HubSpot automation
HubSpot is the most powerful all-in-one platform for marketing, sales and service. But without professional workflows, its potential goes unused. We set up your HubSpot automations so that leads are qualified, nurtured and closed automatically.
What we automate
From lead scoring and email sequences to ticket routing: we automate the processes that slow down your marketing and sales team every day.
Leads are scored automatically based on website behaviour, email engagement and company data. Only qualified MQLs are handed over to sales, and the rest keep being nurtured automatically.
Personalised email chains start automatically on a form submission, download or meeting booking. Every sequence is behaviour-based: does the lead open? Click? The next email adapts.
Deals move through your sales pipeline automatically. Tasks are created per stage, notifications are sent to the sales team and forecasts are updated in real time.
Support tickets are assigned to the right team automatically by category, priority and customer value. Escalations are time-controlled, so no ticket gets left behind.
Marketing KPIs, sales pipeline and service metrics are brought together in dashboards automatically. Weekly reports go by email to management, with no manual preparation.
Landing page visits, form submissions or social media interactions automatically trigger the right campaign: a welcome series, product demo or webinar invitation.
Integrations
HubSpot becomes the central nervous system of your company. We integrate the tools your team already uses.
New employee in Personio? The HubSpot contact is updated automatically. Someone leaves? Responsibilities are redistributed. HR and CRM stay in sync.
Deal won in HubSpot? An invoice is created automatically in LexOffice, with customer data, line items and payment terms straight from the CRM.
New leads, closed deals or support escalations are posted to the right Slack channel in real time. Your team reacts immediately, without having to open HubSpot.
Workflow examples
Concrete automations we have successfully implemented in mid-sized companies.
A visitor downloads a whitepaper. HubSpot captures the contact, starts a 5-step email nurturing sequence and scores the lead based on engagement data. When the lead score reaches the threshold, a deal is created automatically and the responsible salesperson is notified via Slack.
Deal set to "Won"? A welcome email is sent to the customer automatically, an onboarding ticket is created in the Service Hub, an invoice is generated in LexOffice and a task is created for the customer success manager. The sales team gets a summary in the weekly pipeline report.
A support ticket is created. HubSpot prioritises it automatically by customer value and category, assigns it to the right team and starts an SLA timer. If the ticket is not handled within the defined time, it escalates automatically to the team lead, including a Slack message and email notification.
Frequently asked questions
Next step
In 30 minutes we analyse your HubSpot processes and show you which workflows can be automated right away. Free and non-binding.