The MSP (Managed Service Provider) market is growing like wildfire.
In fact, 100% of these businesses agree: competition is totally off the charts! But what does that mean for you? Well, it means that if your MSP’s lead generation strategy isn’t battle-tested, you could miss out on opportunities before they even hit your radar.
Fortunately, this is where HubSpot comes in. With this tool, you can automate key lead-gen tasks to boost their efficiency. The catch? You should know how to use it correctly.
Tempted to learn the tricks? We’ve got you covered! Read this blog as we explore HubSpot lead generation automation from top to bottom.
Why Is Automating Lead Generation a Good Idea?
As an MSP, shifting from a manual lead generation strategy to an automated one can take significant time and effort. But the results are always worth it. Here’s why:
Boosts productivity
Lead generation is a lengthy process comprising various repetitive tasks, such as entering lead data and sending follow-up emails. Automation takes over these tasks, allowing you to focus more on strategic activities.
Improves lead quality
In most MSPs, a large number of leads are either irrelevant or don’t convert to sales. Automation helps prevent this by scoring leads based on their behavior, so you follow up only with the qualified ones.
Supports data-driven decision-making
Unlike manual lead generation, automated lead generation provides access to a wealth of data. They help you understand where the leads are coming from, how they behave, and so on, so you can optimize your strategies accordingly.
Scales seamlessly
As your MSP grows, manually handling leads becomes difficult and unmanageable. But automation keeps this at bay and scales seamlessly without mistakes.
Why Choose HubSpot for Lead Generation Automation?
Lead generation automation is a smart move for MSPs, and now you know why. But why do it with HubSpot? Well, here’s your answer:
You get everything under one roof
HubSpot claims its customers generate 107% more leads after just six months of implementation. Do you know why? Well, because this platform combines all the tools you need to efficiently generate and nurture leads, right from CRM to analytics. This boosts lead generation effectiveness, garnering unimaginable results.
It’s powerful yet easy to use
HubSpot offers a wide range of lead generation automation features, such as built-in chatbots, live chat, advanced lead scoring, etc. Despite this, the tool is fairly easy to use and navigate. This makes it an ideal lead generation software for MSPs with little to no marketing proficiency.
It’s scalable for growing teams
Whether you want to build more custom workflows or manage larger lead pipelines, HubSpot lets you do everything effortlessly. It’s built for scaling MSPs that want an edge over their competitors.
Automate Lead Generation with HubSpot: Follow These Steps
Now, let’s come to the crux of the topic. Here’s how your MSP can efficiently automate its entire lead generation process using HubSpot:
Step 1: Capture leads automatically
Tired of chasing leads? Let HubSpot do that for you. As an MSP, you can offer a free IT consultation or cybersecurity audit through easy-to-build lead forms; no coding is needed. You can even add a chatbot that chats with visitors, answers common IT questions, and books meetings on your behalf.
HubSpot also connects with your Google, LinkedIn, and Facebook ads, so every lead flows straight into your CRM. And with progressive forms, you can collect fresh information from returning visitors without making them repeat what they’ve already shared.
Step 2: Nurture leads with Smart Automation
Once someone shows interest, don’t let the trail go cold. Use automated emails to explain your MSP’s services, whether it’s cloud support, network monitoring, or managed backups.
You can also segment leads by demographics and set triggers based on actions. This ensures you're always following up at the right time.
Step 3: Prioritize and route leads automatically
As leads grow, so does the need to stay organized. So, add simple questions to your forms, like team size, location, or urgency. Based on their responses, route them to the right sales rep on your team.
You can also set automated alerts for keywords like “server crash” or “network down.” This way, you can be assured no urgent leads slip through the cracks.
Step 4: Improve what’s working (and fix what’s not)
Know exactly what’s working for your MSP and what’s not.
With HubSpot’s reports, you can see which pages, emails, or forms bring in the most leads. You can also A/B test CTAs like “Book a free audit” vs. “Talk to a tech expert” to check their effectiveness and improvise accordingly.
Step 5: Connect HubSpot with the tools you already use
HubSpot plays well with tools you already use, like ConnectWise, Datto, and Microsoft 365. So, every client interaction gets logged in one place, whether it’s a form submission or a Slack message. This ensures nothing gets missed.
Get the Best HubSpot Support with Tactics
For MSPs, lead generation isn’t just about filling a pipeline: it’s about building consistent, qualified opportunities that drive long-term growth. HubSpot’s automation features can help you do exactly that.
However, to get the most out of HubSpot, you need the right strategy and execution. That’s where Tactics Marketing comes in. We help MSPs like yours turn HubSpot into a lead-gen machine that works around the clock.
Want to see what that looks like for your business? Book an appointment with us today!
Key Takeaways
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Lead generation automation increases efficiency by reducing repetitive work and enhancing lead quality
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HubSpot offers an MSP in one solution by integrating multiple tools within one platform
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Smart lead nurturing fosters trust through behavior-based email workflows, segmented content, and follow-up triggers that nudge prospects through the funnel
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Lead routing and prioritization keep teams on track with the right leads in the right hands
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Continuous optimization is paramount: track funnel performance, experiment with A/B tests, and connect your current MSP tools to get the most out of them
FAQs
1. How many leads convert into sales?
The number of leads that convert into sales widely varies from industry to industry. However, on average, it is estimated that only 10%-15% of leads turn into paying customers.
2. What is the most crucial KPI for lead generation?
The most important Key Performance Indicator (KPI) for lead generation is lead conversion rate. It indicates the number of leads that actually convert into customers. It is calculated by dividing the number of leads that turned into customers by the total number of leads you received and then multiplying the result by 100.
3. Can you use AI to generate leads?
Yes, AI can help generate leads. It analyzes data, identifies high-intent prospects, and automates outreach through chatbots, emails, or predictive analytics. This makes lead generation faster and more targeted.
