Most teams don’t need convincing that automation is helpful. They just need to know where to start without it taking weeks. A handful of simple HubSpot automations can save hours and keep opportunities from slipping through the cracks. You don’t need a developer or a huge tech stack—just smart workflows that run in the background.

Let’s go through a few that we always recommend. 

Why Automation

HubSpot automations are simple ways to make you and your team’ lives easier, taking the busywork off your plate so you can focus on the conversations and relationships that actually move your business forward.

A few ways automation can help our team and customers:

• Removes human error: No more forgotten follow-ups or missed leads.
• Protects your bandwidth: Your team spends time on conversations and strategy, not copy/pasting info or setting reminders.
• Builds consistency: Every lead and customer gets the same high-quality experience, regardless of who’s on vacation or juggling priorities.
• Scales your effort: You can deliver the responsiveness of a bigger team without adding headcount.
• Drives revenue faster: Shortens response times, which can mean more deals closed and customers retained.

Quick HubSpot Automations That Make a Huge Difference

CRM Automations

Lead Assignment Rules

When a new lead comes in, you don’t want to lose momentum while someone decides who should follow up. In HubSpot, you can build a workflow that automatically routes leads based on form answers.

Example: If someone fills out your “Request a Demo” form and selects Midwest as their region, you can build a simple workflow that assigns the contact to your Midwest sales rep and notifies them right away and creates an internal follow-up task. By the time the rep opens HubSpot, the lead is already in the right hands.

Deal Stage Notifications

Deals can stall if there’s no built-in reminder to follow up. A quick workflow can make sure every opportunity keeps moving.

Example: When you move a deal to Contract Sent, you can build a workflow that creates an internal follow-up task for the deal owner 3 days later. The task shows up in their queue, so there’s no risk of forgetting.

Marketing Automations

Nurture Email Series
When someone engages with your content, you don’t want the conversation to stop at one download. You can set up a simple nurture workflow to keep them warm without manual effort.

Example: If someone downloads your ebook, you can build a workflow that sends a related case study 3 days later, and a webinar recording 2 weeks after that. You stay top of mind while they learn more about your business on their own.

Lead Scoring

Spotting good opportunities usually means combing through activity logs — who opened what, who clicked where, who came back to your site. Lead scoring gives that time back to you.

Example: Set up an Engagement Score where you add, let’s say, +5 points if someone opens three emails, +10 if they visit your pricing page, and +20 if they submit a demo request form. You can also subtract points, like –10, if they visit your career page. Once a contact passes 50 points, HubSpot flags them as sales-ready so reps know who to prioritize.

Engagement Alerts
Highly engaged leads shouldn’t wait around for attention. You can use workflows to flag when a contact is showing strong interest so sales can jump in.

Example: If a contact opens 3 marketing emails in a week, you can create a workflow that notifies their assigned rep and drops them a follow-up task. Sales gets clear instructions that this lead is ready for outreach.

Sales Automations

Cold Outreach
Cold outreach is a grind if you’re sending every email by hand. With Sequences, you can automate touches while still keeping them personal.

Example: You can enroll a list of prospects into a cold outreach sequence that sends a first-touch email, a polite follow-up 3 days later, and a “just checking in” message 1 week after that. If a prospect replies at any point, the sequence stops automatically so you don’t double-message them.

Prospecting

Reps often spend as much time researching who to contact as they do actually reaching out. The Prospecting Agent in HubSpot automates that by surfacing the best contacts and giving you context to jump right in.

Example: Instead of manually sorting through your database, you can use the Prospecting Agent to pull up a daily list of recommended contacts based on recent activity, engagement, and fit. Each morning you log on, check the already-done research, and know who to reach out to first.

Service Automations

Chatflows
Customers don’t want to wait around for an email when they’ve got a quick question. With Chatflows, you can give them instant answers and direct them where they need to go.

Example: Add a Chatflow to your home page that offers common FAQs, directs billing questions to the right inbox, or lets a customer create a ticket straight from chat. Instead of waiting in a queue, your customers get help right away and your team saves time triaging requests.

Customer Feedback Surveys

Waiting too long to ask for feedback means you lose the chance to catch issues early. You can automate surveys so they go out at the right time every time.

Example: Create a workflow that sends an NPS survey two weeks after onboarding is complete. Responses are logged on the contact record, letting you track sentiment without adding extra steps for your team.

Renewal Reminders
Contract renewals can sneak up if you’re not tracking them closely. You can automate reminders so you never miss the window.

Example: If you store the Contract End Date on the company record, you can build a workflow that triggers 30 days before that date. It can then create a task for the account manager to reach out and send the client a reminder email within 1 week. Both sides stay on track without manual tracking.

Get Started With HubSpot Automation

Not all automations need to be fancy and complicated to be effective. Sometimes, the most helpful automations are simple tasks that help you every single day. If you’re curious about how you can transform your sales and marketing with HubSpot’s automation tools, or if you want a hand with strategy or implementation, we got you covered.