WORKFLOW AUTOMATION

What is Workflow Automation?

Workflow Automation automates repetitive marketing tasks, such as sending follow-up emails, assigning leads, or updating records in a CRM, based on predefined triggers and conditions.

Examples of Workflow Automation:

  1. Lead Assignment: Automatically assigning new leads to sales reps based on criteria.
  2. Nurture Campaigns: Sending emails or content pieces to leads over time based on behavior.
  3. Task Creation: Automatically creating follow-up tasks for sales reps after a lead action.
  4. Data Updates: Automatically updating contact records in the CRM after specific user actions.

Why Workflow Automation is Important?

It saves time, reduces manual tasks, and ensures consistency in marketing efforts, allowing teams to focus on higher-priority tasks.

Available Workflow Automation Tools:

  1. Zapier: Connects different apps and automates workflows between them.
  2. HubSpot: Offers a wide range of workflow automation for marketing, sales, and service.
  3. ActiveCampaign: Automates emails, sales processes, and customer engagement workflows.
  4. Marketo: Provides complex workflows and automation triggers for marketing tasks.

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