and Optimize Your Workflows
Once you have created your workflows, it's important to monitor and optimize them. This will help you ensure that your contacts are being moved through your sales process efficiently and effectively. Use HubSpot's reporting tools to track your conversions, open rates, and click-through rates. If you notice that a workflow is not performing as well as it could be, adjust it accordingly.
Integrate With Your Sales Team
Finally, it's important to integrate your automated Lifecycle Stages with your sales team. Make sure they are aware of your process and criteria, so they can identify contacts that are primed for sales conversations. Use HubSpot's sales tools, like deal pipelines and closed-loop reporting, to track your sales progress and ensure that your Lifecycle Stages are leading to closed deals.
In conclusion, HubSpot Workflows is a powerful tool that can help you automate your contacts' lifecycle stages, saving you time and improving your marketing efforts. By following these five steps, you can create a smooth and efficient sales process that will lead to more closed deals and satisfied customers. If you're not already using HubSpot Workflows, consider implementing it into your marketing strategy today. Your sales team will thank you.
For more information about HubSpot Workflows or to find out more about if HubSpot is the right choice for your business, contact us today.
