5 Ways To Save Time And Money Using HubSpot Automation

If it feels like there are never enough hours in the day to juggle customer enquiries, manage marketing campaigns, nurture leads, and sleep, HubSpot could be just the assistant you have been looking for. HubSpot’s automation features help make your operation more efficient and cost-effective by simplifying and streamlining routine tasks, thereby improving marketing and sales performance. Let’s look at five key ways to save time and money using HubSpot automation.

1. Streamline Lead Nurturing With Automated Sequences

Manually following up on leads at just the right time is both time-consuming and inefficient, especially when you have dozens or even hundreds of prospects in your pipeline. HubSpot’s automated workflows take the guesswork and labour out of lead nurturing. Start by setting up workflows triggered by specific customer actions, such as filling out a form or downloading an e-book. These workflows can automatically send personalised email sequences to keep your leads engaged, delivering relevant content based on their position in the sales funnel. Automation makes timely communication easier, reducing the manual workload and improving response rates.

2. Automate Your Appointment Scheduling

Chasing customers and leads to confirm virtual or face-to-face meeting times can result in an endless back-and-forth cascade of emails. Cut through the chatter by allowing prospects to book time directly on your calendar according to availability. How? Use HubSpot Meetings to generate a scheduling link that syncs with your calendar, then automate email reminders for confirmed meetings or consultations to keep everyone in the loop. This small but valuable feature can free up hours of admin work while creating a better experience for your customers. It also means that fewer appointments are missed and fewer opportunities are lost.

3. Save Time With CRM Management

HubSpot CRM is one of the best tools in its class on the market, helping keep your customer database organised and up-to-date. With many older generation CRMs, database management is incredibly time-consuming. HubSpot stands out by automating and simplifying a wide range of CRM management tasks, including updating records, segmenting email subscriber lists, and scoring leads. For example, the platform can automatically update contact priorities or assign a contact to a specific salesperson based on their behavioural cues and triggers. If, for instance, a prospect downloads your pricing guide, they can be automatically flagged by HubSpot as a warm lead for manual follow-up. The platform can also automatically categorise contacts by properties such as location, industry, and previous interactions (or other custom metrics) to create bespoke target groups for specific marketing campaigns.

4. Strengthen Your Email Marketing

Email marketing is the backbone of inbound digital marketing, keeping new and existing customers engaged. However, managing and creating email marketing campaigns manually can quickly eat into your productive time. HubSpot allows you to automate your email campaigns so that the right content reaches the right customers at the right time. For example, you could automate a welcome series or sequence of emails for new prospects who sign up for a webinar on Facebook, followed by a sequence of emails giving them additional resources tailored to the topic. Automated ‘drip campaigns’ of this kind can deliver personalised emails to your contacts based on specific behavioural triggers, purchase history, or interactions. These tools help to improve click-through and open rates from your email campaigns, improving value for money and giving you better results.

5. Reduce Abandoned Shopping Carts

HubSpot’s automation tools have an added benefit for B2C e-commerce businesses. If you’ve been afflicted by the bane of abandoned shopping carts, take note. Abandoned cart reminders are one of the most effective ways to reactivate customers and increase revenues, and HubSpot lets you automate these reminders whenever it detects an abandoned cart. How it works: When a visitor adds items to their cart and then leaves your site before completing the purchase, HubSpot can trigger a series of emails to remind them of the items they left behind. These can include incentives in follow-up messages, discounts, or exclusive content to entice them to complete the sale.

Download Our Free HubSpot Automation Guide

Download our free HubSpot Marketing Automation Guide today to discover how your business can unlock the full potential of HubSpot and its automation tools.