Once you have created your intent-based workflow, it will start running automatically. When a contact meets the trigger criteria for your workflow, the actions you have specified will be executed.
Yes, you can create intent-based workflows in HubSpot. Intent-based workflows are a type of workflow that uses data about a contact's behavior to trigger actions. For example, you could create an intent-based workflow that sends an email to a contact when they visit a specific page on your website or when they download a white paper.
To create an intent-based workflow in HubSpot, you will need to:
- Go to the Workflows section of HubSpot.
- Click Create workflow.
- Select Intent-based as the workflow type.
- Select the trigger for your workflow. For example, you could select Contact visits a page or Contact downloads a file.
- Select the actions for your workflow. For example, you could select Send an email or Create a task.
- Click Create.
Once you have created your intent-based workflow, it will start running automatically. When a contact meets the trigger criteria for your workflow, the actions you have specified will be executed.
Here are some of the benefits of using intent-based workflows:
- You can target your marketing efforts more effectively.
- You can improve your customer experience.
- You can increase your sales.
If you are looking for a way to automate your marketing and sales processes, then you can use intent-based workflows. Intent-based workflows are a powerful tool that can help you improve your marketing and sales results.
Here are some examples of intent-based workflows you could create in HubSpot:
- Send an email to a contact when they visit a specific page on your website.
- Create a task for a sales representative when a contact downloads a white paper.
- Add a contact to a marketing list when they visit your website from a specific source.
- Send a follow-up email to a contact when they don't open your first email.
The possibilities are endless! With intent-based workflows, you can automate your marketing and sales processes and target your efforts more effectively.