HubsPot Automation

flowchart TD %% === Ingest & Validation === A[Form Submission → Request a Quote]:::node --> A1{Consent Given?} A1 -- No --> AX[Stop + log "No Consent"]:::warn A1 -- Yes --> A2[Capture Hidden Fields
utm_source / utm_campaign / gclid]:::node A2 --> A3{Duplicate? (email/phone)}:::decision A3 -- Yes --> A4[Update existing Contact/Deal
Increment Touch Count]:::node A3 -- No --> B[Create Deal: New Lead
Pipeline = New Patient Pipeline
Stage = New]:::node

%% === Ownership & First Touch === B --> C[Assign Owner by Region/Language
Round-robin fallback]:::node B --> D[Send Thank-you Email + Booking Link
(HubSpot Meetings/Calendly)]:::node D --> D1[Set Email_Sent_Count +=1]:::mut

%% === Engagement Gate === D --> E{Opened/Clicked within 48h?}:::decision E -- Yes --> F[Lifecycle = MQL
Lead Status = Engaged]:::good E -- No --> G[Re-engage: Email Variant + SMS/WhatsApp
(via Twilio/WhatsApp)]:::node G --> G1[Engagement_Score −= 5]:::mut

%% === Consult Path === F --> H[Meeting Booked
Deal Stage = Meeting Scheduled]:::node H --> I[Pre-consult Pack: PDFs + Questionnaire
Reminders: 48h, 24h, 3h]:::node I --> I1[Create Advisor Tasks
Assign SLA Timer (7 days)]:::mut I1 --> I2{Activity within SLA?}:::decision I2 -- No --> I3[Slack/Email Alert + Tag: SLA_Breach]:::warn I2 -- Yes --> I4[Proceed]:::good

%% === Conversion & Billing === H --> K[Deal Stage = Closed Won]:::good K --> L[Webhook → Billing System
Send Policy_Number & Revenue]:::node L --> M[Update Deal: Policy Issued
Lifecycle = Customer]:::good

%% === Aftercare & Feedback === M --> N[Aftercare Workflow: Care Tips, Check-ins]:::node N --> O[Review/NPS Request + Referral Program]:::node O --> P[Attribution Report: Source ROI, CPL, Show-up %, C2S%]:::report

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