Automation Software

HubSpot automation helps you scale personalized marketing and sales outreach, and delight your customers with timely feedback surveys, support ticket resolution, and more.

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    Automation That Connects Teams

    When every team cobbles together disconnected systems, it’s hard to leverage automation for an exceptional customer experience.

    Dirty CRM data sullies email personalization tokens. Botched rotations leave customers with no point of contact. Automated systems close out high value support tickets before the customer is happy with the resolution. 

    You need an automation software platform that can keep upcleaning and unifying data as you grow, and bringing teams together with one shared view of your customer.

    Additional resources to help you connect tools and systems to delight your customers
When we acquired ScribbleLive, we went from two languages to three. HubSpot automation helps us send the right information to the right person, in the right language, at the right time, and ensure leads are routed to the appropriate rep based on language, geography, and time zone.
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  1. Automation That Grows With You

    Invest in Automation Software That Scales With You

    HubSpot’s visual automation builder is intuitive, making it easy to get up to speed and start building complex automations without months of training. You have the flexibility to make changes to campaigns and processes in seconds, and automate across Marketing, Sales, and Customer Service.

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    Strengthen Your Customer Relationships

    Marketers need to deliver the right information at the right time. That’s easier to do if you know what actions customers take and what content they’ve already consumed. With HubSpot, you can build omnichannel marketing campaigns based on how visitors are engaging with your site and content.

  3. Automation That Connects Tools

    Connect Your Tools and Systems

    With HubSpot’s automation software, it’s easy to integrate all of your tools so everyone can work from a single source of truth. Workflow integrations let you connect with your favorite apps in seconds and makes it easy to automate across tools and systems. With data sync, you can set up a two-way, real-time, no code connector with any tool in your tech stack.

  4. Automation That Cleans Data

    Use Automation to Keep Your Data Clean

    Your customer experience is only as good as the data that powers it. 

    With HubSpot, ensuring data quality isn’t just easy; it’s automatic. Data quality automation in Operations Hub will automatically declutter date properties, polish up phone numbers, and fix name capitalization faster than you can say “import and export.”

Debating between HubSpot and Marketo? We can help you compare tools and decide which solution is right for your business.

Related Resources

Take a look at the featured webinars, templates, interactive lessons, and blog content below to unite your sales, services, and marketing teams and leverage automation around one source of truth.

Ops Hub - Automation

Marketing Automation Software

Your one-stop-shop to learn about the benefits of marketing automation and explore how to personalize your customer journey with HubSpot automation.

Learn More
Ops Hub - Data Sync

Sales Automation: The Ultimate Guide

Improve your efficiency, eliminate manual tasks, streamline recurring activities, and ensure nothing falls through the cracks with sales automation.

Read Now
Ops Hub - Data Quality

HubSpot Automation Blueprints

Get a behind-the-scenes peek at how HubSpot has used automation to solve some of its biggest business problems, and how you can implement these strategies in your organization.

Get the Automation Blueprints
  • Automation software helps you scale the impact of your team by completing routine manual tasks, freeing up your team to focus on the customer and make strategic decisions. Teams across Marketing, Service, Sales, and Operations typically leverage automation to personalize outreach, qualify leads, manage quoting, and route leads and support tickets to reps across their organization. 


    HubSpot offers CRM-driven automation to help teams personalize their customer experience, architect seamless handoffs across teams, and keep their data clean organizing their business around one single source of truth.

  • Popular features in HubSpot’s automation software include:

    • Workflows automation engine
    • Omnichannel marketing automation 
    • Sequences sales automation 
    • Customer support, ticketing, surveys, and conversation routing automation
    • Custom code actions
    • Workflow integrations
  • Automation is available as part of Marketing Hub, Sales Hub, Service Hub, and Operations Hub. While you can get started with automation for free, if you are looking for more advanced features to help automate and scale your marketing, sales, service, and operations, HubSpot also offers premium features in each tier in the Starter, Professional, and Enterprise editions.

Connect Teams and Tools with Workflow Integrations

With HubSpot’s automation tools, it’s easy to integrate all of your tools so everyone can work from a single source of truth. Workflow integrations let you connect with your favorite apps like Zoom, Slack, DocuSign, and more in seconds and makes it easy to automate across tools and systems. Check out our marketplace of workflow integrations.

Check it Out

Adaptive Testing and Smart Content

Automatically personalize any piece of content, from web copy to ads, for all your core audiences. Plus, you can build up to five variations of a page and we will automatically test and serve up the best performing option.

Learn More About CMS Automation

Sequences and Sales Process Automation

Put personalized prospecting on autopilot with HubSpot workflows, and get more time back in your day by automating lead rotation and qualification, pipeline management, appointment scheduling, and more.

Learn More About Sales Automation

Customer Service Ticket and Helpdesk Automation

Nix manual processes so your team can stay focused on providing personalized solutions to customer problems with automated feedback surveys, ticket and conversation routing, and help desk automation.

Learn More About Automated Customer Service

Start Growing With HubSpot Today

Talk to someone at HubSpot to see our automation in action today.

Request a Demo