Marketing Automation

Leverage technology to turn triggers like web clicks, form submissions and CRM updates into automated actions like email follow-up, task assignment and more.

Gist - MarketingAutomation_V1R1.mp4

 

Target, Automate & Scale

Marketing automation is widely known for its ability to "drip" emails to leads and customers. And while that's certainly useful, savvy businesses also leverage automation to create tasks, send internal communications and keep a CRM organized and clean. Marketing automation will help your organization save time, reduce friction and scale its growth in a variety of ways.

Marketing Automation Examples

Hubspot - Using Workflows to Automate Lead Follow-Up

Automation for Lead Follow Up

Check out this video from our HubSpot tutorial library that shows how easy it is to use marketing automation to follow up with new leads.

Hubspot - Using Workflows to Automate Tasks.mp4

Automation for Task Assignment

Similarly, marketing automation is equally as useful for sending internal communications and creating tasks for your team members.

Automation Triggers

  • Website form submission
  • Page view or click
  • Email open or click
  • Social media engagement
  • File download
  • Manual update to CRM record
  • List membership
  • Deal creation or update
  • Chatbot engagement
  • Meeting booked
  • Ads interaction
  • Workflow enrollment or completion
  • Third-party integration

Automation Actions

  • Send an email
  • Create a deal
  • Update a CRM record
  • Send internal email
  • Create and assign a task
  • Create a support ticket
  • Add to a list
  • Assign a contact owner
  • Register for a webinar
  • Send a text
  • Assign a contact or company owner
  • Add a delay or if/then branch
  • Third-party integration
The Gist - Lead Generation - Buffalo NY Marketing Agency

Let's Leverage Automation & Scale Your Growth

Complete the form to get in touch with us when you're ready to start leveraging marketing automation for your business. When we receive your submission, we'll reach out immediately to schedule an exploratory call where we'll discuss your situation and begin to design a strategy that will save you time and scale your growth.

We've seen amazing results across the board in our inbound marketing analytics.

Kevin Kerl, CEO, SelectOne

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You want to grow. We can help. Drop us a line or schedule an exploratory call.