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Top 5 Time-Saving Automations HubSpot to Put In Place Today

Savannah Muñoz 2/6/23 7:45 AM

Are you looking for a way to save time and foster better success? Do you wish there were more hours in the day to get everything done? Although we have yet to crack the code to time traveling, we've found a few methods to save you time. 


By automating routine tasks, you and your team can focus on what's most important to your business. Keep reading to discover 5 HubSpot features that will help you the most.


Use workflows and sequences.

Save hours using HubSpot's workflows and sequences - it makes follow-up emails, proposals, and other necessary actions a breeze. With pre-built "recipes" available at the click of a button or customizable settings designed just for your business needs – all that's left is setting timing parameters so everything can be delivered right when you need it. Start to reap the rewards with an automated workflow system tailored to your company's unique goals!


Prioritize top prospects.

With Custom Views in HubSpot's CRM, sales reps can quickly and easily identify the most promising leads for their next initiative. By filtering data based on key, predetermined criteria, they can create a customized list of qualified prospects that could be game-changing for any campaign. Save this filtered view so you and your team can always access it. With this valuable tool at your disposal, you'll never fall short in finding your ideal customers!


Utilize the Task Queue.

Gain focus and speed up your sales process with HubSpot's Task Queue tool! This intuitive time-saving feature helps reps manage their call lists quickly by presenting all relevant information in one convenient place. With just the click of a button, you can start powering through tasks while keeping track – meaning no more navigating around to get the job done! Stop wasting valuable time switching between windows - increase efficiency and performance today by using task queues for communication.


Sales reps should organize their task queue by category to reduce confusion, be more efficient and deliver effective messaging strategies with ease. This ensures that prospects are treated consistently across the board - providing relevant messages for a defined persona; enabling quick scheduling of tasks that require similar emails or sequences!


Fix human error.

If you're using HubSpot, consider automating the data formatting process and maintaining uniformity by integrating an input fix tool like Integration Fox within HubSpot. With this automated solution, your team and prospects can handle small mistakes, such as inputting names in all upper case letters.

No more wasting countless hours manually fixing improperly entered information; put a system into effect that takes care of it for you. This will also save the hassle of having multiple customer profiles for the same person. Make sure any automated emails sent out look professional with the correct names each time!


Maximize your ad potential.

When creating an ad campaign, one of the most important steps is knowing whom to target. That's where Ads Interactions come in! Using HubSpot's lead nurturing workflow with this enrollment trigger, you can segment your audience based on how they interact with your ads and ensure that everyone receives relevant information – putting those prospects closer than ever before to making a conversion. Once your connect your Ad accounts into HubSpot, you’ll be able to see and do more with this integration!


Don't be intimidated.

You can start seeing results immediately by automating key processes in your HubSpot account - more sales, better engagement with leads and customers, and fewer errors. These five automation tips are just the beginning - there's so much more that you can do to streamline your workflows and make your life easier. 


Why wait? Get started today and see how quickly things start falling into place!

Scale your business and save time