HubsPot Automation

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

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

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

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