Route every lead
Round-robin, territory and account-based rules that assign an owner, create a task and alert sales the moment a qualified lead arrives.
4.9 / 5HubSpot workflow automation that nobody has to babysit.
HubSpot workflow automation for lead routing, lifecycle stages and follow-ups, built so every workflow has a purpose, an owner and a check.
Certified partner
HubSpotSolutions Partner
Selected work, in motion.
The digital experiences that start a customer relationship.Leads going cold?
Most HubSpot portals have workflows. Few have workflows anyone can explain.
BeforeAfter
Inbound leads waiting a day for an ownerLeads routed by territory, size and source the moment they arrive
Lifecycle stages set by hand, or not at allStages that move on real signals: form, meeting, deal
Old workflows firing on the wrong contactsAn audited workflow set, each one named, owned and documented
Handoffs that depend on someone rememberingTasks and alerts created when a lead is ready
What's included
Handoffs that happen.
We build fewer workflows that do more, and check they keep working after launch.
Run lifecycle workflows
Lifecycle stage and lead status driven by clear triggers, with nurture, reactivation and handoff workflows attached to each stage.
Check the reporting
Dashboards and audit views that show stuck leads, unassigned records and workflow errors, reviewed on a schedule you agree.
Clean up old automation
Existing workflows audited, merged or switched off, then named and documented so the next admin knows what each one does.
Security, by consideration.
Trust is part of the build.
For your HubSpot project, we consider CRM records, workflow permissions, forms and connected applications as part of one connected build.
See our approachConnected systems. Considered safeguards.
Changes you can trace.
GitHub workflows, peer review and dependency checks bring decisions into the release process.
Protected in transit.
Certificate configuration, HTTPS and secure headers help protect the path between your users and your systems.
Intelligence with limits.
Scoped tool access, validated inputs and human approval where automated actions carry consequences.
Audit. Build. Check.
Automation starts with the rules your team already follows, written down.
- 01
Map the handoffs
We write down who gets which lead, when, and what should happen next.
- Routing rules
- Lifecycle definitions
- Workflow audit
- 02
Build and test
Workflows built and run with test contacts through every branch before going live.
- Live workflows
- Test records
- Naming conventions
- 03
Monitor
Error and stuck-lead views, checked after launch and then monthly.
- Monitoring dashboard
- Monthly check
- Workflow register
Built for what’s next.
Built to driveBetter-qualified leads.
Built to driveMore qualified candidates.
Built to driveMore enquiries.
Built to driveMore qualified demos.
Built to driveMore workplace demos.
Built to driveMore business accounts.
Built to driveMore free trials.
Built to driveMore building owners.
Built to driveMore free sign-ups.
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Built to driveMore direct bookings.
Built to driveMore committed players.
Built to driveMore returning customers.
Built to driveMore meaningful demos.
Built to driveBetter talent connections.
Built to driveMore course creators.
Built to driveMore product discovery.
Built to driveMore sign-ups.
Built to driveMore memberships.
Trusted across our practice
Working together. In their words.
Independent reviews. Long-term working relationships.
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HubSpot automation questions.
A few things worth discussing before your HubSpot automation takes shape.
How do you set up lead routing in HubSpot?
Lead routing in HubSpot runs through workflows that rotate or assign contact owners by rules such as country, company size or source. We add a task and a notification to each assignment, plus a fallback owner for leads that match no rule, so no lead sits unassigned.
What is the difference between HubSpot lifecycle stage and lead status?
HubSpot lifecycle stage tracks where a contact sits in the overall funnel, from subscriber to customer. Lead status tracks what sales is doing with a lead right now, such as attempting contact or connected. Automation should move both, but on different triggers owned by different teams.
How much does HubSpot automation setup cost?
A routing and lifecycle build for one team costs less than an audit and rebuild of an older portal. After scoping, you get a fixed price and a written list of every workflow we will build.
When should automation move out of HubSpot workflows?
Automation should move out of HubSpot workflows when the logic spans several systems, needs heavy data transformation or must run on a schedule outside HubSpot. We then use a serverless function or an integration tool, and keep HubSpot as the record your team works from.
Revamp today.The 
way.
Your ambition. Our collective craft.
Strategy, design and technology, working as one.