CRM

HubSpot Automations

Automate your entire HubSpot CRM — from lead creation to deal stage updates, email sequences, and sales alerts.

6 Automations

6 automations for HubSpot

Pick any workflow and we'll build it for you.

HubSpot #1

Website Form to HubSpot Lead

Instantly create a HubSpot contact when a form is submitted anywhere on your website.

How it works

1

Form submitted on website

2

Webhook triggers n8n

3

Contact created in HubSpot

4

Assign to sales rep by territory

5

Send personalised intro email

6

Create follow-up task

HubSpot #2

Lead Scoring Automation

Automatically score leads based on website activity, email opens, and job title.

How it works

1

Lead activity tracked in HubSpot

2

Score calculated based on rules

3

High-score leads flagged automatically

4

Sales rep notified via Slack

5

Deal created for hot leads

6

Nurture sequence for warm leads

HubSpot #3

Deal Stage Update Automation

Move deals through pipeline stages automatically based on actions taken.

How it works

1

Trigger: email opened / meeting booked / form filled

2

Deal stage updated in HubSpot

3

Slack notification to deal owner

4

Next step task created

5

Email template triggered for stage

6

Log activity in deal timeline

HubSpot #4

Email Follow-Up Sequence

Multi-touch automated follow-up sequence that pauses when a reply is received.

How it works

1

New deal created in HubSpot

2

Enroll in email sequence

3

Day 1: Intro email sent

4

Day 3: Value email if no reply

5

Day 7: Case study email

6

Reply detected → sequence paused

HubSpot #5

Sales Call Summary to CRM

AI transcribes calls and auto-logs summary, action items, and next steps to HubSpot.

How it works

1

Call recorded via Zoom/Teams

2

AI transcribes the call

3

Summary and action items extracted

4

Logged as note in HubSpot deal

5

Next step task created automatically

6

Follow-up email drafted by AI

HubSpot #6

HubSpot to Slack Sales Alert

Get instant Slack notifications when a deal is won, lost, or stalls in pipeline.

How it works

1

Deal stage changes in HubSpot

2

Webhook fires to n8n

3

Format Slack message with deal details

4

Post to #sales channel

5

Tag deal owner

6

Update leaderboard in Notion

Want a custom HubSpot automation built for you?

Tell us your workflow and we'll design and build the automation — typically delivered in 2–5 business days.

Get a Free Quote →