brim/break
Back to stack
01 · Layer

HubSpot.

A CRM is only as good as the workflows behind it.

HubSpot isn't 'the CRM'. It's the pipeline engine. Lifecycle, lead routing, task generation — it all happens in workflows, not in drag-and-drop marketing tools.

50+
Workflows per setup
12
Lifecycle stages
<5min
Lead → Task
0
Excel dumps
We've all been there

What you've probably seen.

  • Lead routing in Excel or not at all
  • Lifecycle stages maintained by hand
  • MQL → SQL handover dies in the AE inbox
  • Properties out of sync with the sales team
How we solve it

How we set it up.

  • Workflows trigger on score, behavior, property change
  • Lifecycle moves automatically via score threshold
  • Task generation + Slack pings instead of email alerts
  • Properties sync via API with proper versioning
Toolchain
WorkflowsListsPropertiesSequencesAPI v3ReportingLead ScoringSnippetsWorkflowsListsPropertiesSequencesAPI v3ReportingLead ScoringSnippets
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 us to build this for you?.

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