Manufacturers face a unique challenge: long sales cycles, complex channels, and multiple handoffs between marketing, distributors, and reps. The solution? Smart workflows that automate what’s repeatable and surface data that matters.
Here are ten practical HubSpot workflows that leading manufacturers use to simplify their processes, strengthen partnerships, and accelerate revenue.
Send automated email sequences with product updates, training invites, and co-marketing assets. Keep your distributors educated and engaged so they can sell confidently on your behalf.
Build private login pages using HubSpot CMS and HubDB to give each distributor access to inventory, marketing collateral, and pricing tailored to their region or vertical.
Set up workflows that monitor deal volume and order frequency. If sales from a key customer or distributor drop by more than 20%, trigger an alert for the account manager to investigate.
Capture leads from trade shows directly in HubSpot, tag them by event, and launch follow-up sequences within 24 hours — thank-you messages, product sheets, demo invites, and rep assignments.
Create reports that identify which products sell together. Use this data to trigger automated follow-ups suggesting complementary products or maintenance kits.
Integrate tools like Bombora or 6sense with HubSpot. When target accounts show active intent, notify the assigned rep and enroll them in a personalized outreach sequence.
Use custom objects for rebate programs or partner incentives. Send monthly progress reports automatically showing how close each distributor is to hitting the next tier.
Set up automated workflows that deliver pitch decks, spec sheets, or technical documents based on a rep’s deal stage or product line. No more hunting through shared drives.
After a delivery or service ticket closes, send an automated feedback request. Feed that data back into dashboards to identify which accounts need attention or training.
Sync HubSpot with ERP data to detect when orders fall below forecast or inventory drops under threshold levels. Trigger reminders for replenishment or production scheduling.
Manufacturing growth isn’t just about selling more — it’s about creating a system that scales relationships. When you automate the right steps, your CRM becomes a strategic asset: it surfaces insights, accelerates decisions, and keeps your sales team focused on building trust where it matters most.
HubSpot’s new AI tools can help you generate personalized follow-up content, localize distributor pages, and summarize account insights. With a few clicks, you can create custom playbooks that used to take entire teams to build.
Set up once. Optimize forever. And let your workflows work as hard as your machines.