Marketing Automation with HubSpot: 21 Tips to Scale Your Business

Running a business means juggling a lot of moving parts — engaging leads, building customer relationships, and managing campaigns, all while trying to save time and resources.

This is where marketing automation becomes a game-changer. It simplifies repetitive tasks, keeps your processes organised, and helps you connect with your audience at the right time, allowing you to focus on scaling your business efficiently.

When it comes to marketing automation, HubSpot is one of the most comprehensive platforms available. From automating email campaigns and tracking leads to integrating seamlessly with other tools, HubSpot offers everything you need to create smarter, more efficient workflows.

In this blog, we’ll share practical tips to help you set up and optimise marketing automation with HubSpot.

Understanding Marketing Automation in HubSpot

What is Marketing Automation?

At its core, marketing automation is the process of using technology to simplify and streamline repetitive marketing tasks. Instead of manually sending emails, scheduling social media posts, or following up with leads, automation takes over, allowing you to focus on strategy and creativity.

Key tasks that can be automated include:

• Email campaigns: Sending personalised follow-ups or newsletters based on user behaviour.
• Social media scheduling: Planning posts ahead of time to ensure consistent engagement.
• Lead nurturing: Building relationships with potential customers by delivering the right message at the right stage of their journey.

The benefits are clear:

• Saves time: Teams can focus on higher-value work rather than being bogged down by routine tasks.
• Enhances consistency: Automated processes ensure no lead is forgotten, and communication remains uniform.
• Improves scalability: Automation allows businesses to manage more leads and campaigns without increasing workloads.

How HubSpot Supports Marketing Automation

HubSpot is widely recognised as one of the most effective platforms for marketing automation. It combines ease of use with powerful features that cater to businesses of all sizes.

Here’s a quick overview of the marketing automation tools in HubSpot:

• Workflows: Create automated processes for tasks like lead nurturing, follow-ups, and internal notifications. Workflows can be triggered by specific actions such as filling out a form or downloading content.
  
  
• Email sequences: Schedule and personalise emails based on user behaviour, such as abandoned carts or a lack of engagement after sign-up.
  
  
• Lead scoring: Automatically assign scores to leads based on criteria like engagement levels, enabling sales teams to focus on the most qualified prospects.
  
  
• CRM integration: Sync marketing automation tools with HubSpot’s CRM to align sales and marketing efforts seamlessly.

Examples of automated processes in HubSpot include:

• Email drip campaigns: A series of emails sent automatically over time, designed to educate leads, keep them engaged, and move them through the sales funnel. For instance, a lead downloading a free guide could trigger a drip campaign with related resources and an eventual sales pitch.
  
  
• Lead assignment: HubSpot’s workflows can assign leads to sales reps based on criteria such as geography, lead score, or industry. This ensures that leads are followed up promptly and by the right person.
  
  
• Internal notifications: Automation isn’t just external-facing; HubSpot allows you to set up notifications for your team, such as reminders for follow-ups or alerts about highly engaged leads.

With HubSpot, you can take the guesswork out of managing your marketing efforts, ensuring every interaction is timely, relevant, and impactful.

Setting Up Marketing Automation with HubSpot

How to Set Up Marketing Automation with HubSpot

Getting started with marketing automation in HubSpot is straightforward, thanks to its user-friendly interface and comprehensive features. Here’s a step-by-step guide to help you navigate the process:

1. Log in to Your HubSpot Account and Access the “Automation” Section
   Begin by logging into your HubSpot account. On the dashboard, navigate to the “Automation” tab in the main menu. This section serves as the control centre for all automation tools, including workflows, sequences, and more.

2. Explore Key Features
   HubSpot offers a wide range of automation tools to streamline your marketing efforts:

   • Workflows: Automate complex processes such as lead nurturing, customer onboarding, or follow-ups by creating workflows triggered by specific actions (e.g., form submissions or page views).
     
     
   • Lead Scoring: Set up rules to assign scores to leads based on their interactions with your website or content. For example, opening an email might add 10 points, while downloading an ebook could add 20.
     
     
   • Email Marketing Tools: Build personalised email templates that can be used in automated campaigns. You can customise these templates with dynamic content for greater engagement.
     
     

3. Configure Basic Settings for Workflows and Templates
   Start by creating a simple workflow:

   • Go to the “Workflows” section and click “Create Workflow.”
   • Choose a trigger (e.g., when a lead fills out a contact form).
   • Define the actions to follow, such as sending an email, assigning a task to a team member, or updating a contact property.
   • Test your workflow before activating it to ensure everything works as planned.
     
     

   Similarly, design email templates with consistent branding and tailored messaging. These templates can be linked to workflows or used in standalone campaigns.

Tips for Getting Started

To make the most of HubSpot’s marketing automation tools, it’s important to start with a clear plan. Here are some actionable tips:

1. Define Clear Goals for Automation
   Before diving into setup, identify the primary purpose of your automation efforts. Are you looking to nurture leads, increase conversions, or improve customer retention? Defining these goals ensures your workflows align with your overall marketing strategy.

2. Map Out Your Customer Journey
   Visualise your customer’s experience from the moment they first interact with your brand to the point where they become loyal customers. Identify key touchpoints—such as website visits, email sign-ups, or product inquiries—where automation can enhance engagement and guide prospects through the sales funnel.

3. Segment Your Audience
   HubSpot makes it easy to divide your audience into meaningful segments based on:

   • Behaviour: Actions like email clicks, form submissions, or website activity.
   • Demographics: Age, location, industry, or job role.
   • Lifecycle Stage: Prospects, marketing-qualified leads (MQLs), or customers.
     
     

   Segmentation allows you to deliver more relevant and personalised content, improving the effectiveness of your automated campaigns. For example, you could send a different email series to prospects who downloaded an ebook compared to those who requested a product demo.

By following these steps and tips, you can ensure a smooth setup process for marketing automation with HubSpot. Starting with clear goals, mapping your customer journey, and segmenting your audience will help you create tailored and impactful automation workflows.

Key Marketing Automation Features in HubSpot

Email Marketing Automation Integration with HubSpot

Email marketing automation is one of the most powerful ways HubSpot helps businesses engage with leads and customers. By creating automated workflows, you can deliver timely, relevant messages based on your audience’s behaviour.

Here’s how to make the most of HubSpot’s email marketing automation features:

1. Creating Automated Email Workflows
   HubSpot allows you to create workflows tailored to your business needs.

   • Example: Welcome Series for New Leads
     When someone signs up for your newsletter or downloads a lead magnet, you can automatically send a series of emails to introduce them to your brand. For instance:
     • Email 1: A warm welcome with an introduction to your company.
     • Email 2: Share valuable content, such as a blog post or guide.
     • Email 3: Encourage engagement, such as booking a demo or following you on social media.
       
       

2. Setting Up Triggers
   Triggers are the actions that start your workflows. With HubSpot, you can use various triggers, such as:

   • Form submissions: Automatically send a thank-you email after someone completes a form.
   • Page visits: Send follow-up emails based on pages a user has viewed, such as a pricing page.
   • List memberships: Add a contact to a specific workflow when they meet certain criteria.
     
     

3. Tips for Personalisation
   Personalisation is key to making your emails feel relevant and engaging. HubSpot offers tools like:

   • Dynamic Content: Customise email content based on contact properties, such as name, location, or company. For example, “Hi [First Name], here’s a guide tailored for [Industry].”
   • Smart Tokens: Insert personalised details like the recipient’s job title or recent activity on your site to create a more tailored experience.
     By leveraging personalisation, you can build stronger relationships with your audience and improve email engagement rates.

Lead Nurturing and Scoring

HubSpot simplifies lead management by automating lead nurturing and lead scoring, ensuring you focus your efforts on the most promising opportunities.

1. Automating Lead Qualification Processes
   Instead of manually reviewing leads, HubSpot’s lead scoring system assigns points to contacts based on their interactions. For example:

   • A lead earns points for actions like opening an email, downloading a resource, or visiting key website pages.
   • Once a lead reaches a predefined score, they’re flagged as sales-ready and routed to the sales team.
     This automation ensures your team prioritises the most engaged leads, saving time and increasing efficiency.
     
     

2. Routing Qualified Leads to the Sales Team
   HubSpot’s automation tools allow you to create workflows that automatically assign leads to specific team members. For instance:

   • Leads from a certain region can be assigned to a regional sales representative.
   • High-value leads can be immediately sent to senior sales executives for follow-up.
     
     

3. Lead Nurturing Through Automated Campaigns
   Beyond scoring, HubSpot enables you to nurture leads over time with targeted campaigns. For example:

   • Leads who downloaded a whitepaper might receive a series of emails educating them on related topics, gradually introducing your product or service.
   • Leads who’ve abandoned a cart on your eCommerce site can receive a reminder email, possibly with an incentive to complete their purchase.

By combining email marketing automation integration with HubSpot and lead scoring, businesses can efficiently manage large volumes of leads while delivering a personalised experience that converts prospects into loyal customers.

Social Media Automation

Social media is a critical part of any marketing strategy, but managing multiple platforms can be time-consuming. HubSpot’s social media automation tools make it easier to maintain a consistent presence while saving time.

1. Scheduling Posts Across Platforms

HubSpot’s social media tools allow you to schedule posts in advance across platforms like Facebook, Instagram, LinkedIn, and Twitter, ensuring consistency and optimising your posting schedule.

• How It Works:
  • Access the “Social” section in HubSpot’s marketing tools.
  • Create posts tailored to each platform while maintaining consistent messaging.
  • Use HubSpot’s built-in recommendations to determine the best times to post for maximum visibility.
• Example: A B2B business can schedule LinkedIn posts during work hours to target professionals, while Instagram posts can be timed for evenings when users are more active.

2. Monitoring Engagement and Automating Follow-Ups

Engagement tracking is simplified with HubSpot’s social monitoring tools:

• Monitor Mentions and Comments: Track when users engage with your posts or mention your brand.
• Automate Follow-Ups: Set up workflows that trigger actions based on social interactions. For example:
  • If someone comments on a post, you can send them a direct message thanking them for their engagement.
  • Leads interacting with your social ads can be automatically added to a nurturing workflow.
• Benefits: These tools help you build meaningful relationships by responding to key interactions without the need for constant manual monitoring.

By automating these tasks, HubSpot ensures your brand remains active and responsive across social platforms, freeing up time for your team to focus on higher-value activities.

Marketing Automation Platform Work with HubSpot

HubSpot is a versatile platform that integrates seamlessly with other tools to enhance your marketing automation capabilities. These integrations allow you to connect your campaigns across multiple channels for better lead generation, tracking, and conversion.

1. Examples of Seamless Integrations

HubSpot integrates with leading advertising and marketing platforms, creating a unified system to manage your campaigns:

• Google Ads: Sync your Google Ads account with HubSpot to track ad performance, identify high-performing keywords, and capture leads directly from your campaigns.
  
  
• LinkedIn Ads: Leverage LinkedIn’s professional audience by integrating your ads with HubSpot. Automatically add leads from LinkedIn forms to your HubSpot CRM and trigger nurturing workflows.
  
  
• Facebook Lead Ads: Connect your Facebook Lead Ads to HubSpot to streamline the lead collection process. Leads are automatically captured and routed to your CRM, eliminating manual data entry.

2. Setting Up Lead Syncing Between Platforms

Integrating third-party platforms with HubSpot ensures a seamless flow of data, enabling better decision-making and more personalised campaigns:

• Step-by-Step Process:
  1. Navigate to the “Settings” section in HubSpot and select “Integrations.”
  2. Connect your ad accounts (e.g., Google, LinkedIn, Facebook).
  3. Map the fields between HubSpot and the external platform to ensure the correct data is synced. For instance, match form fields from Facebook Lead Ads to the corresponding properties in HubSpot, such as name, email, and company.
     
     
• Benefits:
  • Real-time lead syncing ensures that your CRM is always up to date with the latest leads.
  • By integrating with ad platforms, you can attribute leads to specific campaigns and better measure ROI.

3. Maximising the Integration

Once your platforms are connected, use HubSpot’s reporting tools to track campaign performance. For example:

• View detailed analytics on ad clicks, conversions, and cost per lead.
• Use these insights to refine your campaigns and improve results over time.

By combining HubSpot’s capabilities with other marketing platforms, you can create a cohesive strategy that aligns your advertising efforts with your broader marketing goals. This integration ensures your team has the tools to scale effectively while maintaining clear visibility into performance metrics.

By leveraging social media automation and HubSpot’s integrations with marketing automation platforms, you can create a connected, data-driven marketing system that simplifies workflows, improves engagement, and drives better results.

Tips for Scaling Marketing Automation with HubSpot

1. Start Small and Expand Gradually

When scaling marketing automation, it’s important to begin with manageable steps to ensure success and efficiency:

• Automate One Process at a Time: Instead of trying to automate all your processes at once, choose a high-impact area to focus on, such as lead nurturing or email campaigns. For instance, start with a simple email drip campaign targeting new leads.
• Thorough Testing: Before scaling, test your workflows extensively. Ensure that triggers are firing correctly, emails are being delivered, and user actions are being tracked. This helps to avoid issues as you scale your automation efforts.
• Gradual Expansion: Once one process is running smoothly, identify additional opportunities to automate, such as social media posts, lead assignments, or event follow-ups.

This incremental approach ensures that your marketing automation remains effective and avoids unnecessary complexity.

2. Prioritise Data Quality

Automation is only as effective as the data driving it. High-quality, accurate data is essential for personalised and relevant campaigns:

• Ensure Proper Data Input: Design forms with clear, concise fields that capture relevant information. Use UTM parameters to track where your leads are coming from, which ensures accurate attribution for your campaigns.
• Clean and Update Contact Lists: Regularly audit your database to remove duplicates, outdated information, or unengaged contacts. Use HubSpot’s “Contact Health” feature to monitor the quality of your CRM data.
• Why This Matters: Inaccurate data can lead to irrelevant messaging, missed opportunities, and lower engagement rates, all of which hinder scaling efforts.

3. Leverage HubSpot’s Reporting Tools

HubSpot provides powerful reporting features that enable you to monitor and optimise your automated campaigns effectively:

• Monitor Campaign Performance: Use HubSpot’s dashboards to track metrics like email open rates, click-through rates, and conversion rates. For example, analyse which workflows are driving the most conversions and adjust underperforming ones.
• Identify Workflow Bottlenecks: Pinpoint areas where leads are dropping off in the funnel. For instance, if leads aren’t progressing beyond a specific email in a sequence, review the content and timing to address potential issues.
• Custom Reports: Create tailored reports to track metrics relevant to your specific goals, such as ROI on lead nurturing campaigns or engagement by lifecycle stage.

By leveraging these insights, you can make data-driven decisions to scale your automation effectively.

4. Use Conditional Logic in Workflows

Personalisation is a cornerstone of successful marketing automation. HubSpot’s conditional logic enables you to tailor workflows to individual customer behaviours and preferences:

• How It Works: Add if/then branches to workflows, allowing you to send different communications or take actions based on specific criteria.
  • Example 1: If a contact’s job title is “Marketing Manager,” send them content about marketing strategy. If their title is “Sales Manager,” provide resources related to sales enablement.
  • Example 2: Use location data to segment contacts—send leads in the UK an invitation to an in-person event while offering a webinar for international leads.
• Why It’s Effective: Conditional logic ensures that your communications are relevant, increasing engagement and improving conversion rates.

5. Integrate Third-Party Tools

HubSpot’s strength lies in its ability to integrate with other platforms, creating a unified marketing ecosystem.

• Examples of Tools:
  • Mailchimp: Sync contact lists and create email campaigns with advanced design options.
  • Zapier: Automate tasks between HubSpot and hundreds of other apps, such as updating a Google Sheet when a new lead is added.
  • Salesforce: Connect your sales and marketing teams by integrating Salesforce data with HubSpot for seamless CRM management.
    
    
• Steps for Smooth Integration:
  1. Go to the “Integrations” section in HubSpot’s settings.
  2. Choose the third-party app you want to integrate and follow the connection instructions.
  3. Map data fields between systems to ensure consistency—for instance, ensure “Contact Name” in HubSpot matches “Lead Name” in Salesforce.
  4. Test the integration by running sample workflows to confirm data is syncing correctly.
     
     
• Benefits of Integration:
  • Ensure all platforms are working together seamlessly, reducing manual data entry.
  • Consolidate data into one centralised hub for better visibility and decision-making.

By starting small, maintaining clean data, using advanced personalisation tools, and integrating third-party platforms, you can scale your marketing automation with HubSpot efficiently. These strategies not only save time but also ensure your automation efforts deliver measurable results, helping your business grow sustainably.

Common Challenges and Troubleshooting Tips

Automation Overload

Issue: When workflows become overly complex, they can be difficult to manage, debug, or scale. This often leads to inefficiencies, such as duplicate tasks, conflicting triggers, or missed opportunities in the customer journey.

Solution:

• Simplify Your Workflows: Start by mapping out your processes visually before building them in HubSpot. Focus on essential tasks, avoiding unnecessary steps or overlapping workflows. For instance, instead of creating separate workflows for each stage of the customer lifecycle, consider consolidating them into a single, streamlined sequence with clear branching logic.
  
  
• Test Regularly: Regular testing helps identify and fix issues early. Use HubSpot’s “Test Workflow” feature to simulate actions and ensure triggers, delays, and actions are functioning as intended.
  
  
• Conduct Workflow Audits: Periodically review existing workflows to identify redundancies or outdated processes. Ask questions like: “Does this workflow still align with our goals?” and “Can this be simplified further?”

Low Engagement Rates

Issue: Generic or irrelevant messaging often results in low engagement, such as poor email open rates, low click-through rates, or high unsubscribe rates.

Common Causes:

1. Insufficient segmentation: Sending the same message to all contacts without considering their preferences, behaviours, or lifecycle stages.
2. Lack of personalisation: Using templated, impersonal content that fails to resonate with the recipient.

Tips to Overcome This:

• Refine Audience Segments:
  • Use HubSpot’s list-building tools to segment contacts based on criteria like industry, job title, location, or behaviour (e.g., website visits, form submissions).
  • Example: If you’re targeting ecommerce clients, create a segment of leads who’ve downloaded a guide on ecommerce strategies.
    
    
• Personalise Content:
  • Incorporate dynamic content using HubSpot’s smart tokens, such as addressing recipients by name, referencing their recent activities, or suggesting products based on their preferences.
  • Example: Instead of sending a generic email, use a subject line like, “Hi [First Name], here’s a resource to grow your [Industry] business.”
    
    
• Optimise Timing: Analyse engagement patterns to identify the best times to send emails or trigger workflows. Use HubSpot’s A/B testing feature to refine subject lines, content, and timing.

Integration Failures

Challenge: HubSpot’s value is enhanced by its ability to integrate with third-party platforms like CRM tools, social media, or ad platforms. However, integration failures can disrupt data flow, leading to missed leads or errors in reporting.

Common Causes:

1. Outdated API connections or credentials.
2. Incorrect mapping of data fields between systems.
3. Changes in third-party platform settings.

Steps to Resolve:

1. Verify API Connections:
   • Go to the “Connected Apps” section in HubSpot’s settings.
   • Check if the integration is active and that the API credentials are valid. Renew tokens if necessary.
     
     
2. Update Permissions: Ensure that both HubSpot and the third-party platform have the necessary permissions to share and access data. For instance, if integrating with Salesforce, check that HubSpot has permission to write lead data into Salesforce.
   
   
3. Review Data Mapping:
   • Confirm that fields are correctly aligned between platforms (e.g., “First Name” in HubSpot should match “Contact First Name” in the integrated platform).
   • Use HubSpot’s data sync tools to troubleshoot discrepancies and identify mismatched fields.
     
     
4. Contact Support:
   • If you encounter persistent issues, reach out to HubSpot’s support team or the support team of the integrated platform. Provide detailed information, such as error messages or logs, to expedite resolution.
   • HubSpot’s knowledge base also offers integration-specific troubleshooting guides for platforms like Google Ads or LinkedIn Ads.

By addressing these challenges—streamlining workflows, improving personalisation, and ensuring seamless integrations—you can optimise your marketing automation efforts and prevent common pitfalls.

Troubleshooting these issues early ensures your campaigns remain efficient, engaging, and impactful.

Best Practices for Long-Term Success

Implementing HubSpot’s automation tools is just the beginning. Long-term success requires consistent optimisation and collaboration. Here’s how to ensure your automation strategies remain effective:

1. Regularly Review and Update Workflows

   • Over time, your business goals, customer behaviours, and market conditions will evolve. Review your workflows quarterly to ensure they align with current objectives.
   • Example: If a lead nurturing sequence includes outdated resources or links, replace them with fresh content to maintain relevance.
   • Use HubSpot’s performance reporting tools to analyse workflow efficiency and adjust triggers, delays, or actions as needed.
     
     

2. Stay Informed About New Features and Updates in HubSpot

   • HubSpot frequently introduces new tools and features to enhance automation. Regularly explore updates through HubSpot’s Product Updates page or attend webinars to stay ahead of the curve.
   • Example: If HubSpot launches a new AI-powered tool for email subject line optimisation, integrate it into your automation strategy to boost engagement.
   • Subscribe to the HubSpot blog or community forums to learn how other businesses are leveraging these updates.
     
     

3. Encourage Team Collaboration for Holistic Automation Strategies

   • Involve teams across marketing, sales, and customer service to ensure automation supports all facets of the customer journey.
   • Example: The marketing team could automate lead nurturing, while the sales team ensures leads are followed up promptly, and the customer service team automates satisfaction surveys after a purchase.
   • Use HubSpot’s collaborative tools, such as shared notes, comments, and tasks, to ensure alignment and avoid duplication of efforts.
     
     

4. Focus on Data Hygiene

   • Ensure the data feeding into your automation workflows is accurate and up to date. Regularly clean your contact lists by removing inactive leads and updating outdated information.
   • Example: If a contact changes companies or roles, update their profile to ensure they receive relevant communication. Use HubSpot’s data management tools to simplify this process.
     
     

5. Test and Optimise

   • A/B test various elements of your automation, such as email subject lines, timing, or segmentation criteria. Use HubSpot’s reporting dashboard to evaluate what works and iterate accordingly.
   • Example: Test whether emails sent in the morning perform better than those sent in the afternoon, or compare engagement rates between two different email designs.
     
     

6. Foster Personalisation at Scale

   • Leverage HubSpot’s dynamic content and personalisation tokens to tailor messaging to individual recipients without manual intervention.
   • Example: Include the recipient’s name, recent interactions, or purchase history in emails for a more tailored experience.

By following these best practices and learning from successful use cases, you can maximise the value of HubSpot’s marketing automation platform. Not only does this create a more efficient workflow, but it also ensures your strategies adapt to changing business needs, keeping you competitive in your industry.

FAQs

How Do I Set Up a Basic Workflow in HubSpot?

Setting up a basic workflow in HubSpot is straightforward and helps automate tasks like email follow-ups, lead nurturing, or internal notifications. Here’s how to get started:

1. Navigate to Workflows:
   • In your HubSpot account, go to the “Automation” section and select “Workflows.”
     
     
2. Choose Workflow Type:
   • You can start from scratch or use one of HubSpot’s pre-built templates. Templates are ideal for common tasks like abandoned cart emails or onboarding sequences.
     
     
3. Set a Trigger:
   • Define the event that will activate the workflow, such as a form submission, website visit, or email click.
     
     
4. Add Actions:
   • Use HubSpot’s drag-and-drop editor to add actions like sending emails, updating contact properties, or assigning leads to a team member.
     
     
5. Review and Test:
   • Test your workflow by enrolling a sample contact to ensure it behaves as expected.
     
     
6. Activate the Workflow:
   • Once satisfied, turn it on, and HubSpot will begin automating the process.

Can HubSpot Integrate with Multiple Email Marketing Tools?

Yes, HubSpot integrates seamlessly with a range of email marketing tools to enhance your campaigns. Some key integrations include:

• Mailchimp: Sync your HubSpot CRM with Mailchimp to transfer contacts and track email performance.
  
  
• Constant Contact: Use this integration to send automated emails to segmented lists from your HubSpot account.
  
  
• SendGrid: Perfect for transactional emails, SendGrid can be linked to HubSpot for bulk email delivery.
  
  To integrate these tools, navigate to the “Integrations” section in HubSpot, search for the tool in the HubSpot App Marketplace, and follow the setup instructions.

What’s the Difference Between HubSpot’s Free and Paid Automation Features?

HubSpot offers both free and paid tiers, with differences in the level of functionality:

• Free Features:
  • Automate basic tasks like email sends, task creation, and form follow-ups.
  • Limited to a set number of workflows and actions.
  • Ideal for small businesses just starting with automation.
    
    
• Paid Features (Marketing Hub Professional and Enterprise):
  • Access advanced workflows, lead scoring, and conditional logic.
  • Unlimited workflows with complex branching options.
  • Custom reporting and in-depth analytics to track performance.
  • Features like A/B testing, event-based triggers, and predictive lead scoring.
    Paid plans are more suitable for scaling businesses that need robust customisation and reporting tools.

How Can I Track the Success of My Automated Campaigns?

HubSpot provides comprehensive reporting tools to track and optimise your automated campaigns:

1. Workflow Performance Dashboard:
   • Monitor metrics like email open rates, click-through rates, and enrolment trends for each workflow.
     
     
2. Campaign Reporting:
   • Access detailed insights into individual campaigns, such as conversions, leads generated, and revenue impact.
     
     
3. Custom Reports:
   • Create tailored reports to evaluate specific aspects of your automation, such as the effectiveness of a lead scoring system or the performance of segmented email lists.
     
     
4. A/B Testing:
   • Use HubSpot’s A/B testing feature for email subject lines, content, or timing, and compare which variant performs better.
     By regularly reviewing these reports, you can identify areas for improvement and make data-driven decisions.

Is There a Limit to the Number of Workflows I Can Create in HubSpot?

The limit depends on your HubSpot subscription tier:

• Free Plan: Limited workflows with basic functionality.
  
  
• Marketing Hub Starter: Offers more flexibility but still imposes limits on the number of workflows.
  
  
• Marketing Hub Professional and Enterprise:
  • These tiers provide unlimited workflows with advanced features like branching logic, custom properties, and integration capabilities.
  • Ideal for businesses managing multiple campaigns simultaneously or with complex automation needs.

When planning your workflows, consider your subscription level to avoid hitting any limits and ensure your automation strategy aligns with your business goals.

Your Next Steps to Smarter Marketing Automation

Marketing automation with HubSpot has the potential to transform how businesses engage with their audience, streamline processes, and drive growth. By leveraging features like workflows, email marketing, lead nurturing, and seamless integrations, HubSpot offers a powerful way to save time, enhance efficiency, and deliver personalised experiences to your audience.

At Pixcell, a HubSpot Gold Partner consulting agency, we specialise in helping businesses get the most out of HubSpot’s automation tools.

From onboarding and customising solutions to scaling your marketing operations, we’re here to guide you every step of the way. For more insights, explore some of our recent blogs, like the Beginner’s Guide to HubSpot CRM, HubSpot Operations Hub for Businesses in 2025, and more.

Ready to take your marketing to the next level? Start using HubSpot’s marketing automation tools today and see how they can revolutionise your business. Need expert guidance? Reach out to Pixcell for tailored strategies and solutions that align with your goals.