--- title: How to Generate Free Trial Leads using the HubSpot CRM [VIDEO] description: HubSpot's CRM gives you the ability to automate processes. Watch this video to see how to generate free trial leads with a HubSpot workflow. image: https://www.connectlabs.co/hubfs/HubSpot%20Tips%20Feature%20Image-1.png --- [Skip to main content](https://www.connectlabs.co/blog/hubspot-tips-how-to-generate-free-trial-leads-video#main) [![Connect labs logo 2021.png?width=364&name=Connect labs logo 2021](https://www.connectlabs.co/hubfs/Imported%20images/Connect%20labs%20logo%202021.png%3Fwidth=364%26name=Connect%20labs%20logo%202021.png) ![Connect labs logo 2021.png?width=364&name=Connect labs logo 2021](https://www.connectlabs.co/hubfs/Imported%20images/Connect%20labs%20logo%202021.png%3Fwidth=364%26name=Connect%20labs%20logo%202021.png)](https://www.connectlabs.co) - Show submenu for STRATEGY STRATEGY - [AI Search Optimisation Strategy](https://www.connectlabs.co/workshops/answer-engine-optimisation) - [Value Proposition & Messaging](https://www.connectlabs.co/workshops/value-proposition-and-messaging) - [Lead Management Strategy](https://www.connectlabs.co/workshops/lead-qualification) - [SaaS Optimisation Strategy](https://www.connectlabs.co/workshops/saas-optimisation) - Show submenu for SOLUTIONS SOLUTIONS - [Disjointed customer data & no centralised CRM](https://www.connectlabs.co/solutions/disjointed-customer-data) - [Struggling with lead generation & conversion rates](https://www.connectlabs.co/solutions/lead-generation-strategies) - [Outdated or underperforming websites](https://www.connectlabs.co/solutions/outdated-websites-redesign-solutions) - [Inefficient sales and marketing processes](https://www.connectlabs.co/solutions/optimise-sales-and-marketing-processes) - [ABOUT](https://www.connectlabs.co/about-us) - [RESOURCES](https://www.connectlabs.co/resources) Open main navigation Close main navigation - Show submenu for STRATEGY STRATEGY - STRATEGY - [AI Search Optimisation Strategy](https://www.connectlabs.co/workshops/answer-engine-optimisation) - [Value Proposition & Messaging](https://www.connectlabs.co/workshops/value-proposition-and-messaging) - [Lead Management Strategy](https://www.connectlabs.co/workshops/lead-qualification) - [SaaS Optimisation Strategy](https://www.connectlabs.co/workshops/saas-optimisation) - Show submenu for SOLUTIONS SOLUTIONS - SOLUTIONS - [Disjointed customer data & no centralised CRM](https://www.connectlabs.co/solutions/disjointed-customer-data) - [Struggling with lead generation & conversion rates](https://www.connectlabs.co/solutions/lead-generation-strategies) - [Outdated or underperforming websites](https://www.connectlabs.co/solutions/outdated-websites-redesign-solutions) - [Inefficient sales and marketing processes](https://www.connectlabs.co/solutions/optimise-sales-and-marketing-processes) - [ABOUT](https://www.connectlabs.co/about-us) - [RESOURCES](https://www.connectlabs.co/resources) - [Let's Talk!](https://www.connectlabs.co/lets-talk) [Let's Talk!](https://www.connectlabs.co/lets-talk) # How to Generate Free Trial Leads using the HubSpot CRM \[VIDEO\] ![Courtney Cervantes](https://www.connectlabs.co/hubfs/COURT-1.jpg) by [Courtney Cervantes](https://www.connectlabs.co/blog/author/courtney-cervantes) May 24, 2021 The HubSpot CRM Suite gives you the ability to remove manual tasks, automate processes and more importantly improve your operations at scale. In this video, we'll walk you through one such instance of this: how to create a HubSpot workflow to generate sales qualified leads, in this case free trials.  While this workflow caters to SaaS companies, it can be easily adapted in any situation where you want to an automate a pathway that converts someone from being marketing qualified to sales qualified.  Watch our video for how to set up this workflow, step by step!    By generating free trial leads with a workflow, you'll not only be relieving your team from a number of one-off communications, but you'll be bringing them more joy to how they work.  ###### Tags: [Marketing + Automation](https://www.connectlabs.co/blog/topic/marketing-automation) ![Courtney Cervantes](https://www.connectlabs.co/hubfs/COURT-1.jpg) Post by [Courtney Cervantes](https://www.connectlabs.co/blog/author/courtney-cervantes) May 24, 2021 Hi, I'm Court. I'm an Online Experience Strategist and love making sure businesses find success online. I particularly love consulting on the details of how to make something work and remove unnecessary actions from workflows. [Follow me on LinkedIn](https://www.connectlabs.co/blog/www.linkedin.com/in/courtneycervantes) ©2026 Connect Labs. All rights reserved. [Privacy Policy](https://www.connectlabs.co/privacy-policy) ![](https://dc.ads.linkedin.com/collect/?pid=215236&fmt=gif) ```json { "@context": "http:\/\/schema.org\/", "datePublished": "2021-05-23T23:40:48", "dateModified": "2021-05-23T23:40:48", "headline": "How to Generate Free Trial Leads using the HubSpot CRM [VIDEO]", "description": "HubSpot's CRM gives you the ability to automate processes. Watch this video to see how to generate free trial leads with a HubSpot workflow.", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://www.connectlabs.co/blog/hubspot-tips-how-to-generate-free-trial-leads-video" }, "author": { "@type": "Person", "name": "Courtney Cervantes", "url": "https://www.connectlabs.co/blog/author/courtney-cervantes" }, "publisher": { "@type": "Organization", "name": "Connect Labs", }, "image": { "@type": "ImageObject", "url": "https://f.hubspotusercontent10.net/hubfs/492760/favicon%202021.png" }, "name": "How to Generate Free Trial Leads using the HubSpot CRM [VIDEO]" } ``` ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Courtney Cervantes", "url" : "https://www.connectlabs.co/blog/author/courtney-cervantes" }, "dateModified" : "2021-05-23T23:40:48.099Z", "datePublished" : "2021-05-23T23:40:48.000Z", "headline" : "How to Generate Free Trial Leads using the HubSpot CRM [VIDEO]", "image" : [ "https://www.connectlabs.co/hubfs/HubSpot%20Tips%20Feature%20Image-1.png" ], "mainEntityOfPage" : { "@id" : "https://www.connectlabs.co/blog/hubspot-tips-how-to-generate-free-trial-leads-video", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://www.connectlabs.co/hubfs/Connect%20Labs%202021%20logo%20horizontal%20transparent%20bg.png" }, "name" : "Connect Labs Pty Ltd" } } ``` ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "caption" : { "@type" : "MediaObject", "contentUrl" : "https://www.connectlabs.co/media-transcripts/47272179557/en.vtt", "inLanguage" : "en", "name" : "en Captions" }, "contentUrl" : "https://492760.fs1.hubspotusercontent-na1.net/hubfs/492760/How-to_%20Generate%20Free%20Trials%20Workflow.mp4", "dateModified" : "2025-09-05T06:06:57.128Z", "duration" : "PT4M58.634S", "height" : 720, "name" : "How-to_ Generate Free Trials Workflow", "thumbnailUrl" : "https://492760.fs1.hubspotusercontent-na1.net/hubfs/492760/How-to_%20Generate%20Free%20Trials%20Workflow.mp4/medium.jpg?t=1757052417128", "uploadDate" : "2021-05-17T04:12:40.924Z", "width" : 1152 } ```