CRM WORKFLOW EXAMPLE
This basic HubSpot workflow has two purposes
The first is to automatically trigger actions based on user engagement – in this case to follow a path for opens and clicks, or the lack of one or both.
The second is to score contacts based on email actions. In this case a small score is added for clicking to learn more and a higher score for signing up.
Messaging can be tailored as personas develop.
Internal alerts can be set as individual engagement scores hit checkpoints.
Users can also move to new automated workflows based on their unique journeys.
It’s true that workflows take time to initially map out, but once active remove guesswork, time demanding processes and missed opportunities.
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