HubsPot Automation

Welcome to the PortfolioEbberdos wiki! `# HubSpot Automation Workflow

Here’s a sample HubSpot-style automation workflow documented in this Wiki.

graph TD
  A[Form Submission → Request a Quote] --> B[Create Deal: New Lead]
  B --> C[Assign Owner by Region]
  B --> D[Send Thank-you Email + Booking Link]
  D --> E{Opened / Clicked?}
  E -- Yes --> F[Set Lifecycle: MQL + Create Task for Rep]
  E -- No (48h) --> G[Resend Email + SMS Reminder]
  F --> H[Meeting Booked]
  H --> I[Move Deal → Meeting Scheduled]
  I --> J[If No Activity 7d → Slack Alert]
  H --> K[Closed Won]
  K --> L[Webhook → Billing System]
  L --> M[Update Deal: Policy Issued]
`

Loading