Ever feel like you've lost control of your HubSpot automation? You're not alone - and it's not your fault. The problem might be hiding in plain sight: those bite-sized workflows you've been creating.
Let's set the scene:
It started innocently enough. You automated a simple process: "When a deal moves to 'Presentation Scheduled', create a task for me." It worked beautifully, so naturally, you automated more processes... and then more... and even more.
Before long, you had workflows for everything, each designed to accomplish specific, isolated goals.
Then something broke. Congratulations - you've completed level one of the HubSpot workflow game. Unfortunately, level two is significantly harder.
The fundamental issue with this "goal-centered" approach becomes painfully clear when things malfunction. With dozens of active workflows - many triggered by the same events - troubleshooting becomes a nightmare. There's no comprehensive view of what's happening because everything is scattered across disconnected mini-workflows.
But there's good news. Now that you're comfortable with workflows, you can graduate to a more effective approach:
Why should you consolidate into larger, more comprehensive workflows? The benefits are substantial:
Don't worry about monster workflows becoming unwieldy:
Monster workflows consistently outperform collections of short ones. Be strategic and sparing with your triggers. This approach lets you leverage HubSpot's tools more effectively while maintaining control over your increasingly complex automation.
Ready to transform your workflow strategy and save your CRM from death by a thousand cuts?