HubSpot automation templates

• SalesAsks first

  Draft a reply to each new lead

  Research the sender, answer each question and offer two times for a call.

  On an event: When an e-mail from a new lead arrives

  • Gmail
  • HubSpot
  • Google Calendar

• Sales

  Complete new contacts in the CRM

  Job title, company size and industry for each new HubSpot contact.

  On a schedule: Every weekday at 8:00

  • HubSpot
  • LLinkedIn

• SalesAsks first

  Update your CRM after a sales call

  Stage, close date, amount, next step, tasks and new contacts from your call, saved to the deal after your OK.

  You start it: When you start it

  • HubSpot
  • Google Docs

• Sales

  Send a weekly sales pipeline report

  New, moved, won and lost deals, and the forecast against quota, every Friday afternoon.

  On a schedule: Every Friday at 16:00

  • HubSpot
  • Google Sheets

• SalesAsks first

  Create a quote from your price list

  A quote with the right products, quantities, discounts and terms in your CRM, sent after your OK.

  You start it: When you start it

  • HubSpot
  • Google Sheets

• SalesAsks first

  Follow up with leads from a trade show

  Each lead you met added to the CRM, with a personal follow-up e-mail based on your notes.

  You start it: When you start it

  • Google Sheets
  • HubSpot
  • Gmail

• SalesAsks first

  Draft win-back e-mails to former customers

  For each lost customer, what changed since they left and a personal e-mail, sent after your OK.

  You start it: When you start it

  • HubSpot
  • LLinkedIn
  • Gmail

• Sales

  Plan a product demo for a prospect

  A demo script built on the prospect's own problems, with screens, sample data and questions.

  You start it: When you start it

  • HubSpot
  • Google Docs

• Sales

  Find customers who are ready to upgrade

  Accounts near their plan limits, with the usage, the plan that fits and the extra revenue.

  You start it: When you start it

  • Any admin panel
  • Stripe
  • HubSpot

• SalesAsks first

  Clean bounced e-mails out of your CRM

  Contacts whose e-mail bounced or who left the company, marked in your CRM after your approval.

  On a schedule: Every Monday at 7:00

  • Gmail
  • HubSpot

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