The importance of workflows in marketing automation

The workflow in combination with marketing automation indicates every series of tasks, actions, iterations and events that allow you to manage contacts effectively and automatically based on their behaviour. For the workflow to be effective, the order of operations must follow a precise sequence and not be random. Therefore, it is necessary to identify the correct process to make the most of the advantages of marketing automation.

To implement long-term and customised strategies, which provide defined workflows, specific software exists, including Hubspot, Active Campaign and Zoho, capable of automating numerous actions, which would also involve multiple figures with a consequent waste of time.

These tools not only ensure time savings but reduce the margin of error in individual activities and allow you to collect data that can be used to improve the flows themselves.

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At Naxa, we provide marketing automation solutions and study strategies aimed at exploiting the potential of such software for constructing targeted and personalised workflows.


Analysis of online presence and as-is, to identify strengths and weaknesses; market and competitor analysis; target analysis

Software selection

Selection of the most suitable marketing automation software based on the needs of each individual customer

Workflow setting

Creation of specific actions, tasks and operations, aimed at achieving the set objective

KPI analysis

Periodic performance analysis and correct functioning of the workflows, providing detailed reports to the customer