Automate the Busywork So Your Team Can Focus on Selling

Custom HubSpot workflows that handle lead assignment, task creation, internal notifications, and data cleanup automatically, saving your team hours every week.

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34%

Workflow automation increases team productivity by 34% by eliminating manual CRM tasks

Salesforce Research

Workflow Automation

Create automated HubSpot workflows that handle repetitive tasks like lead routing, task creation, notification triggers, data enrichment, and process enforcement.

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What's Included

Everything you get with our Workflow Automation

Lead Routing Workflows

Automated lead assignment based on territory, round-robin, lead score, source, or any combination of contact properties

Task & Notification Automation

Automated task creation, internal Slack or email notifications, and reminder sequences triggered by deal activity and stage changes

Data Management Workflows

Automated property updates, data validation rules, duplicate prevention, and lifecycle stage progression based on contact behavior

Our Workflow Automation Process

Process Audit

We shadow your team's daily workflows to identify every repetitive, rule-based task that can be automated. We document the trigger conditions, logic, and desired outcomes for each potential workflow.

Workflow Design

We architect each workflow with clear triggers, branching logic, delays, and actions. You review the designs to confirm they match your process before we build. Complex workflows get flowchart documentation.

Build & Test

We build each workflow in HubSpot, configure enrollment criteria and suppression rules, and run test records through every branch path. We verify that tasks, notifications, and property updates fire correctly.

Launch & Monitor

We activate workflows in phases, monitor enrollment numbers and error rates, and fine-tune trigger conditions based on initial results. We provide a workflow inventory document listing every active automation.

Key Benefits

Eliminated manual tasks

Lead assignment, task creation, notification routing, property updates, and list management happen automatically based on rules you define. Your team stops doing the repetitive work that eats into their selling and strategizing time.

Consistent process execution

Workflows execute the same way every time without variation, forgetfulness, or shortcuts. Every lead gets routed correctly, every follow-up task gets created on time, and every data validation rule gets enforced regardless of who is working the record.

Time savings for your team

The average sales rep spends only 36% of their time actually selling. Workflow automation reclaims hours from administrative tasks every week, giving your reps more time for calls, demos, and relationship building that directly drives revenue.

Research & Evidence

Backed by industry research and proven results

Sales Productivity Study

Sales reps spend only 36% of their time selling; automation reclaims the rest from administrative tasks

Salesforce Research (2023)

Marketing Automation Impact

Marketing automation drives a 14.5% increase in sales productivity

HubSpot (2023)

Frequently Asked Questions

What types of workflows can you automate in HubSpot?

We automate lead routing and assignment, follow-up task creation, internal notifications via email or Slack, deal stage progression, property updates and data enrichment, list management, lifecycle stage changes, re-engagement triggers, and data cleanup processes. Any process that follows a defined set of rules can be automated.

How complex can HubSpot workflows get?

HubSpot workflows support multi-branch logic, if/then conditions, delays, go-to actions, and nested workflows. We build workflows ranging from simple two-step automations to complex multi-branch processes with dozens of steps. The key is matching complexity to your actual business need, not over-engineering.

Will workflow automation replace anyone on our team?

No. Workflow automation replaces tasks, not people. It frees your team from repetitive administrative work so they can spend more time on activities that require human judgment: building relationships, solving problems, and closing deals. The goal is to make your existing team more productive and effective.

How do you prevent automation errors from affecting our data?

We use enrollment criteria and suppression rules to control exactly which records enter each workflow. We test every workflow thoroughly before activation, launch in phases, and monitor enrollment numbers for the first two weeks. Error handling steps are built into workflows to catch and flag exceptions rather than letting them cascade.

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