Manual data entry might be one of the most tedious and inefficient tasks in the corporate world. Not only does it put you to sleep, but it also wastes precious time and resources, slashing your productivity to bits. According to Zapier, 94% of workers perform time-consuming, repetitive tasks. Fortunately, there’s technology that can automate these mind-numbing tasks, eliminating human error and letting you focus on the work that actually matters — workflow automation.
Get Started with HubSpot's Marketing Software for Free Workflow Automation Workflow automation is the process of using rule-based logic to launch a series of tasks that run on their own without any human intervention. After you establish the rules fax number list and logic, automated workflows can send emails, set up reminders, schedule tasks, trigger drip campaigns, and more — all without anyone in your team touching a single button. By leveraging self-operating processes that run manual tasks, workflow automation can help your business save time and money, diminish errors, and boost productivity. Table of Contents How does workflow automation work? Workflow Automation.
Examples Best Workflow Automation Software How does workflow automation work? Workflow automation typically relies on a series of if/then statements to trigger another task. It then branches off depending on the action that was taken by a lead, employee, or another stakeholder. Let’s walk through an example workflow for turning a form submission into a deal opportunity. A website visitor submits a form. The action automatically enrolls the visitor in a drip campaign. It creates a new deal and sets the status to "New." The first email of the drip campaign is sent to the lead, requesting to schedule a meeting. The lead clicks through to the meeting scheduler and creates an appointment. A thank you email is sent to the lead, confirming the date and time. The CRM creates a new task and assigns it to a sales rep.