Hubcast 120: Sales & Marketing Alignment/Enablement, Workflows, & Lead Scoring

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Inbound Back Office is a team of virtual assistants specializing in supporting inbound marketing agencies. They believe getting administrative support shouldn't be complicated. And they know HubSpot. Their team includes marketing specialists that focus on things like:

• Scheduling and calendar management
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• Content development
• Inbound sales support
• Project management

HubSpot Updates

Introducing a Visual Editing Interface for Your Workflows

As your team scales, automation can get complicated. A single flow turns into three or four, one branch becomes several. More people are involved in the process and need a quick way to understand your campaigns. Your processes might get more complex, but your tools don’t have to.

Today, we’re excited to announce that we’ve rebuilt the Workflows editor from the ground up, with a fresh new visual interface that enables you to envision your marketing automation in real-time, as you build.

With the new design, it's easier than ever to piece together powerfully personalized workflows. Here are a few highlights:

Visualized branching logic.

Envision your branches as you go on a simple visual canvas. Zoom in to optimize a specific component, or step back to see your entire campaign in a single holistic view.

Lighter to learn, easier to use.

With the new visual interface, powerful automation is just a few clicks away. Plus, fewer external tools and additional diagrams on whiteboards, and a whole lot less work to train your new team members.

Simpler to share.

Have stakeholders who want to review your automation before you launch it? The new design provides a more digestible snapshot for your CEO, CMO, or sales rep.The new Workflows editor is available to all Professional and Enterprise HubSpot Marketing portals.

Quicker to build.

You'll see a noticeable improvement in workflow loading times. The most important components of your workflows load in nearly half the time, on average, in the new visual editor.

To access the tool, navigate into Contacts --> Workflows, click any of your workflows, and click the opt-in in the bottom-right.

There are some basic functions I was surprised to find don't exist in HubSpot's Lead Scoring Tool:

1. The ability to degrade a score based on inactivity. For example, if a HubSpot score has remained unchanged for 30 days, I'd like to consider them cold and reduce their score by 10 points.

2. The ability to give a score based on someone visiting a specific page 3 times in a single day. You can currently score if they've visited 3 time but there is no time frame available.

3. The ability to score someone if they've visited or downloaded a file inside HubSpot's Sales Documents tool.

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