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HubSpot automation and lead routing
Workflows that assign leads, create tasks, score contacts and make sure nothing falls out of the funnel.
- Timeline
- 1–3 weeks
- from
- 600 EUR net
- Tools
- HubSpot, Slack
Who it’s for
Teams that already use HubSpot (usually Professional) but still route leads by hand, with follow-up relying on each rep’s memory.
Example logic
- Form from the southern region → owner: southern rep → task “call within 15 minutes” → Slack alert.
- No contact for 3 days → reminder to the owner and their manager.
- Score above 50 → contact moves to “Marketing Qualified Lead”.
Note
HubSpot workflows require Professional or higher. On Starter, we’ll show what’s possible without upgrading.