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What Is Marketing Automation? (And Why You Can’t Scale Without It)

Marketing automation is the difference between growing and actually scaling. Without it, every lead, every follow-up, and every email is a manual task - and that's not sustainable. This guide breaks down what marketing automation really means, why it's not just for email campaigns, and how to start using it in HubSpot to free up your team and drive consistent growth. 
Marketing Automation (1)

Free HubSpot Marketing Glossary

Growing your business without automation? That’s like climbing a mountain with a backpack full of rocks - and no map. Every lead, every follow-up, every email is manual. You’re moving, but slowly. And eventually, you’ll burn out or break down.

You want to scale your growth, generate more leads, get more clients but without the system in place to facilitate that growth, you’ll be achieving more disjointed processes and causing more chaos. Marketing automation is the bridge between ‘growing’ and ‘scaling’ - you can’t do one successfully without the other. To learn how to scale marketing effectively, you’ll first need to get the basics of marketing automation - let’s learn!

What is Marketing Automation?

So, what does marketing automation actually mean? Well it’s not just email marketing. Marketing automation allows you to streamline your operations by automating repetitive tasks that would otherwise be extremely time consuming, or putting barriers in place to streamline certain processes that could potentially be overlooked if performed daily by a user. In HubSpot, you have the beauty of using workflows that can automate almost anything in the portal (we did say almost!).

Sequences can be triggered by user actions, specific user behaviours can initiate workflows, values can be assigned to leads based on their interactions (lead scoring), contact record information can be set when actions are performed, ad interactions can trigger workflows…and the list goes on. The myth that automation is solely for email campaigns is exactly that, a myth! 

Benefits of Marketing Automation

Get hours back in your day by automating low-value tasks like follow-ups, data entry, and tagging so your team can focus on strategy and creative work.

Respond faster and close more deals by using automation to send instant replies, trigger follow-up sequences, and alert your sales team as soon as a lead comes in.

Stay front-of-mind by automatically sending helpful content over time based on each lead’s stage or engagement, without manually writing every email.

 Nurture smarter with automation that sends the right message at the right time based on each lead’s actions, like enrolling pricing guide downloaders into ROI and decision-focused follow-ups.

Align marketing and sales automatically with lead handoff alerts, deal creation, and shared context triggered by actions like lead score or demo form submissions.

Common Myths

Marketing automation may seem daunting but it’s essential to creating sustainable growth. Here are some common myths around marketing automation and the truth behind them!

Typical Automation Flows

Let’s look at some 4 real world examples of marketing automation and show you how to scale your marketing!

Lead Nurturing Flows

These are super easy to set-up. Building a lead nurture flow can help you build trust and educate your audience without pressing a button. Let your lead execute a specific behaviour, such as downloading an e-book, then be enrolled in a nurture that sends them a series of helpful emails over 2 weeks.

Sales Handoff Alerts

Many businesses struggle with alignment between Marketing and Sales - automation is the key to this! Automations can be set-up to streamline processes and ensure no leads slip through the cracks. Try using the threshold feature of HubSpot’s Lead Scoring tool, once a contact hits a high scoring threshold, create a lead and send an instant notification to a sales rep to follow-up - you’ll be preventing hot leads from dropping off.

 
 
 
Re-engagement Campaigns

When leads go cold (it happens, and it sucks!), you can create a workflow to trigger based on certain criteria, such as ‘no engagement for 30 days’, and automate a “Let’s pick things up where we left off” email send.

Internal Tasks & Notifications

The struggle of a lot of businesses is simple, they spend more time searching for what to do, rather than the actual doing of the task. In HubSpot, you can automate pretty much anything (most things, we promise!). Setting up internal task or notifications is easy and has a huge impact. Whether it’s to alert sales to a follow-up call, email or form submission, notify support they need to follow up on feedback, you can create an internal task or notification to ensure the task gets completed.

Automation Is the Foundation of Scalable Growth

Manual processes alone will not help you scale. Marketing automation is what frees you up to focus on strategy, growth and planning - it’s the hidden pillar of successfully scaling not just your marketing but your entire business. Start small and scale up your automations as you get more comfortable. Begin by automating your lead follow-up or your welcome email, it’s as simple as that to get started. If you’re not confident on where to begin, that’s ok! Give us a quick call, and we’ll help you get started.

Download our glossary to get a better understanding of common HubSpot terminology. No sign-up necessary, just value for you.

Ideal to share with team members for internal buy-in and perfect for marketing teams just getting started in HubSpot! What are you waiting for?

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