Time is precious. Every minute spent on repetitive tasks is a minute taken away from engaging prospects or creating strategic plans.
Fortunately, modern technology offers many automation tools to streamline these mundane activities, allowing teams to focus on more critical endeavors. Make, Zapier, and built-in sync functionalities are the most popular choices. I stick with Make.
Let's explore three most popular automations.
1. Lemlist and Hubspot integration to get replies2. Getting leads from the website form3. Nurtuting for LinkedIn leads4. Conclusion
1. Lemlist and Hubspot integration to get replies
1. Creating a prospect list: Compile a comprehensive list of prospects based on specified criteria in Hubspot, Apollo or any lead mining tool.2. Migrating to Lemlist and launching a campaign: The compiled list is transferred to Lemlist (or any other cold outreach tool of your choice), where targeted campaigns are initiated.3. Getting responses: As prospects engage with the campaign, their status is automatically updated in Lemlist, marking them as replied, or unsubscribed/bounced.4. CRM integration: The leads' status changes are reflected in the CRM system, ensuring that sales reps are promptly informed of interested leads.
Benefits: -streamlining lead management by automating the synchronization between prospecting tools and CRM systems;- enhancing sales team productivity by providing timely updates on prospect interactions.
Sales team engagement: launch a campaign and receive replied leads in their CRM.
2. Getting leads from the website form
This automation is the simplest scenario you should create if you have a website form.
1. Prospect form submission: When a prospect fills out a form on the website, their interaction is tracked via Google Analytics (GA) conversion.2. Automated email response: Prospects receive an immediate automated email response, acknowledging their submission.3. Lead qualification: Prospects automatically transition into Marketing Qualified Leads (MQLs) in Hubspot pipeline.4. Assignment to sales reps: MQLs are assigned to the sales team, either automatically or manually, for further nurturing and conversion.
Benefits: - enhancing lead capture efficiency on websites through automated responses;- improving lead management by integrating website forms with CRMs;- empowering sales teams with a steady influx of qualified leads for targeted outreach and conversion efforts.
This automation aims at converting a lead to a client/user by creating additional email touchpoints.
1. LinkedIn Ad interaction: Prospects fill out a form on a LinkedIn Ad.2. Automated email response: Upon form submission, prospects receive an automated email response, initiating further communication.3. List enrollment: Prospects are automatically added to a nurturing list.
Benefits:- Establishing multi-touchpoint communication strategies to nurture leads and drive conversions.- Expanding the reach of marketing initiatives by leveraging the expansive user base of LinkedIn.
Conclusion
Automating routine sales and marketing activities offers tons of benefits, including increased efficiency, enhanced lead management, and improved team productivity.
By leveraging automation tools like Make and Zapier, organizations can streamline processes, accelerate prospect engagement, and drive conversion rates.
Whether it's managing prospect lists, qualifying leads, or leveraging social media platforms for outreach, automation empowers teams to focus on strategic initiatives while ensuring that no opportunity goes unnoticed.
Embracing automation isn't just about saving time—it's about maximizing potential and unlocking new avenues for growth in an increasingly competitive landscape.
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