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Must Have HubSpot Automations for Small Sales Teams

Many of my clients who are running founder-led or bootstrapped sales motions using HubSpot want automations but donu2019t know where to start u2013 I wanted to share a few of my favorites:<br><br>

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Must Have HubSpot Automations for Small Sales Teams

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  1. Must Have HubSpot Automations for Small Sales Teams

  2. Many of my clients who are running founder-led or bootstrapped sales motions using HubSpot want automations but don’t know where to start – I wanted to share a few of my favorites: ✅ Workflows that Save Time • Auto-reassign or unassign unqualified leads • Auto assign SDRs for opportunities they created or meetings they set • Auto remove unsubscribed leads from sales lists and lead ownership • Closed-Lost dead opportunities after a certain amount of inactivity time and set a task for the rep to add a closed-lost reason

  3. 🔥 Lead Scoring: • Prioritize leads based on email opens, website visits, conference attendance, and engagement—set a task to the sales rep as soon when it’s most likely to convert 📢 Slack Notifications • Push closed deals, meetings booked/held to Slack channels • Alert managers when reps hit important landmarks (ex. 100 calls for the day, etc – I recommend Plecto for this)

  4. 🛠 Must-Have Tools: • Portant: Auto-send proposals & agreements out of Google Docs – seamlessly integrates with HubSpot • QuotaPath: Stop doing manual commissions – QP shows commission data inside HubSpot, allows reps to forecast earnings in real-time, and eliminates manual errors and discrepancies • Plecto: Gamify sales with completely customizable leaderboards & incentives (also amazing for auto-emailing important dashboards or KPIs to leadership execs) • Fathom Notetaker: Auto-transcribe & log meetings in HubSpot (I set up an automation where it pushes action items to my project management board)

  5. These are ONLY a few, primarily specific to HubSpot integrations. Which automation has been a game-changer for you? Let’s discuss!

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