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HubSpot sales automation

Eliminate manual, time-consuming tasks. 
Engage with leads who are the most ready to buy.
 

Common sales automations

1. Sales conversion lead

Trigger: Lead submits 'Contact Us' form

 
📧

Action: Thank you email sent

 
🔀

Branch: Checks sales rep territory alignment

 
📋

Action: Auto assign lead, notify rep, create task

$

Pricing

$200-$300

2. Unwanted lead resolution

Trigger: Sales rep marks lead as unwanted

 
🔀

Branch: Checks reason for unwanted status

 
🗑️

Action: Unassign and resolve as spam

🔄

Action: Update status and mark for future review

🚫

Action: Add to DNC list

Action: Create follow-up task for future outreach

$

Pricing

$200-$300
 

Other common sales automations

  • Pipeline management
  • Territory designation & lead assigment
  • Lost opportunity follow ups
  • Renewal notifications
  • Lead engagement notifications
  • And more...

 


What are the value adds?

  • Increased sales productivity
  • Improved follow-up consistency
  • Enhanced pipeline visibility
  • Faster sales cycles
  • Increased sales and revenue
Jumpstart your journey to a fully optimized HubSpot environment with our free HubSpot strategy call.