How to Automate Lead Nurturing with HubSpot in 6 Steps


Are you struggling to convert the leads flowing into your business into actual customers?

Acquiring leads is one step, but transforming them into paying customers is another challenge altogether.

Research suggests that it typically takes several interactions before a potential lead converts into a customer. This is where lead nurturing becomes crucial.

With HubSpot, you have the power to establish automated lead nurturing campaigns that seamlessly educate and nurture your leads along their journey to making a purchase.

In this blog, we'll delve into the basics of lead nurturing, explore methods for automation, and guide you through creating an effective lead nurturing email campaign using HubSpot's platform

What is Lead Nurturing

Lead nurturing is like taking care of a plant. You water it, give it sunlight, and watch it grow over time. Similarly, in business, lead nurturing involves staying in touch with potential customers through multiple interactions. You provide them with helpful information and support to guide them towards making a purchase. It's all about building trust and keeping leads engaged until they're ready to buy.

Why automate your lead nurturing

Automation for lead nurturing offers businesses efficiency, consistency, and personalization. In fact, companies that excel at lead nurturing generate remarkable results.

They produce 50% more sales-ready leads while simultaneously cutting costs by 33%.

This illustrates the significant impact that effective lead nurturing can have on a company's bottom line, highlighting the importance of investing in strategies and tools to optimize the nurturing process.

Ways to Automate you Lead Nurturing

There are many ways you can use to nurture your leads. For instance, automated email sequences can be set up to send tailored messages at specific intervals, ensuring leads receive timely follow-ups without manual effort.

Additionally, automated workflows can trigger actions based on lead behavior, such as sending targeted content or scheduling sales calls, enhancing the overall effectiveness of the nurturing process while saving time and resources.

How to Create Lead Nurturing Workflow

  1. Choose the Type of Workflow: Determine whether your workflow will be contact-based, company-based, deal-based, or ticket-based, depending on your specific needs and objectives



2. Name Your Workflow: Keep the name simple and descriptive, making it easy to find and identify later on. For example, you could name it "Lead Nurturing - Download Guide."

3. Set a Goal: Define the desired action you want your contacts to take as a result of this workflow. In our example, the goal is to encourage contacts to download the guide.

4. Set an Enrollment Trigger: Choose a trigger that will initiate the workflow. In this case, you might select "form submission" as the trigger, indicating that the workflow will begin when a contact submits a form.

5. Set Workflow Actions: Determine the actions you want the workflow to take once triggered. For instance, you can choose to send an email immediately after form submission. Additionally, you can add a delay to give contacts time to engage with the email before moving on to the next action.

6. Test Your Workflow: Before activating the workflow, it's crucial to test it thoroughly to ensure it functions as intended. HubSpot provides a preview feature that allows you to see how the workflow will work in practice.

Dimka Dimitrova

I am Digital Media Marketer and Content Creator. I help businesses stand out on Social and Build an Online Brand. 

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