Automation is increasing in popularity, with a massive uptake of Marketing Automation. If you are asking yourself what Marketing Automation actually is, take a look at our guide on Marketing Automation, otherwise lets dive in and look at a couple of the many tools available on the market as we pit together HubSpot Workflows Vs Mautic Campaigns.
As an Inbound Marketing Agency – we work closely with companies often becoming their marketing department and integrating with their teams and workflows, as well as the opportunity to use different applications. I’d like to give you my insights into two CRM workflow tools, that we’ve worked with in recent times.
How Do HubSpot Workflows And Mautic Campaigns Differ?
Let’s start by stating that HubSpot is cloud based whereas Mautic offer both cloud and self-hosted versions. For this comparison article, I’m using Mautic’s self-hosted version. Mautic uses the word campaigns but for this article, I’ll use the term workflow for both and I may also touch on other parts of each CRM tool but I’ll be primarily focusing on the automation building, so let’s get straight into it.
Creating A Workflow
Creating your first workflow is fairly simple with both tools, HubSpot offers a wide variety of templates with explanation of uses and the ability to start from scratch. This makes creating and understanding workflows super easy as the explanations are concise. As you can see, you can trigger workflows with several methods.
- Contact based: If a contact meets the enrollment criteria, they will enter the workflow
- Company based: Similar to contact but with a company
- Deal Based: This is more for the sales team, if a deal reaches a certain point or is inactive for a while, it could trigger this workflow
- Ticket based
- Quote based
Mautic, in this case, doesn’t have any explanation and all the information on how it works can be found in the docs, a pretty lengthy thing to read through, not forgetting that you have to try and find it yourself if it exists.
Triggering workflows with Mautic is fairly limited, this is because the source for triggering a workflow can only be done with Contacts their segment or form submissions. This doesn’t leave much choice to the Marketeer and more often than not, having to figure out other ways of accomplishing the same thing.
Just 2 triggers, that’s not enough in my eyes, especially when compared with HubSpot. They have over 10 ways to trigger a workflow including, Form submissions, contacts in segments (or lists as HubSpot call them), Contact property, having received marketing emails, number of times visited a certain page and many more useful options.
Because of Mautic’s limited choices and lack of onscreen instructions, HubSpot, for this reason, is a clear winner with its wide range of options, it really does put Mautic to shame.
Design And Usability
Both tools are intuitive and have a nice feel when using and building out workflows, HubSpot uses a very linear decision tree, meaning one event is executed, then the next and so on, whereas Mautic allows multiple events to be executed at the same time.
HubSpot is clear on its method, you select the workflow enrollment trigger first (this is the criteria that contact must meet to start the beginning of this workflow). The possible enrollment triggers are endless, the sheer number of ways to enter a workflow is unrivaled.
From this, you are able to select one event, whether it be sending an email internally or externally, setting a reminder, changing a contact property value, edit a company, trigger a webhook or an if/else branch. This doesn’t mean you can’t have more events from the same action, you just simply chain it instead. With HubSpot, you click the + and this allows you to add the next event but if you want to edit something back up the decision tree, you can say goodbye to all the work you have done.
Creating and editing workflows with Mautic, is exactly what you’d imagine if you’ve never used one before, just like HubSpot, you chose your initial workflow trigger but you can choose both form submission or segment as a method of enrollment. Each event action possibility is fairly similar to that of HubSpot, except this allows the ability to have two enrolment triggers, two flows with the same goal but from 2 different sources, maybe you need to achieve the same goal in a different way? You’ve 3 types of actions, Decision, Action, Condition. Each of these has many options relating to them and can also be delayed until a certain date or for several days, this delay method is part of the event, whereas HubSpot has another event section called “delay”.
When editing parts of the flow, there’s one mildly annoying issue where the second you click off the edit screen, it closes the menu, this happens frequently, and by accident too. I found myself constantly having to recreate my next event. There is a positive to Mautic’s workflows though, you have the ability to move entire sections under a different event, something impossible with HubSpot. Compare the next image with the previous, I have simply moved the line.
Workflows In Action
Workflows In Action
In order to compare them both in practice, I’m going to be building a workflow with the same goal with both tools, a net promoter survey. For those that don’t know what this is, it’s a survey that asks the question “How likely are you to recommend us to a friend/colleague?”, with 3 possible categories to fall into, detractors, neutral, promoter.
First up, HubSpot. I took the route of creating pages which would handle the question and direct the user to a certain thank you page, this allowed me to work out the users’ answer and then update the contacts NPS value. This was surprisingly easy to create and worked extremely well within HubSpot as you are able to create a yes/no question as buttons on a page.
With Mautic however, this implementation is not possible, as we’re unable to trigger a workflow based on which page they have visited, instead, we had to create a form and have the user submit it. This can not only be a deterrent but a lot more effort is required to set this up, the end result, however, is just as good, if not better. I created a 1-10 radio checkbox form which the user had to select.
These are both slightly different implementations, as Mautics version is more portable, this can also be done in HubSpot very easily, which is why in the HubSpot Workflows vs Mautic Campaigns showdown, I have to give it to HubSpot for the ease of creating and super intuitive platform whilst implementing this approach. Mautic has great potential however, it’s lack of trigger options lets it down at this point.
We need to set the record straight, there’s a massive difference in price when comparing HubSpot Workflows vs Mautic Campaigns, in fact, Mautic’s Self-Hosted version is completely free, it’s open-source and has a large community contributing, day in, day out. Supporting this project is ongoing, HubSpot, on the other hand, comes at a cost, workflows is in it’s Marketing Pro package, which comes with a whole host of other tools within its £650/m price tag, but believe me, it’s worth every penny.
If you are willing to invest, and your company is looking for a tool to move forward with, HubSpot is the better option here. It’s grown immensely over the past 10 years and the tools, integrations it comes with really outshines Mautic’s contact management system.
If you’re a small business looking for a cheap option then Mautic could be the tool for you but be prepared to switch to something like HubSpot when your business grows! HubSpot is an all-in-one Lead Management System and that’s why we love it.