What should I automate first in HubSpot?
When getting started with HubSpot automation, focus on lead nurturing, appointment reminders, and follow-up sequences. These are high-impact, repetitive tasks that save your team time and help build consistent, timely communication with your contacts.
🚀 Start with High-Impact, Repeatable Tasks
HubSpot offers a wide range of automation tools, but the most effective place to begin is with the tasks your team does repeatedly. Automating these processes can dramatically improve productivity, response times, and lead engagement.
1. 🌱 Lead Nurturing
Use workflows to automatically send relevant content to leads based on:
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Form submissions
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Lifecycle stage
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Page views or topic interest
This helps keep leads engaged and moves them closer to a decision—without manual follow-up.
2. ⏰ Appointment Reminders
Automate confirmation and reminder emails for:
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Booked meetings
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Webinars
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Consultations or demos
Reminders reduce no-shows and ensure that leads arrive informed and ready.
3. 🔁 Follow-Up Sequences
Set up sequences or workflows to follow up after key actions such as:
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Downloading a resource
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Attending an event
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Not responding to an initial outreach
These automated sequences ensure timely and consistent follow-up, improving your chances of conversion.
✅ Why Automate These First?
These tasks are:
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Time-consuming when done manually
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Easy to standardize and scale
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Directly tied to lead conversion and sales outcomes
By automating them first, you free up your team to focus on higher-value, human-centric tasks—like building relationships and closing deals.