Can you migrate us to HubSpot from another CRM?

CRM setup and migration is part of our CRM automation service, and we can build the automation layer in the same engagement.

Do you replace HubSpot's own automation tools?

No — we build on top of them, and only add an external automation layer when HubSpot's native tools can't express the logic you need.

CRM

HubSpot Automation Services

We build the automation layer on top of HubSpot — lead scoring, routing, and sequences that turn it from a database into an active pipeline.

Book a Free Automation Audit

What is HubSpot?

HubSpot is a CRM and marketing platform widely used by SMBs and growing companies. We build automation on top of HubSpot's existing workflow tools and API — lead scoring, routing rules, sequence logic, and integrations with tools HubSpot doesn't natively connect to — rather than replacing the CRM you've already invested in.

Where it fits

Lead scoring and routing

Automatic prioritization and assignment of new leads based on the criteria that matter to your sales process.

Follow-up sequences

Timed email or task sequences that adjust based on lead behavior, not a one-size-fits-all drip.

Custom integrations

Connecting HubSpot to tools it doesn't have a native integration for, via its API.

Pipeline automation

Stage-change triggers, stale-deal alerts, and notifications that keep deals moving.

Common workflows

New contact → score based on form data → route to the right rep → notify via Slack
Deal stage change → trigger task creation for the assigned rep
No activity on a deal for N days → automatic stale-deal alert to the manager
HubSpot contact update → sync to an external system HubSpot doesn't natively integrate with

What this looks like end to end

Trigger

A contact or deal changes state in HubSpot

Automation

A workflow (native HubSpot automation or an external platform via API) evaluates the change

Where used, an AI step scores or qualifies the lead based on unstructured signals

System

HubSpot updates automatically, or an external system receives the synced data

Result

Reps see accurate, current pipeline data without manual updates

Benefits

Builds on a CRM most SMBs already use, rather than requiring a switch
HubSpot's native workflow tools cover a lot of ground before custom automation is even needed
Strong API for extending beyond HubSpot's built-in automation

Limitations

More advanced automation may require a paid HubSpot tier with workflow features
Complex custom logic sometimes needs an external automation layer (n8n/Make) alongside HubSpot itself

Relevant Services

CRM Automation

Never let a lead fall through the cracks.

Workflow Automation

Connect your apps and put repetitive tasks on autopilot.

Industries We Serve

Real Estate

Brokerages and agencies lose deals in the gap between a lead coming in and a human getting to it. We build the automation and AI layer that closes that gap.

Marketing Agencies

Client reports, campaign tracking, and lead handoffs take up hours that should go to strategy. We automate the recurring operational work behind agency delivery.

Common Questions

Some native workflow features require a paid tier — we'll confirm what your current plan supports before recommending an approach.

Ready to start?

Book a free 30-minute call and we'll map out exactly what to build — and what it'll be worth.

Book a Free Meeting