HubsPot Automation

HubSpot Automation Workflow & Deal Stage Tagging

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

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

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