HubSpot Lead Management Automation
Every new lead gets an owner and a task with a due date right away, and the rep sees what the prospect did before.
- phaseImplementation
- engagementProject
The problem this solves
A form lead waits until someone notices and assigns it. The rep calls without knowing what the prospect read or what marketing asked, and lifecycle stages change by hand or not at all, so the funnel report shows random numbers.
How I work
I map the lead’s path from entry to first conversation: where it comes from, who qualifies it, who it goes to and how long it can wait. I mark every point where someone retypes data or a lead waits for attention.
Then I build it in HubSpot. A lead goes to a rep by territory, industry or rotation, gets a task with a due date and a notification, and its lifecycle stage updates on its own. When a lead waits too long, it escalates to the manager. I connect lead sources that lack a ready-made HubSpot integration through Make or custom code. Leads the rules can’t assign go to a separate queue with an alert to the person you choose.
What you get
- A map of the lead’s path with the points where it waits
- Rules for assigning leads to reps
- Tasks with due dates and notifications for the owner
- Automatic lifecycle stage changes
- Escalation to the manager when a lead waits too long
- A queue for unassigned leads with an alert to the person you choose
What usually goes with this service 1
Let’s check whether this service fits your situation
After you submit the form, you pick a time in my calendar. I prepare the scope and a quote after the call.