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Close Deals like A Pro with HubSpot Pipeline Automation

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Imagine you close more deals in less time, with less effort. Sounds too good to be true? Well, HubSpot Pipeline Automation can make this desire come true!

It's a powerful tool that automates repetitive tasks and provides actionable insights. 

Gone are the days of manually moving leads through the sales process. With HubSpot Pipeline Automation, you can streamline your sales pipeline and increase revenue. Plus, by automating repetitive tasks, you'll free up valuable time for your sales team to focus on what they do best: closing deals.

Companies using HubSpot Pipeline Automation have seen exponential growth in lead conversion rates.

Now let's take your sales strategy to new heights with HubSpot sales pipeline automation. We will discover the magic of this automation together.

Discover The Power Of HubSpot Pipeline Automation 

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HubSpot sales pipeline automation is the best tool that can help businesses optimize their sales processes. According to McKinsey, this tool can automate 30% of sales-related activities. 

HubSpot Pipeline works by allowing your business to set up automated tasks and triggers within the sales pipeline. This can include things like sending automated follow-up emails, scheduling meetings, and updating lead statuses. By automating these tasks, you can save time and increase efficiency.

The tool integrates with the CRM and allows businesses to set up custom pipelines that align with their specific sales process. A card represents each pipeline stage and you can set up conditions and actions that move leads through the pipeline. For example, if a lead opens an email, the condition will trigger the action, and the lead will automatically move to the next stage of the pipeline.

It also provides information such as which stages of the pipeline leads are falling out of and where they are getting stuck. You can use this data to make informed decisions.

But are you worried whether this tool will work for your business? Well, let's surprise you with a big secret!

Big companies like Salesforce and Dell technologies have successfully implemented HubSpot Sales Pipeline Automation to boost their revenue. It has also helped them to identify potential issues early on. In addition, this automation has helped Dell Technologies to increase customer retention.

So, if these firms can use this tool, you should too!

Must-Have Features Of Hubspot's Pipeline

HubSpot Pipeline comes packed with a variety of must-have features that make it a powerful tool for businesses of all sizes.

Here are the features that make HubSpot's Pipeline the best. 

1. Effortlessly generate new transactions with alacrity.

The HubSpot pipeline helps in generating transactions directly from your customer relationship management (CRM) platform. You can utilize the contact or corporate record to populate most of the transaction's information swiftly. 

Hence, it eliminates the need for tedious manual data entry and increases communicative outreach and attainment of sales objectives.

2. Customize your sales progression to align with your sales methodology. 

Whether you have a pre-existing methodology or are commencing from the beginning, the pipeline management software provided by HubSpot makes it simple to fashion your desired process. 

It independently adds, modifies, and eliminates stages and attributes of transactions with no technical assistance. Not only this, but its pipeline also advances transactions by assigning tasks to your team members. 

Additionally, you can shift transactions between stages with a simple drag-and-drop action when they are successfully completed.

3. Monitor progress and analyze the overall health of your pipeline. 

You can achieve a comprehensive insight into the performance of individual team members and the team. 

You can use your sales dashboard to keep tabs on progress towards achieving sales quotas. Also, it's best to check monthly trends in crucial sales activities with the overall value of your pipeline.

Here Are The Stages Of The Sales Pipeline 



By breaking down the sales process, teams can identify whether their leads are in process and how to move them efficiently through the pipeline. So, HubSpot sales pipeline stages are as follows:

1. Lead Generation

The stage where you actively generate new leads through various marketing efforts such as social media, advertising, and events.

2. Lead Nurturing

Building personalized relationships with B2B customers and prospects throughout the sales funnel is essential for successful lead nurturing. This process should encompass all forms of communication, including newsletters, product updates, database emails, and other cross-channel interactions.

3. Market Qualified Leads (MQLS)

The MQLs are the leads that have shown interest in your brand through marketing efforts and are more likely to become customers compared to other leads.

4. Sales Accepted Leads (SALS)

These are MQLs that have been reviewed and passed on to the sales team for further qualification. The sales process begins once a lead becomes a SAL.

5. Sales Qualified Leads (SQLs)

SQLs are prospective customers that have progressed through the sales pipeline and are now ready for the sales team to focus on converting them into active customers.

6. Closed Deal

In this stage, the deal has been successfully closed and the consumer has made a purchase.

7. Post-Sale

This stage encompasses all the activities carried out after the customer has made a purchase. This includes follow-up to ensure customer satisfaction and identify potential cross-sell opportunities.

A Step-By-Step Guide To Creating A Deal Pipeline In Hubspot

Creating a pipeline in HubSpot is a great way to manage and track the progress of your sales process. Here's a step-by-step guide to help you get started:

To get most of your HubSpot sales pipeline, you must learn how to create it. 

  1. Go to HubSpot and log in.
  2. Navigate to CRM and then click on Deals under Sales at the top menu.


3. Click on “Actions” dropdown and select “Add Pipeline Automation”.


4. Select the “Pipeline” dropdown and click on “Create Pipeline”. 


5. Tap on creating a new pipeline.
6. Now add another pipeline and enter its name.
7. Finally, click on create to get a new pipeline for your business. 

As you move deals through the pipeline, you can track their progress and make adjustments as needed. For example, if a deal gets stuck in the "Demo" stage, you may need to reassess your approach or provide additional resources to your sales team so that they can close the deal.

With HubSpot, you can also set up automated workflows to further streamline your sales process. For example, you can create a workflow that automatically sends an email to a contact when they move to a specific stage of the pipeline.

Setting Up Deal Stages In Hubspot



The distinct phases of your HubSpot sales pipeline are called HubSpot Deal Stages. Every deal stage corresponds to a distinct stage of the consumer's interaction with your sales team. It covers the initial discovery call to the quote signature.

The stages you choose for your pipeline will depend on your business needs and sales process. However, we have listed down some of the HubSpot deal stages examples

1. Lead

This is the initial stage where a potential customer has been identified but has not yet been qualified as a sales opportunity.

2. Qualification

This stage is where you assess whether the lead is a good fit for your product or service and has the budget and authority to make a purchase.

3. Proposal

In this stage, you would present a proposal or quote to the potential customer and negotiate the terms of the deal.

4. Negotiation

This stage allows you to work on the final details of the deal with the customer, including pricing, delivery, and any other contingencies.

5. Closed Won

In this stage, the deal is successfully closed and the customer has made a purchase.

6. Closed Lost

At this stage, the customer has decided not to make a purchase.

7. Follow-up

You follow up with the customer to ensure they are satisfied with their purchase and to identify any upsell or cross-sell opportunities.

8. Renewal

This stage is where you renew a customer's purchase.

These stages are just examples, and you can customize them to match your specific sales process. The key is to have enough stages of tracking the progress of a deal. But don't track too many because it becomes overwhelming.

Maximise Efficiency By Automating The Sales Pipeline In Hubspot

Whether you are new to HubSpot or a seasoned pro, here are some tips to automate the sales pipeline. 

  1. Open the settings icon again as you've done it previously from the main navigation bar.
  2. Click on Objects > Deals located on the sidebar menu.
  3. Search for the Pipelines tab in your HubSpot account.
  4. Open the dropdown menu and find "Select a pipeline."

select-a-pipeline5. Drag the cursor to the Automate tab and click it.

6. Lastly, tap and create a workflow in the deal stage's column to automatically make a task for the deal stage.

Hubspot Pipeline Creation Dashboard Templates 

You can explore items or templates created to understand better how to create a HubSpot pipeline. Below are some templates for your reference.
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Dashboard Templates For HubSpot Pipeline 

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Wrapping Up

In a nutshell, HubSpot's pipeline manages and tracks your sales process. It allows you to break down the process into different stages and make adjustments when needed.  

Additionally, by combining pipeline visualization with other vital metrics, you can have a holistic view of your sales performance. The best part is, creating a professional-looking dashboard is a breeze and doesn't require any coding or design experience.

So, why wait for more to take your sales process to the topmost level? Revnew can help with HubSpot pipeline setup. Contact us today! You'll be glad you did it!

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