HubSpot Automation
Smart automation that saves time, reduces errors, and keeps your teams aligned.
HubSpot automation should eliminate manual work — not create confusion or fragile systems. We design and implement automation that supports real business processes, keeps data clean, and scales with your team. Whether you need a one-time automation project or ongoing workflow support, we help HubSpot do the heavy lifting without breaking your portal.
Automation Built for How Your Business Actually Works
HubSpot automation isn’t about stacking workflows on top of workflows. It’s about understanding your processes first, then designing automation that supports them reliably. We take a strategic, documented approach to automation so everything we build is easy to understand, maintain, and improve over time — even as your business evolves.
Two Ways to Work With Us on HubSpot Automation
Project-Based Automation or Ongoing Retainer Support
Every business approaches automation differently, which is why we offer two flexible engagement models. For defined needs or complex builds, we offer project-based automation with custom scoping and timelines. For ongoing improvements, experimentation, and optimization, our automation retainers provide dedicated monthly support through pre-purchased hour blocks.
Both options begin with a consultation to ensure the work is scoped correctly and aligned with your goals.
Automation Retainer Options (Pre-Purchased Hours)
All automation retainers are billed monthly and used for implementation, troubleshooting, enhancements, and optimization.
Unused hours roll over for up to 60 days.
Starter
Best for light automation needs and ongoing improvements
- Workflow updates and fixes
- Simple automations and enhancements
- Advisory and optimization guidance
10 Hours/$1,250
Growth
Ideal for teams actively building and refining automation
- Multi-step workflow builds
- Lead routing and scoring
- Sales and marketing automation
- Integration-related automation support
20 Hours/$2,300
Advanced
Designed for complex automation environments
- Large-scale workflow systems
- Cross-hub automation
- Data cleanup and transformation workflows
- Advanced logic and conditional automation
40 Hours/$4,200
Ready to Automate Smarter?
Whether you’re planning a complex automation project or want ongoing support, the first step is a conversation. We’ll review your goals, assess your current setup, and recommend the best path forward — with clear expectations and no guesswork.
Types of HubSpot Automation Projects We Handle
Sales Automation
Sales Pipeline Automations: Automatically manage deal stages, task reminders, and follow-ups to ensure no opportunity slips through the cracks.
Quote Follow-Up Reminders: Trigger timely reminders and alerts that improve close rates without manual chasing.
Sales-to-Service Handoff: Seamless transitions that ensure service teams have the right context the moment a deal closes.
Marketing Automation
Email Nurture & Lead Nurturing Streams: Personalized, behavior-based email journeys that move leads forward intelligently.
Live Event & Webinar Registration + Nurture: Automated registration confirmations, reminders, and post-event follow-up.
Re-Engagement Campaigns: Identify inactive leads and reintroduce them with targeted, automated outreach.
Lead Management Automation
Lead Routing: Automatically assign leads based on rules like territory, product, or lifecycle stage.
Lead Scoring & Qualification: Prioritize the right leads using clear, documented scoring models.
“Closed-Lost” Feedback Loops: Capture insights on lost deals to improve future sales and marketing strategy.
Customer & Data Automation
New Customer Onboarding Sequences: Guide customers through onboarding with structured, automated communication.
Renewal Reminders: Prevent missed renewals with proactive, automated alerts.
Feedback Collection: Automatically gather feedback at key lifecycle moments.
Company & Contact Data Formatting: Standardize and clean data automatically to improve reporting accuracy.
Inactive Company & Contact Cleanup: Maintain a healthy database without manual intervention.
Company & Contact Sync: Ensure data consistency across records and connected systems.
This is by no means a complete list. We can handle any automation you can dream up, whether it's within HubSpot or with additional external systems like Zapier. If you want it automated, we'll find a way to make it happen!
Ready to Build Automation That Actually Helps?
Automation should save time, not create technical debt. Let’s design systems your team can trust, understand, and scale.
You've got questions. We've got answers.
We know automation projects raise important questions. Here are answers to the most common ones we hear.
Workflows are the tools; automation is the strategy. We focus on designing workflows that support complete business processes, not just isolated actions.
No. We help you identify opportunities and design automation based on your goals and current setup.
Poorly designed automation can. Our approach emphasizes testing, documentation, and maintainability to avoid issues.
Simple builds may take hours; complex systems can take weeks. We scope everything clearly before work begins.
Yes. Many clients come to us to clean up or rebuild automation that’s become unreliable or confusing.
Absolutely. Documentation and clarity are core to our process.
Yes. We frequently design cross-hub automation that keeps teams aligned.
We’ll let you know before that happens and recommend adjusting your block if needed.
Some automation support is included, but larger or complex builds are best handled through this service.
Yes. We explain how everything works so your team understands and can confidently manage it.