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4 Steps · 8 Tools

How to Set Up Marketing Automation

Automate lead nurturing, email campaigns, and customer journeys to scale marketing without scaling headcount.

The Solution

Connect your CRM and website to a marketing automation platform. Build workflows that nurture leads based on behavior and score them for sales.

Step-by-Step

1

Choose a marketing automation platform

HubSpot Marketing Hub logo

All-in-one inbound marketing automation platform

Try Free
ActiveCampaign logo

ActiveCampaign is a powerful marketing automation tool that streamlines customer engagement.

Try Free
Marketo logo
Marketo
3.9
AI

Enterprise B2B marketing automation by Adobe

Try Free
2

Set up lead capture forms and landing pages

HubSpot Marketing Hub logo

All-in-one inbound marketing automation platform

Try Free
Pardot logo
Pardot
3.8
AI

B2B marketing automation natively integrated with Salesforce

Try Free
Unbounce logo

Unbounce helps marketers create high-converting landing pages without needing a developer.

Try Free
3

Build automated email nurture sequences

ActiveCampaign logo

ActiveCampaign is a powerful marketing automation tool that streamlines customer engagement.

Try Free
Customer.io logo

Event-driven messaging platform for product-led growth

Try Free
Drip logo
Drip
3.7

Drip is a powerful marketing automation tool designed for e-commerce businesses.

Try Free
4

Score leads and sync with CRM for sales

HubSpot logo
HubSpot
4.9
AI

All-in-one CRM platform for marketing, sales, and customer service.

Try Free
Pardot logo
Pardot
3.8
AI

B2B marketing automation natively integrated with Salesforce

Try Free
Marketo logo
Marketo
3.9
AI

Enterprise B2B marketing automation by Adobe

Try Free

Not sure which to pick?

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A
Alex CarterHead of Research

Former SaaS product manager turned analyst. Personally tested 200+ tools and built the scoring methodology behind SaasHunter rankings.

Frequently Asked Questions

What tools do I need to set up marketing automation?

Based on our analysis, you need 8 tools across 4 steps. Top picks include Marketo, HubSpot Marketing Hub, Pardot.

How long does it take to set up marketing automation?

Most teams can implement this 4-step workflow within 1-2 weeks. Many of the recommended tools offer free trials, so you can start testing immediately.