HubSpot is the world's leading Marketing automation company and has a vast catalog with various integration options and tools, capable of completely changing the Digital Marketing routine of your Educational Institution.
With the help of HubSpot automations, the work of Inbound Marketing becomes more organized and it is possible to observe sales opportunities with more precision.
Do you want to know what these technologies are and how they areEducational institutions? Can you use them? So, see the list we’ve put together!
- Organization of the sales funnel;
- Identifying business opportunities in the sales funnel;
- Webhooks from HubSpot;
- Integration with Facebook Messenger;
- Preparation, sending and monitoring of marketing emails;
- Ad campaign management;
- Creation of Marketing automation for nutrition flow;
- Lead scoring qualification;
- Automation for social media;
- Sales Tool Automations;
- Workspaces com IA.
Good reading!
1 Organization of the sales funnel
HubSpot's Customer Relationship Management (CRM) organization allows your team to create an organized sales funnel. In it, it is possible to allocate the position of each lead (person interested in what yourEducational institution offers) in your purchasing journey.
In this way, theEducational institution has a clearer view of potential enrollments, main dropouts and possible people to invest in so that they can advance in their purchasing journey.
2 Identifying business opportunities in the sales funnel
With the appropriate settings, HubSpot's CRM can track the lead's progress through the sales funnel. Thus, he identifies business opportunities and notifies his team so that they can invest in possible conversions.
Additionally, HubSpot allows a salesperson (or consultant, as you prefer) to “own” the lead and take responsibility for contacting them directly and making the sale.
3 Webhooks da HubSpot
o Webhooks Functionality created by HubSpot to move information from one web application to another. With this, the company allows its customers to integrate different tools.
Webhook is not an application, but a function within an application. Webhooks allow external systems to receive notifications of all events occurring within the system, in our case, HubSpot events. Webhooks are just part of an API, not the entire API.
New Webhooks GET capabilities and security (March–April 2025): Workflows can now capture external data via Webhooks GET, automating integrations with CRMs, SMS, and WhatsApp.
On April 23, HubSpot strengthened the security of membership events by preventing internal data from being sent to third-party integrators.
These improvements make integrations more reliable and secure, especially for institutions that need to keep multiple channels in sync in real time.
With him, it's possible to integrate with the WhatsApp Business and also by sending SMS. Webhook is not the only way to do this at HubSpot, but it is one of the alternatives (in the case of WhatsApp, for example, there are internal applications that can be used).
This way, your Educational institution can keep several communication channels active and record information always in the same place, facilitating monitoring and reducing response time.
4 Integration with Facebook Messenger
As in the case of WhatsApp, integration with Facebook Messenger allows all communication made on this social network with your customers to be stored in the inbox of the HubSpot Conversations area.
In addition to practicality, organization and time savings, this integration also gives a macro view of the relationship with the lead and allows anyone, whether from Marketing, sales or customer service, to understand the context of the communication of a given student.
SEE TO:
- What is Hubspot? See how the tool will help your company;
- 5 things hubspot customers are different from others;
- Why should you use HubSpot as a CRM? 5 reasons to do!
5 Preparation, sending and monitoring of marketing emails
Email Marketing is another field that benefits from HubSpot tools. On the platform, it is possible to create messages, send them, monitor interactions and measure the results of each sending.
Sendings can be scheduled and have an efficient editor that helps compose messages focused on conversion and creating a more cohesive user experience.
Another advantage of sending emails using Hubspot is the possibility of A/B testing. In it, your team can send two different email templates to 50% of registrations, 25% from template A and 25% from template B. After the chosen performance evaluation period, the other 50% of contacts will be sent automatically using the model with the best performance.
If you prefer to collect data with a larger group, it is also possible to send to the entire email base at once, 50% from model A and 50% from model B.
6 Ad campaign management
One of the biggest challenges of Inbound Marketing work is constantly monitoring metrics on the most different platforms. If we just think about ad campaigns, your team has to deal with multiple ad locations like LinkedIn, Google, Facebook, and others.
The more this information converges in the same digital environment, the better. And HubSpot offers this possibility. With it, you can manage and track ads on Google, LinkedIn and Facebook.
In addition to this management, the platform also generates campaign reports and analyzes conversion levels.
At Spring Spotlight 2025, HubSpot introduced Marketing Hub Enterprise, powered by AI features like Lookalike Lists, which generate lists of leads similar to your best customers. Journey Automation enables automated nurturing with real-time insights, while Multi-Account Management lets you manage multiple accounts and assets — ideal for institutions with different locations or brands.
The platform also generates campaign reports and analyzes conversion levels. With this, your team has information about who has made contact with your ads and at which stage of the funnel they are.
By knowing your audience, it is possible to design automation flows for campaigns, improving ad segmentation based on each person's access profile and purchasing journey.
7 Creation of Marketing automation for nutrition flow
The HubSpot platform allows very specific nutrition flows to be created. For example: it is possible to schedule an internal email whenever X action happens, remove or add a contact in the segmentation area after registering Y behavior, and so on.
AutomationAPIv4 (beta) (2025): The new automation API, released in public beta, introduced batch endpoints and the ability to update workflows via API, facilitating mass migrations and programmatic automations without manual interface dependencies. This means IT teams can create, modify, and remove workflows directly from code, ensuring scale, consistency, and greater operational efficiency.
Depending on the strategy your team adopts, it is possible, for example, to have the lead owner (salesperson responsible for that person) change automatically, depending on the interests that the student registers in the CRM.
8 Lead scoring qualification
Monitoring the interaction and relationship your brand creates with leads is essential. But which parameter should be used for this? Well, HubSpot has one of the best methodologies: the lead scoring.
This monitoring model consists of a system of points that are modified automatically or manually and show the engagement of the contacts in your database.
Lead scoring is an efficient way to identify when a lead is ready to be approached to attempt conversion (registration).
9 Automation for social media
Another interesting alternative that HubSpot offers is integration with your Facebook, LinkedIn and Twitter accounts. It brings together the main functions of these social networks in one place and makes it easier for your team to control them.
By connecting accounts, your team can schedule publications, monitor the engagement of each post and have detailed reports on how your strategies are performing in these digital media.
Caption: The illustration represents the automation of marketing processes in the digital environment with elements such as email, audience segmentation, chatbots, performance charts and AI robots.
10 Sales Tool Automations
HubSpot also has a series of tools that make the sales team's work easier. Among them, we have:
- programmed text shortcuts;
- message templates with customizable fields;
- sending documents (course presentation, curriculum, information about laboratories, internships, etc.);
- email sequence.
BreezeAgents (Spring 2025): HubSpot has launched four CRM-integrated intelligent agents: Customer, KnowledgeBase, Prospecting, and Content Agent, all embedded in the Breeze portfolio. For example, Customer Agent already resolves more than 50% of tickets automatically, saving about 40% in service time.
ontent Agent helps create and optimize content at scale, and Prospecting Agent automates personalized prospecting. All operate based on CRM data, promoting efficiency and team alignment.
In addition to this, sellers also have a tool to schedule meetings. It creates leadpages that give access to the sellers' schedule and students can make an appointment on their own in one of the open slots.
11 Workspaces com IA
In 2025, HubSpot launched AI-powered Workspaces — Sales, Customer Success, and Help Desk — that centralize context, priorities, and actions into a single dashboard, eliminating silos between tools.
- Sales Workspace highlights promising leads and enables quick action in the pipeline.
- Customer Success Workspace proactively monitors tickets, tasks, and churn signals.
- Help Desk Workspace provides intelligent ticket triage and rapid resolution.
These unified dashboards reduce system switching, increase visibility, and accelerate decision-making.
As you can see, the tools present in HubSpot Marketing software are ideal for optimizing your Inbound Marketing work.Educational institution, from to lead attraction until sale (acquiring new registrations).
Summary: HubSpot transforms educational marketing with tools like email automation, ad management, and smart CRM. Its solutions organize the sales funnel, optimize multichannel communication, and enable personalized nurturing workflows. AI-powered features like Breeze Agents and Workspaces boost conversions, reduce operational costs, and drive enrollments with data-driven strategies.
And speaking of this subject, how about reading our text about: tools to boost your sales with inbound sales? It will complement the reading you just did.
How to use HubSpot tools to boost your institution’s marketing
What benefits does HubSpot bring to educational marketing?
HubSpot structures the sales funnel, automates campaigns, and centralizes data. This enhances lead generation, improves enrollment conversions, and boosts marketing and sales efficiency for institutions.
How does HubSpot’s CRM organize the sales funnel?
It allows your team to place each lead in their purchase journey, spot dropouts, and focus on key opportunities. The CRM gives a clear overview for more strategic and assertive actions.
What are HubSpot webhooks and how do they work?
Webhooks are functions that integrate external tools with HubSpot. They connect WhatsApp, SMS, or CRMs securely, capture real-time data, and automate interactions across multiple communication channels.
Can email campaigns be automated in HubSpot?
Yes. You can create, test, and send personalized emails with A/B testing, segmentation, and performance analytics. This improves conversions and enhances user experience.
How does HubSpot help manage paid ad campaigns?
It centralizes campaigns from Google, LinkedIn, and Facebook, tracks conversions, and enables segmentation based on user journeys—offering more control and better ROI on ad investments.
What is lead scoring and how does it help sales teams?
Lead scoring assigns points based on user engagement, identifying when a lead is ready to convert. This helps sales reps focus on qualified prospects, improving efficiency and outcomes.
How do automated nurturing workflows work?
HubSpot enables workflows triggered by user behavior — like email opens or link clicks — automatically sending follow-ups. This accelerates the lead’s journey and refines the sales funnel.
What social media integrations does HubSpot offer?
You can link Facebook, LinkedIn, and X (Twitter) accounts, schedule posts, monitor engagement, and generate detailed reports — streamlining social media campaign management.
What are Breeze Agents and what do they do?
These are AI-powered agents within HubSpot’s CRM. They automate customer support, content creation, and prospecting, handling over 50% of requests and boosting team productivity and alignment.
What do AI-powered Workspaces offer institutions?
HubSpot’s Workspaces bring data and actions together. Sales Workspace highlights top leads, Customer Success tracks churn signals, and Help Desk speeds up support — eliminating tool fragmentation and accelerating decisions.
Portugal