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Sales Automation Tools

Use workflows to automate lead rotation and task creation, and streamline prospect follow-up with sequences.

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Start Automating Your Sales Process Today

Eliminate the grunt work, starting with your next email.

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Works with Gmail, G Suite, and Outlook or Office 365 for Windows

  1. SalesAutomation1

    Automate your follow-up, and put time back into your day.

    Prevent prospects from slipping through the cracks with sequences.

    Queue up a series of automated sales emails and follow up tasks for each prospect so you never lose touch. Choose from a list of email templates and task options, and enroll a contact right from your inbox.

    Enroll up to 50 prospects in a sequence at once.

  2. SalesAutomation2

    Personalize and tailor your automated sales emails.

    Save your sales emails from becoming impersonal.

    Use personalization tokens to tailor your sequence emails with contact and company context from HubSpot CRM. Then add specific details to each message to connect with your prospects like only a human can.

    Increase your response rates by creating manual email steps that let you write details before automation continues.

  3. SalesAutomation3

    Streamline your sales process with workflows.

    Use workflows to rotate leads, create deals, automate tasks, and manage your data in bulk by updating properties, copying values, and more. 

    Trigger internal notifications for your team when a contact takes a noteworthy action, and add tasks to alert your sales team about contacts they should follow up with.

Connect With the Apps Your Team Already Uses

HubSpot Sales works seamlessly with Gmail, G Suite, and Outlook or Office 365 for Windows.

Enroll contacts in sequences right from Gmail or Outlook for desktop so you never lose touch.

The All-in-One Sales Software Your Team Will Actually Use

Email Sequences

Put prospecting on autopilot to keep them from slipping through the cracks and free up more time to close warm leads.

Email Templates

Turn your most effective and repetitive sales emails into templates you can access inside your inbox and share with your team.

Email Tracking

Know the second a lead opens an email, clicks a link, or downloads an attachment, and surface the most relevant notifications to the top of your activity feed. Then send a perfectly timed follow-up.

Email Scheduling

Schedule emails to go out at a specified date and time, or use machine learning to deliver emails to prospects when they’re most likely to engage.

Documents

Optimize your documents and personalize your pitch by seeing who views each document and which pages they spend time on.

Meetings

Share a link that gives leads the power to choose a time that works for everyone. Works with Google Calendar, Office 365, and HubSpot CRM.

Live Chat

Connect directly with prospects when they’re actively engaging with your website. Route chat conversations to the right salesperson to build better relationships and close more deals.

Calling

Queue up a list of sales calls, make them from inside your browser, log calls to your CRM automatically, and record calls with a single click.

Sales Automation

Use workflows to automate manual, time-consuming tasks: Rotate leads, create deals and tasks, and more.

Reporting

Out-of-the-box and customizable reports and dashboards allow you to share high-level business metrics with executives, or dig into more granular metrics for your sales team.

Predictive Lead Scoring

Prioritize your outreach based on a prospect’s likelihood to become a customer so you don’t waste time trying to qualify poor-fit leads.

Salesforce Integration

Bi-directional sync with Salesforce means a record of every email, meeting, call, and more is at your fingertips.

Start Using HubSpot's Sales Software Today

Your sales team will send more emails, book more meetings, and close more deals with less work.

Get a demo
Works with Gmail, G Suite, and Outlook or Office 365 for Windows