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Workflows & Automations
As the sole Hubspot admin, I worked with stakeholders across departments to create custom workflows to support filling the pipeline, engaging new visitors, adjusting lead scoring and creating custom lists for their targeted campaigns.
Simple and complex workflows were used to enroll activity into Salesforce campaigns, capture event data, route leads according to activities, send automated emails after events, nurture cold leads and prospects through drip campaigns, clean and match utm tags to Salesforce fields, and much more.
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