In the third episode of PodSpot, the unofficial UK HubSpot podcast, Matt Wood, Digital Strategist at Karman Digital, talks with Jon Pittham, Managing Director at Karman Digital. Together they explore automation through the HubSpot workflow tool.

Jon and Matt take us through a comprehensive overview of workflows and how to get the most out of the tool. As Matt shares his technical expertise on the subject, Jon explores practical applications for the technology. From client stories to our own internal usage, they cover the various capabilities of HubSpot’s workflows.

Jon also shares some of his favourite uses for workflows with us, particularly around delighting clients. From Marketing to Sales to Service, HubSpot has made its automation tools a game changer for the whole business. Using workflows in tandem with CRM segmentation creates a tailored approach to supporting clients that also frees up time for all teams.

Matt goes on to explain not only how to set up workflows within HubSpot, but also what the many available actions can do. There is a wide variety of options available and those change depending on what type of subscription access you have. Matt helps navigate which licenses grant which capabilities.

If you’d like to learn more about HubSpot or would like to talk about introducing automation to your team, do get in touch. We love talking about anything HubSpot!

Intro 0.00 - 1.19

• Why automation is important in business
• How workflows work
• How to use automation for lead generation
• Using decision trees to align to buyer journey
• Delighting clients with automation
• The importance of mapping and improving processes
• How to set up a workflow
• Overview of available actions
• Best practice tips and tricks

Outro 35.36 - 36.06