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HubSpot automation & the inbound method
HubSpot Automation
The automated all-in-one B2B & B2C platform
Improve your team's efficiency by automating business processes in HubSpot. Depending on your account subscriptions, you can use different automation tools, such as:
- Forms or email marketing tool
- Pipeline and phases
- Tickets and transactions
- Sequences and Workflows
Using automation eliminates many tedious and manual processes. You can use simple automation in existing tools to manage your tracking. For more complex processes, you can use workflows or sequences.
An automation platform should scale with your business, updating and unifying your data as it grows and giving your teams a shared view of customers.
All departments work in the same direction
The Hubspot environment
As customer journeys grow in complexity, technology can help businesses deliver a remarkable experience, or hinder them.
Fragmented technology systems result in: the creation of silos between teams, making it difficult to align them. A user experience that lacks fluidity, which lowers the adoption rate
A rigid technological environment, which makes it not very adaptable.
Leverage software for marketing, sales, customer service, content management, and operations.
Integration, automation and connectivity
Connect your business apps to HubSpot
HubSpot automation helps you effectively extend your marketing and sales reach, build customer loyalty through timely feedback surveys, and accelerate ticket resolution.
Explore and learn how to grow better by integrating HubSpot with the 100+ apps and web services you use every day.
Get a demo.
Marketing
Interface view
CERTIFIED HUBSPOT PARTNERS
HUBSPOT PARTNER AGENCY
Structure the growth of your business by establishing a precise strategic plan, allowing you to accelerate its development and generate a rapid and measured return on investment.
CRM | Sales Hub | MarketingHub | ServiceHub | Operations Hub | Automation | Integrations
Hubspot Modules
database of customers, companies, transactions
CRM
Advertising, Email Marketing, Social Media, Forms
Marketing
Transactions, forecasts, meetings, quotes, guides, documents
sales
Tickets, NPS, surveys, chat boxes, knowledge base, customer portal, live chat
Customer service
data synchronization and ERP, advanced automation, advanced reports
Operations
Hubspot, Zapier, Quickbooks, Microsoft Office 365, Google Cloud and more!
Integration and Automation
TRAINING, STRATEGY, PLANNING, IMPLEMENTATION, OPTIMIZATION, Growth
BOFU Resources
FAQs
What is automation software?
Automation software helps you increase the impact of your team by relieving them of routine manual tasks and allowing them to focus their attention on customers and strategic decision-making. Marketing, sales, customer service, and operations teams use automation to personalize their communications, qualify leads, manage quotes, and assign leads and support tickets to the right internal contacts.
HubSpot's automation features, built on the brand's CRM platform, help teams personalize the customer experience, coordinate a smooth handover process across teams, and maintain data , in order to organize the activity around a single center of information.
HubSpot offers software in French, powerful and easy to use. Features include:
Workflow Automation Engine Omnichannel Marketing Automation Sales Automation Sequences Customer Support, Ticket, Survey and Conversation Redirection Automation Custom Code Actions Workflow Integrations
Automation features are available with Marketing Hub, Sales Hub, Service Hub, and Operations Hub. While it's possible to get started for free, if you're looking for advanced features to automate your marketing, sales, customer service, and operations processes, these come with the Starter, Pro, and Enterprise versions. different software.
Features
Add automation directly from forms or the email marketing tool. You can automate follow-up processes to continue nurturing contacts after they interact with your content. Create a ticket after a contact submits a form so you can track their interaction with your business, or add contacts who clicked on a specific link in a marketing email to a static list so you know who to target with your next email campaign.
From your deal or ticket pipeline settings, you can automate a series of actions to take when the record reaches a specific deal stage or ticket status. Create a task for the sales manager to follow up with a rep when a deal status changes to Closed Won. Or send an internal notification to your support team when a new ticket is created, ensuring that no customer request goes unanswered. You can also update the ticket status when an email is sent or received from a customer, reducing the time your reps spend on administrative tasks.
Set up sequences to grow your leads over time. When a contact is enrolled in a sequence, they will receive a series of personalized, timed one-to-one emails. You can also automatically create follow-up tasks as part of the sequence. You can enroll contacts into sequences from the sequences tool, CRM records, using the HubSpot sales email extension or add-in in your email account, or workflow help.
Write content to help your customers to better understand your products or policies.
You'll find over 1,090 custom integrations in the HubSpot App Marketplace, making it easy to connect HubSpot to your favorite tools in just a few clicks.
By building integrations on APIs, you can connect your integrations to your software and use them in tandem with each other. Integration enables the flow of information to and from apps and devices in real time – APIs allow them to talk to each other.