HubsPot Automation

Welcome to the PortfolioEbberdos wiki! `# HubSpot Automation Workflow & Deal Stage Tagging HubSpot

Here’s a HubSpot-style automation workflow tied to fields and deal stages.

graph TD
  A[Form Submission → Request a Quote<br/><i>Lead Source: Website/Facebook</i>] --> B[Create Deal: New Lead<br/><i>Pipeline Stage: New</i>]
  B --> C[Assign Owner by Region<br/><i>Deal Owner + Team</i>]
  B --> D[Send Thank-you Email + Booking Link<br/><i>Email Sent Count</i>]
  D --> E{Opened / Clicked?<br/><i>Email Open Rate (48h)</i>}
  E -- Yes --> F[Lifecycle Stage → MQL<br/><i>Lead Status: Engaged</i>]
  E -- No --> G[Resend Email + SMS Reminder<br/><i>Engagement Score: Decay</i>]
  F --> H[Meeting Booked<br/><i>Stage: Meeting Scheduled</i>]
  H --> I[Move Deal → Scheduled<br/><i>Follow-up Tasks</i>]
  I --> J[If No Activity 7d → Slack Alert<br/><i>SLA Breach Tag</i>]
  H --> K[Closed Won<br/><i>Stage: Closed Won</i>]
  K --> L[Webhook → Billing System<br/><i>Policy # + Revenue Field</i>]
  L --> M[Update Deal: Policy Issued<br/><i>Lifecycle → Customer</i>]


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