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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