Workflow Automation

Automate Your Work. Accelerate Growth

MktrHub’s Workflow Automation gives you the power to design smart workflows that trigger emails, assign tasks, notify your team, and convert leads
What You Can Automate

Automate the Busywork, Focus on What Matters

Automations
Welcome Email Sequences

Automatically send a warm, branded welcome email when someone signs up, fills a form, or downloads a lead magnet.

Abandoned Form Follow-Ups

If a lead starts but doesn’t finish a form, trigger a follow-up email or SMS to bring them back and re-engage instantly.

Lead Scoring & Tagging

Automatically assign tags and lead scores based on user behavior, source, or interaction — helping your team prioritize hot leads fast.

Task Creation for Your Team

Trigger internal tasks for sales, support, or marketing when leads take key actions like booking a demo, replying to emails.

Internal Notifications for New Leads

Instantly notify your team via email, app, or SMS when a new lead enters the funnel — ensuring no opportunity gets missed.

Appointment Reminders

Send automated reminders via SMS or email before and after scheduled meetings to reduce no-shows.

Pipeline Stage Movements

Move contacts through your sales pipeline automatically based on actions, statuses, or time.

Survey & Review Follow-Ups

Trigger feedback requests, surveys, or review prompts after key milestones like purchase, consultation, or service delivery.

Pain Point to Solution

From Manual Chaos to Predictable Growth

Pain Point
Before MktrHub
With MktrHub Automation
Missed follow-upsYou forget to respond to leadsAutomated email/SMS sequences
Slow lead assignmentManual routing by salesLead auto-assign by criteria
No time for admin workRepetitive manual updatesSmart triggers handle the flow
Inconsistent communicationDifferent messages every timePrebuilt, personalized templates
Manual pipeline trackingLeads slip through cracksAuto-move leads through funnel
How Much Does It Cost?

we offer 3 subscription-based tiers

Essentials: $249 per month or $2,500 per year

Best for teams that need the fundamentals in place fast.

Pro: $499 per month or $5,000 per year

Best for teams ready to generate leads, automate follow-up, and scale. (Most popular option!)

Max: $999 per month or $10,000 per year

Best for teams with advanced needs, multiple locations, or compliance requirements.

The MktrHub Pro Plan is the preferred option for most companies at just $499 per month.

Each tier includes the following features and capabilities: CRM plus pipelines, unlimited contacts, unlimited users, 2-way email and text messaging, email campaign management and templates, calendar booking, forms and surveys, Google Business messaging and call tracking, core reporting and analytics, mobile app, and full implementation, onboarding, training and support.

Click below to review each tier in more detail on the MktrHub pricing page.

Do You Like Free Stuff?

let's us take a peak under the hood, for free!

Sometimes the best place to start before committing to a new platform is to assess what’s currently working and what’s not. This is a no strings attached marketing audit. Sure, we may send you a follow up email to check your pulse, but we won’t be creeps about it!

Here’s what we’ll send you in less than 24 hours after you submit the request:

FAQ’s

Frequently Asked Questions

Do I need any coding knowledge to build workflows?
Not at all. MktrHub’s Workflow Builder is 100% visual and beginner-friendly. Simply drag and drop triggers and actions to automate tasks — no technical background required.

Yes! MktrHub’s Workflow Builder is responsive and conditional to all your workflow needs. 

MktrHub can automate any workflow related to objects in MktrHub itself. Think contacts, opportunities, form submissions, invoicing, messaging, and more — no technical background required.

Yes! MktrHub offers 24/7 support using the chat icon in the bottom right corner of your MktrHub instance. You are able to directly message with a MktrHub support representative to troubleshoot any issues.