What are some ways to automate sales tasks with HubSpot in Outside Sales?

1 Set up workflows

One of the best ways to automate sales tasks with HubSpot is to set up workflows. Workflows are sequences of actions that are triggered by certain criteria or events. For example, you can create a workflow that automatically sends an email to a lead who fills out a form on your website, or a workflow that assigns a task to a sales rep when a deal reaches a certain stage. Workflows can help you save time, nurture leads, and move them along the sales funnel.

2 Use chatbots and live chat

Another way to automate sales tasks with HubSpot is to use chatbots and live chat. Chatbots are software programs that can interact with your website visitors and answer their questions, qualify them, and book meetings with you. Live chat is a feature that allows you to chat with your prospects in real time and provide them with personalized assistance. Both chatbots and live chat can help you generate more leads, increase engagement, and reduce response time.

3 Sync your calendar and email

A third way to automate sales tasks with HubSpot is to sync your calendar and email. HubSpot allows you to connect your Gmail or Outlook account and sync your contacts, emails, and events. This way, you can track your email activity, schedule meetings, and log notes without leaving HubSpot. You can also use HubSpot's email templates, sequences, and tracking tools to automate your email outreach and follow-up.

4 Integrate with other tools

A fourth way to automate sales tasks with HubSpot is to integrate with other tools. HubSpot has a large ecosystem of apps and integrations that can enhance its functionality and connect it with other platforms that you use. For example, you can integrate HubSpot with Zoom, Slack, LinkedIn, Google Drive, and more. These integrations can help you streamline your communication, collaboration, and data management.

5 Use the mobile app

A fifth way to automate sales tasks with HubSpot is to use the mobile app. HubSpot's mobile app allows you to access and update your CRM data on the go, from your smartphone or tablet. You can also use the mobile app to scan business cards, record voice notes, make calls, send emails, and check your dashboard. The mobile app can help you stay productive and connected with your leads and customers, wherever you are.

6 Customize your pipeline

A sixth way to automate sales tasks with HubSpot is to customize your pipeline. HubSpot allows you to create and edit your own sales pipeline, based on your sales process and goals. You can add, remove, or rename stages, define deal properties, and set up deal rotting alerts. Customizing your pipeline can help you optimize your sales performance, monitor your progress, and identify bottlenecks.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?