How are workflows currently being used in marketing?
If you're wondering what marketing workflows are going on behind the scenes to populate contact properties etc, read on.
Marketing currently use workflows for a variety of different reasons. These reasons have been created as subfolders within the Marketing folder in the workflows section of HubSpot. Those folders are:
- Inbound contacts (for the purpose of populating inbound source properties: Inbound Source Category, Inbound Source, and Inbound Source Detail with related inbound fields)
- Non-inbound contacts (for the purpose of populating inbound source properties: Inbound Source Category, Inbound Source, and Inbound Source Detail with non-inbound fields)
- Lifecycle stages (for the purpose of populating contact lifecycle stages—more on these here)
- Mapping properties (for the purpose of mapping property fields from one item to another e.g., company to contact)
- Date became properties (for the purpose of inputting the accurate dates when contacts move between lifecycle stages—these dates are super important as they populate the majority of our reports on our dashboard—view those here)
- Slack notifications (for the purpose of notifying us on Slack when certain actions are taken (such as form fills or survey responses) or when certain triggers are met)
- Email sends (likely to be archived in future for at least the database emails as we do these regularly now but will continue to be used for email nurtures)