What’s next? You can’t let these leads fall by the wayside. To avoid this, you can set up, thanks to workflows, a series of follow-up emails that provide quality content (you can take advantage and send some downloadable ebooks) and that will take your leads through the marketing funnel and closer to the sale.
We can set up a workflow in such a way that the action trigger is the download of a specific ebook from the website. In that specific case, the lead will receive a follow-up email asking if they are interest in our services.
If so, the notification will be sent directly to the sales department
If not, we can continue programming new nurturing content.
2. Assigning leads to salespeople and sending internal notifications.
Quickly and correctly assigning leads to salespeople is key job seekers database for marketing and sales teams.
Below is an example of a workflow that can be us to directly assign a lead who has complet a form to a salesperson and send an internal notification to the salesperson and any other parties involv.
This simple workflow shows how
Once a lead requests to be contact, an action is trigger. In this case, that lead is assign to a specific salesperson and an internal notification alert is activat, which will automatically send an email to the designat salesperson with all the information necessary to follow up on this lead.HubSpot has made it easier than ever to emb a chatbot on your website.
However, once the lead has been captur through chat, it is necessary to equip it with a certain amount of automation to carry out the assignment and follow-up.
In this example, all contacts in the chat are assign to a single list enhanced measurement events within HubSpot. The trigger will be that the contact is a member of that list. You can also include any other triggers you think are necessary, such as the type of lead, the product or service they are interest in, their location, etc.
It is very important for your database
That these leads are identifi as “chatbot leads” as this will help you verify the success and ROI of the online chatbot. They should also be label as “pipeline leads” as they are interacting directly with you and may ne additional follow-up with a salesperson.
Finally, you ne to send an automatic follow-up email to the lead fans data with the information they request during the chat. It’s a good practice to include a personalization token with the assign salesperson’s name, email, and phone number, so the lead knows who to contact if necessary.