Automate lead rotation, create tasks, and streamline prospect follow-up with sequences and workflows.
Scale your lead outreach with personalized email sequences
Use workflows to rotate leads, create deals, and automate tasks
Measure and optimize your outreach with outcome reports and A/B tests
Sales reps have a lot on their plate. Wasting time with repetitive tasks can lead to inefficiency, frustration, and even lost sales. Save time and prevent prospects from slipping through the cracks with HubSpot's sales automation tools.
Create a sequence of timed personalized emails and engagement, and use workflows to enroll prospects based on intent signals. Choose from a list of email templates and task options, and enroll a contact right from your HubSpot inbox.
Have questions? Give us a call and we'll walk you through it.
+1 857-829-5060Thanks to sales automation, my follow-up process has become incredibly efficient. HubSpot has revolutionized my everyday sales routine, making it easier to achieve my goals.
Giorgos Pantelatos
Sales Representative, EMEA (Greece)
Copysystem SA
Learn how sales automation can improve efficiency, eliminate manual tasks, and streamline processes.
Learn how to create and edit email sequences.
Learn how to define and implement an automation strategy using workflows in HubSpot.
Sales automation tools are available in Sales Hub. Explore additional Sales Hub features below.
Share a link with customers that lets them see when you're free and book meetings with you.
Track one-off emails to prospects. Receive real-time notifications when emails are opened or clicked.
Save and reuse your best performing emails, and share them with your team for a faster and more consistent way to communicate with prospects.
Build a library of sales documents that you can easily share with prospects.
Call prospects through VOIP from inside your HubSpot account. Calls can be recorded and auto-logged on the contact record for future reference.
Track prospects’ visits to your site in real time, determine which companies are the most engaged, and set up custom email notifications for your team.
Write one-to-one prospect emails, and schedule them for the right send and receipt time.
Connect HubSpot CRM to your Gmail or Outlook inbox to send email from the CRM, set up a shared team email account, and access dozens of other useful, time-saving tools.
Get powerful context about the people and companies you’re emailing, right inside your Gmail or Outlook inbox.
Create and share professional-looking quotes in just a few clicks.
Achieve total visibility into your sales metrics, with deep insights into your pipeline and a quick way to build more accurate forecasts, right out of the box.
Build a library of sales best practices and resources to share with your team.
Use workflows to automate lead rotation and task creation, and streamline prospect follow-up with sequences.