Book Image

Empowering Marketing and Sales with HubSpot

By : Resa Gooding
Book Image

Empowering Marketing and Sales with HubSpot

By: Resa Gooding

Overview of this book

Empowering Marketing and Sales with HubSpot is your comprehensive solution to using HubSpot to achieve your business goals with a flexible and lean approach. With this book, you’ll implement out-of-the-box solutions provided by HubSpot for sales and marketing professionals using all the tools needed to effectively manage your business campaigns, sales, and marketing automation processes. This book will take you through steps to ensure your investment in HubSpot pays off from Day 1. You’ll learn how to set up HubSpot correctly and understand how to generate quick wins for your organization. Next, you will work with important HubSpot tools for SEO, social media, and ads. The book will also show you how to use HubSpot for conversational marketing and create a marketing funnel using HubSpot’s lead capture and engagement tools. In addition to this, you will get to grips with building custom reports, dashboards, and notifications to stay on top of company marketing goals. Later, you will learn how to use HubSpot for inbound marketing and for every type of business, such as manufacturing, agriculture, and eCommerce. By the end of this HubSpot book, you will have the skills you need to be able to set up effective marketing campaigns and leverage the insights gleaned from sales efforts using just one platform.
Table of Contents (20 chapters)
1
Part 1: HubSpot – Starting Off HubSpot
6
Part 2: Scaling Your Business with HubSpot
14
Part 3: Is HubSpot Right for Your Business?

Building lead-nurturing workflows

Workflows are the holy grail of the HubSpot portal. A workflow is the most commonly used tool in Marketing Hub as it allows marketers to build drip campaigns and maintain the internal organization of the CRM. In this section, we will specifically look at how to build a nurturing workflow for a webinar.

However, before getting into the workflow itself, we must first map out what is required from a webinar workflow. Which actions would you like this workflow to perform? Here are some scenarios to consider:

  • The workflow should send a confirmation email with details of how to join the webinar to contacts who submitted the form.
  • The workflow should send a reminder to contacts who registered for the webinar, maybe a day before and an hour before.
  • The workflow should send a summary of the webinar to contacts who attended the webinar. Those who missed the webinar should get its recording.

These three are basic actions you would...