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Didn’t Discover!!
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By
Aman Bhati
6 min
If you were/are a part of B2B marketing, you know that common tactics don’t work there. Leads will not convert because you sent them just one good email. You’ll need to make timely and consistent efforts to convert them into customers.
And as the AI-backed market demands speedy outcomes, doing everything manually will burn out your marketing team. That’s where marketing automation workflows shine, especially the ones you can create with HubSpot.
With the right marketing automation strategy, HubSpot lets you create workflows that send emails, segment contacts, trigger behaviour-based actions, score leads, and much more, all AUTOMATICALLY!
In short, these workflows help you build smarter & personalized B2B marketing automation systems, even when your customer base is growing fast.
Come, let’s break down more about marketing automation workflows, their B2B importance, real-world examples, and more.
Marketing automation workflows are a series of automated actions triggered based on a contact’s behaviour, data, or timeline. They are designed to guide prospects through each phase of the buyer’s journey without any manual intervention. The good news? HubSpot workflows can be immensely beneficial here.
In HubSpot, building a workflow is like setting up an intelligent assistant that knows exactly what to do when a lead downloads an eBook, opens a specific email, or visits a pricing page. You can also set conditions, delays, branches, and personalized messages for every kind of prospect.
These workflows are rule-based. It means you can define exactly who enters the workflow, what actions happen when, and under what conditions prospects move forward.
For example:
(A simple email automation workflow)
Additionally, these workflows aren’t limited to email either. You can also trigger internal notifications, update CRM properties, rotate leads among teams, and even sync with other tools, making HubSpot workflows ideal for B2B marketing automation.
Having a business as your customer is beneficial as well as detrimental!
Beneficial in a way that if you know their pain points, and provide a to-the-point answer, they’ll be ready to buy your solutions/services in one go.
But if you give them a vague first impression of what you have to offer, they aren’t even waiting for your next proposal. You just get rejected!
That’s the reason strategic marketing automation workflows are beneficial for B2B companies. Each workflow will have an automated, personalized, and precise action for the prospect to follow that will ultimately lead them from marketing to sales.
For example:
This saves the time of both sales reps and marketers from chasing each lead manually and understanding their behavior to know the chances of conversion.
The result? Higher engagement, better-qualified leads, and faster sales cycles. And that’s what makes your B2B agency competent in the overhauling market.
When it comes to B2B marketing automation, the difference between a highly converting campaign and a zero-conversion one often depends on the quality of its workflow.
So, below are five essential marketing automation workflows, each paired with a real-world B2B example to help you see how to leverage them in different scenarios.
When a lead downloads an eBook or fills out a form, that’s your chance to start building a relationship.
A SaaS company offering a project management tool notices a lead downloads their “8 Productivity Hacks for Managing Remote Teams” PDF. HubSpot adds them to Lead Nurturing Workflow and sends:
Once the lead joins the webinar and visits the pricing page, the sales team gets notified automatically. (These )
This workflow captures contact information when a user downloads a gated resource (eBook, whitepaper, or checklist) and automatically nurtures them toward becoming a qualified lead.
A B2B cybersecurity company offers a gated whitepaper on “Threat Trends 2025.” Leads who download it receive:
If the lead engages, the SDR team is notified with a detailed contact timeline.
Get your sales team involved at exactly the right time. This workflow passes qualified leads from marketing to sales without any leads being missed.
A B2B HR tech company uses lead scoring in HubSpot. Once a contact hits 60 points, HubSpot automatically:
This marketing automation workflow delivers a smooth onboarding experience for new customers.
A HubSpot agency like TRooInbound closes a deal with a new client for CRM setup. The workflow kicks off:
This type of HubSpot marketing workflow helps turn registrations into real opportunities.
A B2B fintech brand hosts a webinar on “Improving Payment Flows for SMBs.” After the event:
If you want more conversions in your B2B marketing campaigns, building smart marketing automation workflows is necessary.
From automated lead generation to post-sale nurturing and re-engagement, HubSpot makes it easier to execute a smart marketing automation strategy. It will make every interaction feel timely, relevant, and personalized as per the lead’s behavior.
If you’re ready to build B2B marketing automation workflows that actually move the needle, start by mapping out your funnel, defining your triggers, and choosing the right tools to power your workflows.
Want help setting up your next lead nurturing workflow or improving your email automation game? Let TRooInbound show you how HubSpot automation can grow your pipeline.
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