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HubSpot.

Where your contacts, deals and lifecycle stages live.

HubSpot runs as the pipeline engine here. Lifecycle changes, lead routing and task creation happen in workflows that I set up and document so your team can maintain them later without me.

Score
flips the lifecycle stage
<5min
from threshold to AE task
Realtime
property sync via API
Repo
workflows documented + versioned
How I solve it

How I set it up for you.

  • Workflows fire on score, on behavior, or when a property changes
  • Past a score threshold the lifecycle stage moves on its own
  • Instead of email alerts you get tasks and a Slack ping
  • Properties sync over the API, cleanly versioned
Toolchain
WorkflowsListsPropertiesSequencesAPI v3ReportingLead ScoringSnippetsWorkflowsListsPropertiesSequencesAPI v3ReportingLead ScoringSnippets
Lead → score → SQL → task
Form fill
Lead
Acme GmbH
Trigger
Score
87 / 100threshold 75
Stage flip
Lifecycle → SQL
automatic
AE alert
Task + Slack
owner: AE

Lead score crosses threshold, workflow flips lifecycle stage, task lands with the AE, Slack ping. All automatic.

Example workflow

Example: Lead-score trigger

  1. 01Lead score crosses 75
  2. 02Lifecycle stage flips to SQL
  3. 03Task is queued for the AE
  4. 04Slack ping in #sales with brief link

Want me to build this for you?

30 min demo. I walk you through a real setup, live.