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Powering HubSpot workflows
Powering HubSpot workflows

How to close more customers and retain the ones you already have

Updated over a week ago

Product analytics is awesome because it shows you what you users are doing in your product.

What you've all being asking for is the action part though. Using the data to increase conversion, reduce churn and sell better.

With the HubSpot integration + computed traits you can now use June's data to power your automation workflows ⚡️

Note: HubSpot's workflows are only available in the following plans

Note: the HubSpot integration works by syncing traits, so for the following examples we will use the following ones:

  • active_seats_last_14_days (obtainable from June smart traits)

  • core_actions_last_14_days (obtainable from June smart traits)

  • subscription status (something that you have to send to June, here's how).

We will also create some new properties in HubSpot such as health_score and PQL.
If you're not sure how to create HubSpot properties check out this article.

Hereafter you can find the most popular HubSpot workflows based on product usage data.


To get started creating a workflow:

  • Navigate to Automation > Workflows.

  • You can create a new workflow from scratch or from a template:

    • To create a new workflow from scratch, in the upper right, click Create workflow > From scratch.

    • To create a new workflow from a template, in the upper right, click Create workflow > From template.

Steps to build your workflows:

  1. When creating a workflow from scratch you will have to chose the object that will be enrolled in the workflow. In our case we will go for "Companies".

  2. Setup the enrollment trigger criteria. Chose "When filter criteria is met"

  3. Pick a condition. For example: subscription_status is equal to any of paying. This would take into consideration only paying companies. For the workflows presented below remember to enable re-enrollment

  4. Start adding actions to the workflow. For example, setup a branch based on Matching filter criteria (if / then)

  5. Time for an action! You can now pick what do to from a vast range of options. For example you can set some property values to a specific value. For example you can use the PQL (Product qualified lead) property and set it to true on the left branch!

More about how to set up some workflows here:

Workflows templates by June

  1. Assign health scores to Companies: increase retention

    Implementing a health score based on product usage is a game-changer for any B2B SaaS business. It provides a crystal-clear, data-driven snapshot of how engaged and satisfied your customers truly are. By monitoring this score, you can proactively identify and address potential issues, optimize your product based on real user feedback, and ultimately drive growth by maximizing customer retention and satisfaction.

  2. Product qualified lead (PQL): increase conversion

    Unlike traditional lead metrics that rely on superficial engagement, PQLs are determined by genuine product usage, offering a truer indication of purchase intent. This means you're not just chasing leads, you're engaging with users already seeing value in your product. By focusing on PQLs, you streamline your sales process, ensuring time and resources are spent on prospects who've already expressed interest through action.

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