Do you spend most of your workday manually inputting data, setting up meetings, tasks, and more? Do you feel irritated knowing that you should be working on more important things but are too caught up in busy work? It doesn't have to be this way. Workflow automation can help.
From automating tasks and streamlining communication, workflow automation yields a more productive environment. When you strip away the excess manual tasks from your daily schedule, you and your team will have more time to work on assignments of higher importance and value.
Keep reading to discover some of our favorite workflow automation platforms for HubSpot!
Hubspot Operation Hub
Operations Hub is the key to revolutionizing your business! This platform is the game-changer you need to gain a competitive edge. Equipped with tools that connect apps, clean up customer data and automate processes in one central platform, you'll be able to run a streamlined operation for smoother customer experiences. Plus, their cutting-edge data syncing feature keeps critical information consistently updated so that nothing falls through the crack. Transform your operations with this must-have tool.
This is a popular one! Zapier is an impressive technology automation tool - particularly for sales and marketing teams. Zapier can connect to over 4,000 apps to share information from your apps straight into HubSpot, which is more than any other workflow platform. This tool helps ensure your data is always up to date, leading to less hassle down the line.
Zapier can integrate emails, contact info, calendar info, social media data, instant messaging platforms, and more into your CRM. With all your data in one spot, tasks are automated, communication is streamlined, efficiency is up, and you can stay connected to your contacts more seamlessly. You set the parameters beforehand, and Zapier takes care of the rest.
What we love most about Automate.io is how much time it can save sales reps. Automate.io connects your HubSpot to over 100+ apps like Quickbooks, Salesforce, Paypal, Google Sheets, Mailchimp, Slack, and more. The upside? You can automatically handle payments, invoices, and other manual paperwork through HubSpot with Automate.io.
Automating tasks and gathering data through multiple apps gives your sales team a better insight into where their leads are at in the process. Are you curious to try Automate.io but want to avoid going all-in? Although recommended for personal use, you can try their free version to understand better what you'll be signing up for.
Make (formerly Integromat)
For those who are more visual learners - Make (formerly known as Integromat) is your best choice. From your sales team to the HR department, Make can help just about any part of your business run more seamlessly. With the ability to connect to over 1,000+ apps, you can feel secure that you'll be able to integrate all the apps you need into your HubSpot with Make.
When building a workflow in Make, you can implement unlimited steps to create one - the possibilities are endless! Highly intuitive and visual, you don't need to know how to code to make a workflow. All you need to do is utilize their drag-and-drop system to build your workflow, meaning your ideas can come to fruition much faster.
Insycle is best for managing your data. If you're experiencing an issue with chaotic reporting due to messy data input, Insycle is there to clean everything up. Thanks to Insycle, you can safely avoid relying on manually inputted data - as human error is impossible to dodge 100% of the time. When you have accurate reporting and analytics through Make, you can improve your decision-making skills. Cleaning up your data is one of many great things about Insycle.
You can also balance workloads, collaborate with your team, and improve your marketing through personalization gathered from data.
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With a wide array of valuable tools at your fingertips, it's easy to get lost in the mix and stay stuck in decision mode. Avoid this by determining which tasks your team repeats most and choosing apps that align with those needs. For example, if you know your sales process involves connecting external data, Operations Hub® could be your solution.
In short, don't let the possibilities overwhelm you - let them encourage you to take action! Creating workflows is easier than ever with this technology. Take advantage of what you can do within HubSpot - it will make your lives easier.
Curious to know more about CRMs like HubSpot and workflow automation platforms? Download our free guide below to help you on your journey!