HubSpot
HubSpot workflows, lifecycle emails, lists, and pipeline CSV templates for B2B marketing teams.
51 templates · Workflow, Email HTML, List CSV
Showing 51 of 51 templates
B2B SaaS Lead Scoring
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Pre-built point rules for company size, title, page views, and demo requests — tuned for B2B SaaS MQL thresholds.
Workflow · ~45 min · Intermediate
Chatbot Qualify → Meeting
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Chatbot asks ICP questions → routes to calendar or nurture. Free workflow download — ~45 min setup on HubSpot.
Workflow · ~45 min · Intermediate
MQL → SQL Handoff with SLA
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Lifecycle workflow that assigns MQLs, starts SLA timers, and escalates when sales doesn't follow up in time.
Workflow · ~45 min · Advanced
AI Marketing Ops
to me · 10:24 AM
Trial Onboarding 7-Day Drip
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Day 0 welcome through day 7 upgrade nudge — activation milestones baked into copy. Free email html download — ~25 min setup on HubSpot.
Email HTML · ~25 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Webinar Follow-Up — 3 Emails
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Three-email HubSpot HTML sequence: thank you + replay, key takeaway resource, soft demo CTA.
Email HTML · ~20 min · Beginner
Import template: company, domain, tier, AE owner, AM owner, play status. Free list csv — ~15 min on HubSpot.
List CSV · ~15 min · Beginner
Advocacy Referral Workflow
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
NPS promoter → invite to referral program → track submissions → reward fulfillment task.
Workflow · ~25 min · Intermediate
Attribution Map
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Document UTM, CRM, and ad platform fields so every lead carries consistent source attribution.
Workflow · ~15 min · Beginner
Stages from discovery call to signed SOW — with probability and tasks.
Pipeline CSV · ~30 min · Intermediate
Cold Contact Re-engagement
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
90-day inactive contacts get 3-email win-back then marketing hold or unsubscribe.
Workflow · ~35 min · Intermediate
Contact Merge Handler
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Duplicate detected → merge rules by email domain → preserve latest activity → audit log.
Workflow · ~30 min · Advanced
Content Download Nurture
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Asset download → topic branch nurture → MQL score bump → SDR route. Free workflow — ~15 min on HubSpot.
Workflow · ~15 min · Beginner
Content Gate + Nurture
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Form submission delivers asset, sets lead source, enrolls MOFU nurture — one workflow.
Workflow · ~30 min · Intermediate
Copy Swipe
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Headline and primary-text variants organized by funnel stage for rapid ad creative testing.
Workflow · ~15 min · Beginner
Avg days in stage, conversion rate, and bottleneck stage flags for pipeline reviews. Free report csv — ~25 min on HubSpot.
Report CSV · ~25 min · Intermediate
Deliverability Audit
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Deliverability Audit template for HubSpot — documented triggers, field maps, and QA steps ops can deploy in one working session.
Workflow · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Demo No-Show Recovery
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Calm, non-guilt-trip emails when prospects miss the demo — rebook link, case study, and breakup.
Email HTML · ~20 min · Beginner
Email A/B Test Workflow
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Send A/B subject test → wait for winner → send to remainder → log variant in property.
Workflow · ~20 min · Intermediate
SPF/DKIM/DMARC, bounce rates, spam complaint thresholds, and list hygiene checks. Free config csv — ~20 min on HubSpot.
Config CSV · ~20 min · Intermediate
Event Attendee Nurture
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Attended event → tag interest topic → 3-email nurture → SDR task if high intent. Free workflow — ~25 min on HubSpot.
Workflow · ~25 min · Intermediate
Form → Sales Sequence
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
High-intent form → round-robin owner + enroll 5-touch sales sequence + task. Free workflow — ~25 min on HubSpot.
Workflow · ~25 min · Intermediate
Form Tracking
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Form Tracking template for HubSpot — documented triggers, field maps, and QA steps ops can deploy in one working session.
Workflow · ~15 min · Beginner
Freemium Upgrade Nudge
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Usage threshold hit → upgrade email series → in-app CTA property update. Free workflow — ~15 min on HubSpot.
Workflow · ~15 min · Beginner
Import-ready list template: industry, employee count, revenue, tech stack fields.
List CSV · ~15 min · Beginner
Landing Page Spec
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Landing Page Spec template for HubSpot — documented triggers, field maps, and QA steps ops can deploy in one working session.
Workflow · ~15 min · Beginner
Lead Recycle Nurture
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Disqualified leads → 90-day wait → re-engagement email → re-score → route if MQL. Free workflow — ~25 min on HubSpot.
Workflow · ~25 min · Intermediate
Lead Routing
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Inbound leads enrich, score, and assign to the right owner with SLA alerts — no shared inbox triage.
Workflow · ~15 min · Beginner
Lifecycle Stage Automation
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Subscriber → lead → MQL → SQL transitions driven by behavior rules, not manual updates.
Workflow · ~40 min · Intermediate
Lookalike Seed
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Lookalike Seed template for HubSpot — documented triggers, field maps, and QA steps ops can deploy in one working session.
Workflow · ~15 min · Beginner
Lost Deal Win-Back
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Closed lost → reason required → timed win-back nurture by loss reason. Free workflow — ~30 min on HubSpot.
Workflow · ~30 min · Intermediate
Campaign attribution, influenced pipeline, and closed-won revenue by touch model. Free report csv — ~25 min on HubSpot.
Report CSV · ~25 min · Intermediate
NPS Detractor Workflow
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
NPS ≤6 → create CS task + manager alert + save offer enrollment.
Workflow · ~30 min · Intermediate
AI Marketing Ops
to me · 10:24 AM
Onboarding Checklist Emails
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Day 0, 3, 7 onboarding emails with tasks, resources, and CSM intro.
Email HTML · ~25 min · Beginner
Partner Co Marketing
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Partner Co Marketing template for HubSpot — documented triggers, field maps, and QA steps ops can deploy in one working session.
Workflow · ~15 min · Beginner
Partner Lead Routing
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Partner source tag → assign partner manager + AE + co-branded nurture enroll. Free workflow — ~30 min on HubSpot.
Workflow · ~30 min · Intermediate
Partner Referral Deal
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Partner form submit → create deal in partner pipeline → notify channel partner manager.
Workflow · ~25 min · Intermediate
Pipeline Alert
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Deal stage stalls beyond SLA → Slack alert to AE manager with deep link and last activity summary.
Workflow · ~15 min · Beginner
AI Marketing Ops
to me · 10:24 AM
Post-Support Survey
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Ticket closed → CSAT survey email → detractor alert workflow trigger. Free email html — ~20 min on HubSpot.
Email HTML · ~20 min · Beginner
Preference Center Setup
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Subscription types, opt-down flows, resubscribe paths, and GDPR/consent copy blocks. Free md — ~25 min on HubSpot.
MD · ~25 min · Intermediate
Product Usage Score
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Weekly usage sync → increment score property → MQL boost or churn risk flag thresholds.
Workflow · ~30 min · Advanced
Progressive Profiling Map
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Form visit 1–4 field rotation: email, role, company size, budget, timeline. Free form config — ~20 min on HubSpot.
Form Config · ~20 min · Intermediate
AI Marketing Ops
to me · 10:24 AM
Referral Invite Sequence
Hi {{first_name}},
Quick follow-up on your request. Here's what happens next and how to book time with our team.
Ask happy customers for referrals — 2-email sequence with personal link.
Email HTML · ~20 min · Beginner
Stages: 90-day notice, negotiation, at-risk, renewed, churned — with owner rules. Free pipeline csv — ~20 min on HubSpot.
Pipeline CSV · ~20 min · Beginner
SAL Handback
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
SAL rejected → reason required → recycle nurture → re-score in 30 days. Free workflow — ~15 min on HubSpot.
Workflow · ~15 min · Beginner
Smart Content Industry
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Industry property → swap hero, CTA, and social proof blocks on key landing pages. Free workflow — ~35 min on HubSpot.
Workflow · ~35 min · Intermediate
Stale Opp Reopen
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Closed-lost 90+ days → new activity signal → reopen task → AE notify. Free workflow — ~15 min on HubSpot.
Workflow · ~15 min · Beginner
Template for marketing suppression imports with reason codes and dates.
List CSV · ~10 min · Beginner
Territory + Industry Routing
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Workflow logic assigns owner based on country/state matrix and industry vertical — with fallback round-robin.
Workflow · ~35 min · Intermediate
Trial Expired Winback
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Trial ended → wait 3 days → winback email → offer extension → sales task. Free workflow — ~15 min on HubSpot.
Workflow · ~15 min · Beginner
Upsell Trigger Workflow
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Product usage or deal stage triggers CSM task and targeted upsell email enroll.
Workflow · ~40 min · Intermediate
Win Loss Analysis
HubSpot workflow
Form submit
Set properties
If MQL score
Assign owner
Send email
Win Loss Analysis template for HubSpot — documented triggers, field maps, and QA steps ops can deploy in one working session.
Workflow · ~15 min · Beginner
HubSpot templates include clone-ready workflow steps, HTML marketing emails, and CSV imports for pipelines and lists. Built for Marketing Hub Pro teams running MQL→SQL handoffs, lead scoring, chatbot qualify-to-meeting flows, trial onboarding drips, webinar nurture, and RevOps SLA reporting — with property names, lifecycle stages, and enrollment triggers already labeled for B2B SaaS. Download via email, import into your portal, and adjust scoring thresholds to match your ICP before enabling live enrollment.
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