Many of my clients who are running founder-led or bootstrapped sales motions using HubSpot want automations but don’t know where to start – I wanted to share a few of my favorites:
✅ Workflows that Save Time
- Auto-reassign or unassign unqualified leads
- Auto assign SDRs for opportunities they created or meetings they set
- Auto remove unsubscribed leads from sales lists and lead ownership
- Closed-Lost dead opportunities after a certain amount of inactivity time and set a task for the rep to add a closed-lost reason
🔥 Lead Scoring:
- Prioritize leads based on email opens, website visits, conference attendance, and engagement—set a task to the sales rep as soon when it’s most likely to convert
📢 Slack Notifications
- Push closed deals, meetings booked/held to Slack channels
- Alert managers when reps hit important landmarks (ex. 100 calls for the day, etc – I recommend Plecto for this)
🛠 Must-Have Tools:
- Portant: Auto-send proposals & agreements out of Google Docs – seamlessly integrates with HubSpot
- QuotaPath: Stop doing manual commissions – QP shows commission data inside HubSpot, allows reps to forecast earnings in real-time, and eliminates manual errors and discrepancies
- Plecto: Gamify sales with completely customizable leaderboards & incentives (also amazing for auto-emailing important dashboards or KPIs to leadership execs)
- Fathom Notetaker: Auto-transcribe & log meetings in HubSpot (I set up an automation where it pushes action items to my project management board)
These are ONLY a few, primarily specific to HubSpot integrations.
Which automation has been a game-changer for you? Let’s discuss!