AI Automation for HubSpot
Stop living in HubSpot manually. Automate lead scoring, follow-up sequences, CRM enrichment, and weekly reports — so your team focuses on closing.
HubSpot is the most widely used CRM and marketing platform for growing B2B and B2C businesses.
6 workflows we automate in HubSpot
Lead enrichment on contact creation
1-2 hrs/dayNew contact added? The system instantly pulls company data from Apollo, job title from LinkedIn, and tech stack from Clearbit — then writes it back into HubSpot fields. No manual research.
Automated follow-up sequences
3 hrs/week per repDeal moves to 'Proposal Sent'? System schedules follow-ups at day 2, day 5, and day 10 — each one personalized with the deal context from HubSpot notes. Built with Make, not HS sequences.
AI lead scoring
Increases close rate 20-35%Each inbound lead gets scored by Claude based on industry, company size, ICP fit, and engagement history. High-score leads route to senior reps. Low-score leads enter a nurture flow.
Weekly pipeline report automation
8 hrs/weekEvery Monday at 7am: system pulls deal data from HubSpot, formats it into a clean Google Sheet summary, and emails it to the team. 8 hours a week saved, permanently.
Meeting notes to CRM
30-45 min per callSales call ends — AI transcribes the recording, extracts key details (pain points, timeline, budget, next steps), and fills in 15 HubSpot fields automatically. No manual note-taking.
Churn prediction alerts
Retains 10-20% of at-risk accountsSystem monitors engagement signals: login frequency, ticket volume, NPS score. When a customer shows churn signals, it creates a HubSpot task and alerts the CSM with a suggested action.
30-min audit call
We map the specific HubSpot workflows eating your team's time. You leave with clarity even if we don't work together.
Quote in 24h
Fixed price, fixed scope. No hourly billing surprises. Most builds are $1,000-4,000 depending on complexity.
Live in 1-2 weeks
We build, test, and hand off. You get documentation and a 30-day support window. Then it runs itself.
Ready to automate your HubSpot workflows?
Book a 30-min call. We map your specific workflows and give you a quote. No pitch - just a plan.