HubSpot automation is essential for MSPs to manage large lead volumes and complex sales pipelines, streamlining repetitive tasks, reducing errors, and freeing up time to focus on clients. The 15 essential automations cover lead management, sales pipeline progression, and email outreach, ultimately helping MSPs close more deals and build strong B2B relationships.
Converting a prospect is a complex process that involves managing leads, nurturing relationships, closing deals, and handling everything in between. For MSPs, it becomes even more challenging to free up time to focus on clients while ensuring no opportunity is missed.
That’s where HubSpot automation for MSPs comes in. It streamlines repetitive tasks, accelerates sales cycles, and optimizes lead nurturing, all while working quietly in the background: tracking prospects, automating follow-ups, and freeing up hours of your time.
This blog will take you through 15 handy HubSpot email sequences and other automations to help you close more deals and save time.
Why Do MSPs Need HubSpot Automation?
It is no longer viable to manage leads manually in the competitive world of modern MSPs. You need to tackle pressing challenges such as large lead volumes, multifaceted sales pipelines, and complex buyer journeys.
Automation can help you:
- Reduce human errors and missed communications
- Ensure consistent lead management round-the-clock
- Implement real-time tracking and insight extraction using MSP lead tracking tools
- Prioritize warm and high-potential leads while nurturing others in the pipeline
- Design a smooth brand experience from the first touchpoint to the last
As Matt aptly puts it, “The average HubSpot bill I see is around $800-$2000. Think about what a person could do if you hired them to do it manually; you should be getting 10X more than that through automation. If you’re not, you’re wasting money with your HubSpot and need to get it configured properly or cancel your subscription.”
| Also Read: How to use HubSpot Enrichment the Smart Way |
15 Essential HubSpot Automations for MSPs
For MSPs, HubSpot offers three unique categories of automations to optimize sales and marketing processes:
- Contact and lead management automations
- Sales and pipeline deals automations
- Email marketing and outreach automations
For contact and lead management automations
Leverage these automations at the mouth of your sales pipeline. They help you organize your leads, automate assignments, and monitor lead status.
1. Automatic lead assignment: Assign incoming leads to sales representatives based on company size, territory, or product interest. This automation helps you improve responsiveness and accountability
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2. Lead score-based nurturing: Set up automated workflows that categorize leads based on engagement and score levels. It allows you to send targeted nurturing emails using HubSpot workflows
3. Lead status updates: Update lead statuses, such as New, Qualified, Contacted, etc., based on trigger actions, like meeting bookings or email opens
4. Duplicate contact merging: Automate the process of merging duplicated contacts to maintain clean data, reduce confusion, and improve MSP lead tracking accuracy
5. Re-engagement campaigns: Set up trigger-based automated email sequences for cold leads to reignite interest with personalized communication in HubSpot
For sales pipeline and deal automations
Utilize these automations to nurture your leads and streamline backend operations. They help you qualify leads, plan and schedule follow-ups, automate quotes and proposals based on specified triggers.
6. Deal stage movement: Set defined triggers, such as a quoted price or a discovery call competition, to automatically move deals through your sales pipeline. It improves pipeline visibility
7. Task creation for follow-up: Ensure timely follow-ups and stronger relationships by automatically generating easy-to-track tasks for sales representatives after a lead triggers an action
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8. Renewals and upsell reminders: Send automatic reminders for contract renewals or upsell opportunities based on the date of deal closing
9. Hot-lead notifications: Send alerts to your sales teams in no time when a lead displays high engagement (like key page views or multiple website visits)
10. Quote and proposal automation: Trigger automated workflows to send quotes or proposals when a deal enters a specific stage. It speeds up the buying process
For email marketing and outreach automations
Use these automations to enhance client engagement. They help you keep your audience engaged, gather feedback and reviews, and expand your customer base.
11. Welcome email series: Send automated, engaging welcome emails when a new lead is added to your systems. It helps you set a strong first impression without expending manual effort
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12. Event and webinar invitations: Send automated invitations for webinars and events to your curated segments to maximize response and lead engagement
13. Customer feedback and surveys: Trigger automated surveys to gather feedback after project completion or when a milestone is reached. It helps you improve your services and generate organic testimonials
14. Personalized content: Share relevant blogs, case studies, or videos with leads based on their interests tracked using HubSpot. It is an excellent nurturing strategy
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15. Thank you and referral requests: Automatically send follow-up and thank-you emails, including referral incentives, after each sale. It encourages brand advocacy and your visibility in the market
Follow Effective B2B Strategies That Deliver
HubSpot offers significant automation opportunities that can maximize your output, save time, and increase conversions.
For every stage of your marketing and sales pipelines, there are corresponding automations to ensure you don't miss a single sales opportunity.
The 15 HubSpot automations for MSPs discussed in this blog help you orchestrate an excellent brand experience and simplify backend workflows.
For your business to truly thrive with HubSpot, Tactics Marketing can help you seamlessly launch your HubSpot platform with all the desired automations and custom configuration. Tactics provide handholding support to set up buyer personas, custom reporting dashboards to track automation outputs, conversion strategies, and more.
Book a call with us to learn more today!
Key Takeaways
- MSPs can easily streamline their workflows and build strong B2B relationships using HubSpot automation for MSP
- HubSpot workflows facilitate lead nurturing, task creation, and deal progression automation, enhancing efficiency
- You can nurture all your leads consistently using HubSpot email sequences to reduce response times and increase conversion rates
- Effective MSP lead tracking is the key to generating insights that help you prioritize sales efforts and optimize user experiences
- Automations help streamline workflows, simplify processes, and generate client insight for better targeting
FAQs
1. What is the easiest HubSpot automation for MSP beginners?
Automatic lead assignment is the easiest to set up, and it allows you to route new leads directly to the most relevant representatives.
2. Does HubSpot email sequence enhance MSP sales?
Yes, it enables personalized and timed follow-up emails that keep your leads engaged without involving manual effort.
3. What if I have multiple touchpoints to track leads?
HubSpot’s integrated CRM records every interaction across all touchpoints to create a clear picture of lead journeys.
4. How do I measure automation success with HubSpot?
HubSpot reports let you see your email open rates, deal stage conversions, and task completion trends to assess the success of automation.
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