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HubSpot sales automation tools showing the sequences interface

Sales Automation Tools

Use workflows to automate lead rotation, create tasks, and streamline prospect follow-up with sequences.

  • Free up more time to close leads with sequences and workflows

  • Personalize the emails in your sequence with information from your HubSpot CRM database

  • Use workflows to rotate leads, create deals, automate tasks, and more

  1. Automate your follow-up and put time back into your day.

    Sales reps have a lot on their plate. Wasting time with repetitive tasks can lead to inefficiency, frustration — and even lost sales.

    Save time and prevent prospects from slipping through the cracks with HubSpot's sales automation tools. Queue up automated sales emails and follow-up tasks for each prospect, so you never lose touch. Choose from a list of email templates and task options, and enroll a contact right from your HubSpot inbox. Enroll up to 50 prospects in a sequence at once.

  1. Personalize your automated sales emails.

    Save your sales emails from becoming impersonal. Personalize your messages and create valuable human connections with your prospects. Increase your response rates by tailoring your email sequences with information from your HubSpot CRM database.
    HubSpot sales automation tools showing personalization options in the sequences editor
  2. Streamline your sales process with workflows.

    Use workflows to rotate leads, create deals, and automate tasks. Manage your data in bulk by updating properties, copying values, and more. Trigger notifications for your team when a contact takes meaningful action. Easily add tasks to alert your sales team about contacts they should follow up with.
    HubSpot sales automation tools showing workflow editor interface
  3. Connect with the apps your team already uses.

    You don't need to waste time training your team on new sales software. HubSpot’s sales automation tools work seamlessly with Gmail, Google Workspace, Outlook, and Office 365 for Windows. Enroll contacts in sequences right from Gmail or Outlook for desktop so you never lose touch.
    HubSpot sales automation tools showing ability to edit template in email inbox

Have questions? Give us a call and we'll walk you through it.

+1 857-829-5060