All examples
Processes with HubSpot
What teams automate around HubSpot
8 processes where HubSpot does part of the work. See the steps that can run on their own and the decisions that stay with people, then start from the one closest to yours.
HubSpot
Google Sheets
Slack
Google Docs- +2
Revenue operationsApproving a non-standard deal
Saves 3–5 h a weekSee the process
Webflow
LinkedIn- HubSpot
- Slack
- +2
Marketing & salesFrom website lead to sales rep
Saves 5–8 h a weekSee the process- HubSpot
Asana- Slack
Google Calendar- +2
Customer successOnboarding a new customer
Saves 3–5 h per clientSee the process
Stripe- HubSpot
Mixpanel
Intercom- +3
LeadershipWeekly KPI report
Saves 3–4 h a weekSee the process- Stripe
Customer.io- Intercom
- HubSpot
- +2
BillingRecovering failed payments
Saves 4–6 h a weekSee the process- Intercom
Postgres- HubSpot
- Stripe
- +2
Engineering & legalCustomer data deletion request
Saves 2–3 h per requestSee the process- HubSpot
Notion- Google Docs
Okta
Gmail
Sales & securityAnswering a security questionnaire
Saves 6–10 h per dealSee the process- Slack
- Mixpanel
- Intercom
- HubSpot
- +2
Customer successContract renewal
Saves 2–4 h per renewalSee the process
