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Use HubSpot (Use Case)

Last updated: February 25, 2025

Available with any of the following subscriptions, except where noted:

All products and plans

Generate leads 

Use HubSpot's marketing tools to achieve your goals when generating and nurturing quality leads:

  • Target your desired audience using paid ad campaigns.
  • Convert more visitors with forms and landing pages.
  • Manage multiple social media profiles efficiently with HubSpot's social tool.
  • Nurture your contacts with marketing emails.
  • Track your marketing progress with the campaigns tool.

Create and analyze ad campaigns

Target your desired audience and attract the right visitors to your website with ad campaigns. Connect your Google, Facebook, or LinkedIn ad accounts to track your ad campaigns from within HubSpot.

After connecting an ad account, HubSpot applies tracking to your active campaigns, which automatically creates contacts in your HubSpot account when they convert on your ads. You can also create audiences, publish ads, and report on your ad campaigns.

Convert more visitors with forms

Convert visitors to contacts with forms on your HubSpot-hosted or external website. Capture key customer information for your leads, such as name and email address.

When a visitor submits a form, their information is stored on a contact record in HubSpot. You can then use that information to power other tools, such as lists and workflows, for nurturing and targeting. Submissions made to non-HubSpot (external) forms will also appear in HubSpot. 

Attract new leads with a landing page

Attract first-time visitors to your website with promotional landing pages. A successful landing page informs prospects about your brand and provides an opportunity to convert them into contacts.

HubSpot's landing page tool allows you to create landing pages from scratch or with AI, then customize them with drag and drop editing tools.

Manage multiple social accounts with the social tool (Marketing Hub Professional or Enterprise only)

Schedule and publish your social posts to several networks simultaneously with HubSpot's social tool. Connect your Facebook, Instagram, LinkedIn, and X accounts to HubSpot. Then, report on post engagement data such as likes and clicks, and monitor mentions and interactions with your brand from within HubSpot. 

Nurture contacts using marketing emails

Nurture your contacts with marketing emails. You can send promotional offers, and provide news and updates about your business. Personalize and tailor the content of your emails to deliver relevant information.

Before you begin sending, set up email subscription types to track which contacts you have permission to email. You should also customize your email footer to comply with email sending regulations. After you’ve sent your first few marketing emails, learn how recipients are interacting with your content. As you ramp up your sending volume, monitor the positive engagement rates of your emails to maintain a healthy sending reputation.

Plan and track your marketing progress with campaigns (Marketing Hub Professional or Enterprise only)

Use the campaigns tool to strategize and map out the timeline of your marketing campaigns across different assets. After adding assets to a campaign, you can keep track of the overall campaign and individual asset performance on the campaign details page.

For example, you can create a campaign with social posts, forms, and landing pages to raise awareness of a new product. Then, keep track of the campaign’s performance with metrics such as influenced contacts. All campaigns and associated assets will appear in your marketing calendar.

Automate your marketing

Improve your team’s efficiency by automating business and marketing processes in HubSpot:

  • Segment and target high-quality leads using lists
  • Engage and keep track of prospects using marketing emails 
  • Automate your marketing with workflows to keep your contacts interested every step of the way

Using automation eliminates many tedious and manual processes. You can also use simple automation within existing tools to manage your follow-up. For more complex processes, you can use workflows. 

Target quality leads using lists 

Segment your data to understand your audience and identify high-quality leads. When using the lists tool, you can filter contacts and companies based on property values in addition to other criteria options. Then, use the list to send an email, trigger a workflow, create an ads audience, and more. For example, you can create a list of existing customers that have not been contacted in the last 90 days. 

Engage prospects using marketing emails

Engage and nurture your contacts with marketing emails. You can send promotional offers, and provide news and updates about your business. Actively engage your contacts by personalizing and tailoring the content of your emails to deliver relevant information.

Before you begin sending, set up email subscription types to track which contacts you have permission to email. You should also customize your email footer to comply with email sending regulations.

After sending marketing emails, use HubSpot’s email analytics to keep track of these contacts. As you ramp up your sending volume, monitor the positive engagement rates of your emails to maintain a healthy sending reputation.

Automate your marketing directly within your marketing tools (Marketing Hub only) 

Keep your contacts interested after a form submission or opening a marketing email. Add automation directly from the forms or marketing email tool to automate follow-up processes to continue nurturing contacts after they engage with your content.

For example, you can create a ticket after a contact submits a form so you can track their interaction with your business, or add contacts who clicked a specific link in a marketing email to a static list.

You can also create simple workflows that execute multiple actions. Each simple workflow can have up to 10 actions. For example, after submitting a form, you can update a contact’s property, then send a follow-up email to the contact. For more complex automation, you can use the workflows tool. 

Use workflows to automate your marketing processes (Marketing Hub, Sales Hub, Service Hub and Operations Hub Professional and Enterprise only)

Use workflows to automate your marketing processes in HubSpot to stay connected and keep these contacts interested. For example, you can use workflows to:

  • Trigger a personalized birthday or anniversary marketing email 
  • Countdown to an event or tradeshow 
  • Send a series of emails for a marketing campaign

When creating your workflow, edit the workflow's settings to control when workflow actions should execute, prevent specific records from enrolling, or set when to automatically unenroll other records.

Before turning on your workflow, you can test the workflow in the workflow editor. If your workflow is not behaving as expected, you can troubleshoot your workflow errors or enrollment issues.

Manage your sales pipeline

Use HubSpot's sales tools to build and automate your sales pipeline:

  • Keep your lead funnel organized using pipeline automation
  • Use workflow to efficiently prioritize leads and automate lead hand-off
  • Keep your leads engaged and converting with Sales email and sequences 
  • Organize your leads within the sales workspace
  • Manage your leads after hand-off with - meeting calling sales emails

Manage your lead funnel with pipeline automation

From your pipeline settings, you can set up automation based changes to a record’s stage. For example, you can create a task for the sales manager to follow up with a rep when a deal status changes to Closed Won or send an internal notification to your support team when a new ticket is created, ensuring no customer inquiry goes unanswered. You can also update the ticket status when an email is sent to or received from a customer, reducing the time your reps spend on administrative tasks.

Automate your sales processes with workflows (Sales Hub Professional and Enterprise only)

Use workflows to automate your sales, and services processes in HubSpot to effectively prioritize leads and manage lead assignments and hand-offs. For example, you can use workflows to:

When creating your workflow, edit the workflow's settings to control when workflow actions should execute, prevent specific records from enrolling, or set when to automatically unenroll other records.

Before turning on your workflow, you can test the workflow in the workflow editor. If your workflow is not behaving as expected, you can troubleshoot your workflow errors or enrollment issues.

Engage leads with sales emails

Send pre-made or from-scratch sales emails from a contact record in HubSpot, using the HubSpot Sales email extension or add-in in your email inbox, or using the HubSpot mobile app. Sales emails can contain documents and scheduling links, as well as pre-made snippets.

To send one-to-one emails to a contact from a record, you’ll need to connect your personal email to HubSpot in your account settings. You can also connect a team email address to the conversations inbox for shared communication.

To access the sales tools directly from your personal email account, install the HubSpot Sales email extension or add-in. Using the extension, you can log emails you send from your inbox to the recipient’s record in HubSpot and track if they open the email.

Engage leads with sequences

Set up sequences to nurture your leads over time. When a contact is enrolled into a sequence, they will receive a series of timed, personalized one-to-one emails. You can also automatically create follow-up tasks as part of the sequence so you never miss an opportunity to connect with a lead. You can enroll contacts in sequences from the sequences tool, CRM records, using the HubSpot sales email extension or add-in in your email account, or using workflows.

Using the sequence summary page, you can monitor contacts who are actively enrolled in a sequence, and pause or resume enrollment. When contacts reply to an email or book a meeting, they will be automatically unenrolled from the sequence.

Close deals

After setting up your sales funnel, use HubSpot's sales tools to monitor your leads and close deals:

  • Organize your leads within the sales workspace
  • Schedule meetings and call your sales emails

Organize your leads with the sales workspace

Users with an assigned Sales Hub seat can efficiently manage their daily workload (including deals and leads) in HubSpot from the sales workspace. Use the sales workspace to prioritize and execute the most impactful and relevant sales actions and hit your sales goals.


Meet and call your prospects 

Allow prospects to easily book demos and calls with scheduling pages. You can schedule time on your connected Google, Office 365, or Exchange calendar. Booking in this way also ensures that you’re never double-booked.


You can also call your contacts directly from HubSpot with a HubSpot-provided phone number, a registered outbound phone number, or a third-party calling provider. 


Scale support

Customers will need to contact your company often with queries about your products or services. When your customers contact your company, you want to make sure that you're managing their query and replying to them in a timely manner.

  • Manage multiple support channels with help desk
  • Allow customers to self-serve with a knowledge base 

Help desk 

Use help desk to consolidate your support process and manage multiple support channels from a single workspace. You can connect and manage tickets from chat, email, form, calling, WhatsApp, and Facebook Messenger. 

By default, tickets will automatically be created via all channels you've connected to help desk.

Create a knowledge base to help your customers self-serve (Service Hub Professional and Enterprise)

Create a knowledge base to help your customers resolve issues independently and deflect queries from your support team. A knowledge base is an online library of how-to guides, reference docs, and troubleshooting steps for your customers. You can customize your knowledge base's appearance and manage your content in multiple languages.

 
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