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Gracjan Kasprzyk
Gracjan Kasprzyk, HubSpot consultant

HubSpot Workflow Automation

Workflows that take repetitive CRM work off your team, each with a name and description that say what it does.

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  • phaseImplementation
  • engagementProject
  • productCRM

The problem this solves

Reps copy data from one field to another, a customer handoff depends on someone remembering to send an email, and the portal is full of workflows named “Copy of test” that nobody dares to turn off.

How I work

First I review the workflows already in your portal: what they do, what they touch and which ones duplicate each other. Then we agree on what should happen automatically: record assignment, actions on deal stage changes, dates saved for reporting, format fixes, duplicate prevention, alerts and tasks.

I build new workflows by fixed rules: consistent names, one job per workflow where possible, suppression lists and re-enrollment settings that won’t fire an action twice. Every workflow has a description of what it does and why it exists. I test on your records before turning anything on, and I watch the first weeks, because an import or an unusual record can trigger a workflow where it shouldn’t.

What you get

  • A workflow map: assignment, data cleanup and alerts
  • New workflows tested on your records
  • A review of old workflows, turned off in stages
  • Suppression lists and re-enrollment settings
  • A description of every workflow in the portal
  • Monitoring during the first weeks

What people ask before a quote

Can you clean up old workflows without breaking anything?

Yes. First I check which workflows use which properties, lists and each other. Then I turn them off in stages and check that nothing broke before moving on.

What about automations that go beyond HubSpot?

This service covers workflows in HubSpot. I set up connections to your ERP, invoicing tool or in-house app separately, in Make or with custom code. During the consultation I tell you what a workflow can handle and what needs an integration.

How much does workflow setup cost?

We’ll work it out on the call, once I know your process. You pay for the HubSpot license separately, directly to HubSpot. Your license edition determines which workflows you can build.

What usually goes with this service 3

CRM

HubSpot Lead Routing and Management

Every new lead goes to the right rep with a status and a follow-up date, and becomes a deal once qualified.

Learn more
CRM

HubSpot Sales Reports and Dashboards

Dashboards for leadership and sales managers with pipeline, forecast and conversion, all built on the same fields.

Learn more
CRM

CRM Data Migration to HubSpot

Contacts, companies, deals and history from your old CRM, moved after a test import, with the database cleaned up.

Learn more

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.

Gracjan Kasprzyk
Your call is with Gracjan Kasprzyk