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5 Best Workflow Diagram Tools for Automated Lead Nurturing

5 Best Workflow Diagram Tools for Automated Lead Nurturing

5 Best Workflow Diagram Tools for Automated Lead Nurturing

If you’re major about inbound promoting, you know that automated lead nurturing workflows are a vital element. Supplying the proper content (weblogs, infographics, eBooks, scenario scientific tests, etcetera.) at the proper time aids get leads profits-prepared.

The entire place of inbound promoting is not to bombard prospective buyers you should nurture them by providing applicable written content based on their buyer’s journey.

Nevertheless, preparing out workflows within your marketing automation program, these as HubSpot workflows, can be tricky to create and tough to see in a way that allows you understand the over-all content move.

You can stay clear of confusion by sketching out various activities throughout your marketing and advertising funnel and achievable consumer paths. When pen/paper is always an option, workflow diagrams created utilizing very simple layout tools and apps can assist you create sharable flowcharts and streamline your direct nurturing efforts.

Pro Idea: Creating workflow diagrams also allows you to get your gross sales team’s input on the correct messages for just about every shopping for path and leaves them with a reference software to know how prospects are becoming nurtured right before they get to the gross sales crew. Never forget about this significant action!

So, what is the most effective workflow diagram resource? Let’s take a look at some options.

Pause Button! Before You Design Your Workflow Diagram …

Established Starting up Issue(s) — What’s the result in for a contact to enter your workflow? A sort submission (on just one of your landing web pages) is a widespread induce, but unquestionably not the only 1!

Take into account “If/Then” Logic — Enhance advertising and marketing automation for each individual milestone, producing your information more personalized and applicable to the guide. Two widespread works by using: 

  1. Stay clear of re-marketing gives to a person who already downloaded a particular material offer 
  2. Shift contacts even more on in a workflow based on whether or not they took motion on a offered phase.

Decide Who’s In And Who’s Out? — Contacts are quickly taken off from the workflow when they are additional to a target list or suppression checklist. For instance, generate a record of everyone who’s finished [Workflow 1] and title that listing as a suppression list in your Options for [Workflow 2] to avert those people contacts from becoming a member of [Workflow 2].

One other beneficial setting is the choice to take away contacts from unique, or all other, workflows when they are enrolled in your new workflow. Nonetheless, notice that if you might be employing the very same material in a number of workflows, there is even now some prospective for overlap.

Similar Written content: Observe this online video to understand 8 Ways to Make use of HubSpot Workflows 

Best 5 Apps for Designing Workflow Diagrams

There are a selection of resources that enable make slick-searching flowcharts and diagrams, ranging in value from a handful of pounds to hundreds. Whilst the subtle features of numerous of these systems are not required for internet marketing automation workflow models, you will want these vital characteristics:

  • Font formatting 
  • Straightforward shape formatting to detect like techniques (e.g., Hold off, Electronic mail Deliver, If/Then Branch)
  • Potential to include notes/commentary to techniques, if necessary
  • Skill to print, conserve, and send out flowchart to others (in picture or PDF structure)
  • Ease of introducing connections (lines/arrows) in between styles
  • Relieve of inserting and rearranging designs (i.e., adding a logic branch concerning two measures)

Below are 5 programs that incorporate these attributes and offer you intelligent styles/template charts as commencing factors.


Select from a range of chart sorts that will pre-populate styles and connections for you — though I initially located rearranging the template designs to be marginally challenging. This app has some major pluses, however: straightforward introducing/deleting shapes and super uncomplicated drawing connectors — just pull down from the box edge. If you use a pre-populated chart, you can personalize the fields exhibited in each and every condition (e.g., If/Then, Action, Present) and help save the file for repeated use.

A world wide web-centered diagramming app, Lucidchart empowers consumers to collaborate on drawing, revising, and sharing charts/diagrams, as effectively as boost processes and organizational buildings.

The free of charge model has some limits, this sort of as you can only edit 3 energetic information at a time. Paid versions start out at $7.95/month for a single user ($9/consumer for a workforce 3 person least). 


In some cases straightforward is the most effective way to go. This computer software is clean up and intuitive, earning it simple to leap in and start off diagramming your strategies. Some excellent functions aid in accomplishing responsibilities exceptionally rapidly.

This free of charge on the web-centered flowchart software package has some minimal considerations: “simple” also indicates limited customization selections for charts, and connector strains can get messy after they disconnect. Plus, it isn’t really designed for robust flowchart development (yet again, preserve it basic). It has export and publish features, to support share operate and collaborate, yet it doesn’t have capabilities to manage charts.

The totally free, single-person edition has simple flowchart functions (3 files for every account), although unrestricted capabilities commence at $7.95/month (professional), $9/thirty day period/person (staff) and enterprise ($19/thirty day period/user).


If you’re hunting for extra strong design and style alternatives and accurate flowchart formatting without having the high selling price of some software, Diagrammix may well be a superior selection. The form and textual content editing menus are straightforward to use, as is the drag-and-drop interface. The wise connectors resize nicely, and you can insert Bezier points and curves, equivalent to a vector system. The capability to group and rearrange designs is a handy attribute as effectively.

The full version of the app is $12.99 for each person. There is a demo edition for absolutely free, but it only will come with two styles incorporated, which is not really handy.


Develop tailored flowcharts, diagrams, group charts, engineering styles, and much more. Drag-and-fall contemporary styles and templates with the acquainted functionality of Business interface. Will need to change intricate facts from an Excel spreadsheet into a flowchart? The Data Visualizer attribute in Visio comes to your rescue.

Some downsides include the bad integration concerning Visio and MS Phrase specially importing graphics again and forth. And, auto-prepare might not appropriately align the task diagrams, which can be frustrating.

Visio Program 1 prices $5/thirty day period/user, even though Strategy 2 charges $15/thirty day period/user and features additional templates, designs, and highly developed options, plus each the world-wide-web and desktop applications. 1-time buys run from $310 (Conventional) to $580 (Skilled).


SmartDraw touts its fast-get started abilities (70 templates out of the gate) and how it integrates with Google Workspace, Microsoft Place of work, Jira, and many others. Readily available colors and variations elevate this possibility over the others in this posting.

What may well be desirable to some is that it’s the only diagramming app that we’ve identified with an smart formatting motor. Your diagram instantly adjusts its arrangement as you incorporate, eliminate, or shift styles, so alignment (and link) is normally excellent.

The one user prepare expenses $9.95/month (billed each year), when a number of consumers price tag $5.95/month/consumer (billed per year).

Associated Material: A workflow diagram software is a fantastic tactical helper. For even bigger photograph accomplishment, improve your total inbound marketing technique. See concepts in this Source Library!

Additional Possibilities

Nearly any system that can attract shapes can function for designing workflow diagrams. Ideally nonetheless, you’d decide on a person that gets rid of substantially of the handbook function of drawing bins and arrows (and updating them as you add much more ways).

You can often adhere with what you know and draw from scratch — courses these as InDesign and Keynote have identical drawing operation. If you do use those people, I’d highly advise developing a “template” file to use as a beginning position for your nurturing workflows.

Applications Streamline Workflow Design and style and Free of charge Up Your Time to Near Prospects!

By diagramming the components of your workflows visually, you develop into additional effective at planning and location them up in your advertising and marketing automation system. Program tends to make the process repeatable and will save you time and energy (not to point out brainpower).

Now, you can commit that electricity attracting more competent prospects and closing those who are sales-all set!

Read the The Ultimate Guide to Inbound Marketing for Industrial Manufacturers