10 Must-Have Workflows for B2B SaaS

Jun 20, 2023, 6:30 – 7:10 AM

Nordics SaaS

Join us on June 20th as we dive into the most essential workflows in HubSpot that we’ve invented particularly for SaaS companies. We’ll cover everything from the more basic lead and deal management workflows that you simply can’t live without to specific SaaS workflows that we’ve set up to help you optimize your tier limits on usage of your SaaS product.


About this event

There are a lot of standard HubSpot workflows that you can benefit from as a B2B company. However, working in B2B SaaS, you have endless custom automation opportunities that you can take advantage of including product usage data.

In this HUG, we’ll let you in on our top 10 must-have workflows that we always implement for our SaaS clients. These workflows are based on our many years of experience working with software as a service and they have been tried and tested in many different companies. Our SaaS Lead & Co-Founder at Helion B2B, Lotte Lauridsen, will cover everything from the more basic lead- and deal management workflows (that you can’t live without) to specific SaaS workflows.

Our workflows will help you optimize your time management and make sure that nothing slips through the cracks. Also, they will connect your product usage data with HubSpot using automation. A little sneak peek of some of the workflows we will be going through:

  • Automated lead rotation
  • Tier usage
  • Onboarding
  • Afterlife

This HUG is for you, who want inspiration and best practices on how to optimize and structure your processes with workflows developed specifically for SaaS companies.

Join us on June 20th at 8.30 AM to get your hands on our 10 must-have workflows.

We look forward to seeing you!


  • Lotte Nedergaard Lauridsen

    Helion B2B

    Co-Founder & Commercial Lead



Tuesday, June 20, 2023
6:30 AM – 7:10 AM UTC


Welcome & Introduction
Deep dive into our top 10 workflows for SaaS
Joint Q&A


  • Lotte Lauridsen

    Helion B2B

    HUG Leader

  • Signe Bjørklund

    Helion B2B

    HUG Organizer

  • Aske Denning

    Helion B2B

    HUG Support