A guide for B2B SaaS companies

When the B2B sauce companies decide to migrate from the Legacy CRM system, their biggest concern is not just transmitting the data – this ensures that their current marketing automation workflows continue to run without any interference. The same vacuum in the automatic nurturing series or lead scoring can mean lost opportunities and confusion, and who wants it?

The stake is high: a bootted migration can incorrect or mess up your data, such as customer records, purchase date, lead information and pricing levels.

LI to make your workflow automation migration as smooth as much as possible, I will break 10 marketing automation workfootflow templates for B2B sauce companies. I will even tell you how to avoid dreams of data reduction or other transfer. How should you move your workflow?

The table of content

10 Marketing Automation Work Flow Tempelites for B2B Sass Companies Transfer from Legacy CRM

Phase 1: Flow of main revenue

1. Demo Request Answer Automation

The target for the Demo Application Response Automation Workf is to immediately respond and schedule the demo applications.

Hub Spot Setup:

• Trigger: Create submitting on the demo application page
• Actions: Send quick verification email, make a deal, assign area -based sales rap, add in the “demo requested” sequence
• Increase: Use Hub Spot Meeting Scheduleing Tool Integration

Time to enforce: 2-4 hours

• Why first: The highest conversion rate touch point
• The risk of revenue: No delay in demo scheduling is directly losing deals
• The complexity of migration: Less – Straight trigger/Action Setup

Why does it matter: Demo applications are the highest conversion rate, so any delay in responding to demo applications directly affects the revenue.

2. Sales Qualified Lead (SQL) Hand -off workflow

Purpose: Smooth transitions in sale from marketing

Hub Spot Setup:

• Trigger: Lead score reaches the SQL limit or taken specific action (View Prices Page + Demo Request)
• Actions: Assign sales reps, send internal notification, add sales continuity, Schedule follow -up reminders
• SLA: Automatic increase if sales do not contact within 24 hours

Time to enforce: 2-4 hours

• Why the second: Maintains sales speed from marketing
• The risk of revenue: If not working, the entire lead pipeline breaks down
• Critical factor: Required alignment between marketing and sales teams

Critical success factor: This workflow requires strict harmony between marketing and sales teams during migration.

3. Guide the Life Cycle Progressive Work Flu

The purpose of the lead life cycle progresswork flu is to automatically move the leads to your chimney stages.

Hub Spot Setup:

• Trigger: Contact property changes (lead scores, engagement levels, or demo application)
• Actions: Update Life Cycle Stage, Assign Lead Owner, Send Internal Notifications
• Key feature: HubSpat’s ancestral lead scoring vs Complex Lagye CRM scoring regulations reuse rules

Time to enforce: 6-10 hours

• Why third: Handle 60-80 % of your lead volume
• The risk of revenue: Leeds get stuck in the wrong stages, which affect reporting and follow -up
• Foundation: Other workflose depends on doing the right thing on this

Migration indicating: This workflow usually handles 60-80 % of your lead volume, so test well before going directly.

Phase 2: Flu of customer success

4. Customer onboarding Progressive Work Flu

Purpose: Guide new users through the milestone of implementation

Hub Spot Setup:

• Trigger: Dell closes
• Actions: Enroll in on -boarding email setting, make work on ship work, assign customer success manager
• Milestone: Welcome (Day 0), Setup Reminder (Day 3), First Success Check -In (Day 14), 30 Days Health Scores

Time to enforce: 8-12 hours

• Why fourth: Directly affects the mand rate and extension revenue
• Business Effects: Poor on -boarding may increase 75 %
• Time sensitivity: New users expect to immediately ship communication on the ship

Migration’s preference: High -customer success workflows directly affect monor rates.

5. Customer Health Score Monitoring Work Flu

Purpose: Risk users actively identify

Hub Spot Setup:

• Trigger: Customer Health Score falls down from the doorstep
• Actions: Alert Customer Success Manager, Include Keeping Campaign, Schedule Check In Call
• Data sources: Product use data, support ticket frequency, payment date

Time to enforce: 12-16 hours

• Why fifth: Prevents reduction in revenue from Mandor
• Strategic value: Active retaining new users is 5-7x cheaper

Migration Note: Health scoring models may need adjustment for the calculation methods of the hubs spot.

Phase 3: Workflow and correction workflow

6. The abandoned trial restoration sequence

Purpose: Re -engaging trial users who have not recently logged in

Hub Spot Setup:

• Trigger: The contact did not engage with the product for 3 days (tracked through API)
• Actions: Veteran Tips Send E -Mail, Offer Customer Success Call, Provide Lesson Resources
• Time: Day 3, day 7, day 12 touch points

Time to enforce: 2-4 hours

• Why sixth: High ROI but not immediately criticized
• Recovery capacity: Can recover 10-15 % of the trials abandoned
• The lower riot: Trial users expect some delays in the follow -up

7. Renewed Opportunities Create Workflow

Purpose: Automatically create renewed opportunities and start the process of renewal

Hub Spot Setup:

• Trigger: 90 days before the contract renewal date
• Actions: Create renewed contract, assign to account manager, contact in renewing nourishing
• Automation: Renewal proposal to prepare template, schedule renewed discussion

Time to enforce: 3-5 hours

• Why Seventh: Is important for forecast income, but has its long timeline
• Horizon Plan: 90 -day advance notice allows migration time

The effect of taxes: Automatic renewal companies see 18 % more renewal rates.

Phase 4: Increased Workflow

8. Lead nourishing through industry workflow

Purpose: Provide industry -related content to possibilities

Hub Spot Setup:

• Trigger: Contact the property “industry”
• Actions: Include industry -related email lists, send related case studies, tag for industry -related campaigns
• Personalities: Use Hub Spot’s Smart Material Features

Time to enforce: 6-8 hours

• Why last: Support progress but do not break the current business
• Optimization Fox: This improves performance rather than maintaining performance

Data Point: Class -raising campaigns see 25 % more open rates than ordinary campaigns.

9. Registration of the event and follow -up workflow

Purpose: Manage the registration of webinar/event and after the event

Hub Spot Setup:

• Trigger: Submit the registration form
• Actions: Send E -mail with Calendar Invitation, Add the Event Reminder Setting, Class for the Post Follow -up for the event
• After the event: Recording, Related Resources, Schedule Follow -up

Time to enforce: 5-7 hours

• Why last: Support progress but do not break the current business
• Optimization Fox: This improves performance rather than maintaining performance

Indications of Integration: Contact your own websar platform (zoom, gutu binner) for smooth data flow.

10.

Purpose: Track the chances of researching on competitors

Hub Spot Setup:

• Trigger: Website Viewer the theory mentions competitors in comparison pages or format
• Actions: Add to the Competitive Buttrade sequence, alert sales team, provide competitive positioning material
• Intelligence: Track competitive mentions for market insights

Time to enforce: 3-4 hours

• Why last: Support progress but do not break the current business
• Optimization Fox: This improves performance rather than maintaining performance

Strategic value: Sales teams help prepare competitive deals and improve win rates.

How do I make a map of the Legacy CRM process for the Hub Spot B2B saucework?

Start with what you have.

Make a list of all your existing CRM processes – how leads come, how to follow, and what happens after becoming a customer. Don’t eliminate this; Just write what happens to the day by day.

Learn the Hub Spot Style.

Hubspot does most of the heritage of the CRM. All this is about workflows that are automatically mobilized when something happens (such as when a farm fills or opens an email). Take some time to play in the hub spot and see how the workflows work.

Step by step.

For every process you currently have, find out how to make it back to the hub spot. Good news? You don’t have to copy everything at all – this is your opportunity to fix the disturbing parts of your old system that never done well.

Start small

Don’t try to rebuild everything together. Choose your most important process (usually follow up to follow up) and work exactly before moving forward in the next.

Check everything.

Before going directly, run your workflow with some test contacts to ensure that they work as you expect. Trust me, it is very easy to fix the problems before using your entire team.

Keep doing better.

Once it is running, check your workflow reports regularly. Hub spot shows you exactly where people are trapped, so you can improve.

The greatest mentality shift? Think of HubSpat as your new automatic assistant who never forgets to follow contact information instead of storing.

Workflow migration questions and answers

Why is my marketing automation not working after changing CRMS?

Your marketing automation is not working after changing CRMS, which may be due to one or more factors.

Your data was dirty in this move. The names of the contact features may have been changed, or some of your data has not been transmitted properly. Check whether your automation is trying to use fields that are no longer present or have different formatting. For example, if your old system calls it “lead source” and hubs spots call it “original source”, your workflow will not know what to find.

The integration was broken. Your marketing automation is likely to be on contacts between your old CRM and tools such as an email platform or landing page builder, which needs to be rebuilt with your new system.

Different trigger logic. Your old automation may be dynamic when “lead status = hot” but now when you need to activate the “Life Cycle Stage = Marketing Qualification Lead”. Your workflow automation logic is the same, but the language is different.

Permission and settings. Sometimes, automation is turned off during migration, user permits are changed, or e -mail listening domains are required to be re -verified.

Instant defects detection steps:

• Check whether your workfloose has been reality (looks obvious, but all the time happens)
• Look at your contact records to find out if your automation requirement data is actually present or not
• To see if you test as a contact with you where things break up
• If the email automation is not working, check your email supply settings

Can we maintain our existing automation process after changing the CRMS?

You can maintain most of your workflow automation process after changing the CRMS, but keep in mind that CRMS switching provides a great opportunity to improve your process. Ask yourself: “Is our automation working well, or are we just accustomed to this process?” Many businesses find that their new CRM works better when facilitating excessive complex workflow.

Will we lose our data when we transfer the marketing automation workflow from Legacy CRM to Hub Spot like CRM?

Your data will be transmitted, but it looks different. Historical reports may be needed to rebuild, and some can change data relationships. Always export everything from your old system before starting, and keep this old system accessible for at least 6 months as a backup.