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Post by account_disabled on Jan 12, 2024 22:42:23 GMT -5
HubSpot, Guide to automate WhatsApp with HubSpot [PDF+Videos] 6. Monitor and adjust Automation is not a “set it and forget it” process . It is essential to regularly monitor the performance of your workflows and make adjustments as necessary. Use HubSpot analytics tools to evaluate the effectiveness of your automations and look for areas for improvement. 7. Encourage collaboration between teams Make sure Marketing, Sales, and Customer Service teams are aligned. Share information Saudi Arabia WhatsApp Number Data and feedback so everyone is informed and can work together toward common goals. 8 Types of workflows in WhatsApp and HubSpot for Marketing and Sales Integrating WhatsApp with HubSpot unlocks endless opportunities to design workflows that refine your marketing and sales approach. Below, we show you 8 crucial workflows that, when implemented, can amplify interaction with your customers and improve conversion rates: lead tracking Reactivation of stagnant businesses New chat alerts for agents.  Automation for scheduled demos Meeting or event reminder Personalized birthday messages Post-sales satisfaction surveys of your leads by classifying them according to predefined criteria to ensure that they are approached according to their potential or needs. Step 1: Create a new conversation in Treble Step 2: Set up a decision tree with your qualification questions (industry, geography, business model, etc.) Step 3: Add an “Action in CRM” in each box to update properties Step 4: In one more “CRM Action” box, choose the “Lifecycle Stage” property Step 5: Define the most appropriate option according to the progress in the conversation (Lead, MQL, Opportunity, etc.) Step 6: Add a. |
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