What kinds of tasks can HubSpot automation replace?

HubSpot automation can handle lead assignment, follow-up emails, task creation, deal stage transitions, internal notifications, data updates, outreach sequences, and more.

How many workflows do we need?

Most clients start with 5–15 core workflows. During discovery we map your processes and prioritise the highest-ROI automations first.

What HubSpot plan do we need for automation?

Basic workflows are available on HubSpot Starter. For advanced automation and Operations Hub features, you'll need Professional or above.

Can you automate processes across multiple tools?

Yes — through HubSpot's native integrations, Webhooks, and Operations Hub, we can trigger automation across your entire tech stack.

HubSpot Service

AUTOMATION.

Replace repetitive manual tasks with intelligent, scalable workflows. Free your team from admin and let HubSpot do the heavy lifting — 24 hours a day, 7 days a week.

Get a Demo → ← All Services

Active Workflows

Lead Enrolled

→

Email Sent

→

Task Created

Deal Won

→

Onboard Trigger

→

Notify Team

Time Saved This Month

342h

Hours Automated

1,840

Tasks Triggered

99.8%

Uptime

What's Included

EVERY TYPE OF
AUTOMATION YOU NEED.

Workflow Design

Task Automation
Lead Nurturing Flows
Internal Notifications
Deal Stage Automation
Lifecycle Transitions

Operations Hub

Operations HUB Setup
Data Automation
Programmable Automation
Data Quality Workflows
Scheduled Actions

Outreach

Sequences for Outreach
Email Automation
Enrollment Triggers
A/B Testing
Follow-up Cadences

Architecture

Workflow Architecture
Process Mapping
Automation Audit
Performance Review
Documentation

Why It Matters

YOUR TEAM
SHOULD BE
SELLING, NOT TYPING.

Every hour your team spends on manual data entry, follow-up reminders, and copy-paste tasks is an hour not spent closing deals or serving customers. Automation gives that time back — permanently.

Leads are followed up instantly, not hours later
No deal or task falls through the cracks
Consistent process across every rep and every deal
Scale your output without scaling your headcount
Real-time data that's always up to date

70%

Reduction in manual tasks

2×

Faster lead response time

40+

Workflows built for clients

24/7

Your processes running

The Process

HOW WE BUILD
YOUR AUTOMATION.

Process Map

We document every manual process your team runs today — from lead assignment to deal close — and identify the automation opportunities.

Design

We design your workflow logic: triggers, conditions, actions, branches, and delay steps — all mapped out before we build a single workflow.

Build & Test

We build every workflow in a test environment, run end-to-end scenarios, and validate edge cases before touching your live data.

Launch & Monitor

We go live with full monitoring in place — watching enrollment numbers, action completion rates, and catching any unexpected behaviour fast.

AUTOMATION.

EVERY TYPE OFAUTOMATION YOU NEED.

YOUR TEAMSHOULD BESELLING, NOT TYPING.

HOW WE BUILDYOUR AUTOMATION.

RELATED SERVICES.

LET'S AUTOMATEYOUR BUSINESS.

EVERY TYPE OF
AUTOMATION YOU NEED.

YOUR TEAM
SHOULD BE
SELLING, NOT TYPING.

HOW WE BUILD
YOUR AUTOMATION.

LET'S AUTOMATE
YOUR BUSINESS.