Hubspot Sales Lead Management and Priority Ticket Automation Workflow
This workflow automates the management of sales leads in Hubspot, listening in real-time for new lead creation and intelligently routing them based on the lead stage. When a deal is successfully closed, a Slack notification is sent, and leads scheduled for a demo automatically generate a Google Slides document, while unsuccessful leads are recorded in Airtable. It can also automatically differentiate ticket priorities based on lead value and type, achieving efficient resource allocation and sales readiness, helping the sales team improve work efficiency and accuracy.
Workflow Name
Hubspot Sales Lead Management and Priority Ticket Automation Workflow
Key Features and Highlights
This workflow automatically monitors newly created sales leads (deals) in Hubspot and intelligently routes them based on lead stage and attributes. Upon successful closure, it sends Slack notifications; leads with scheduled demos automatically generate Google Slides presentation documents; lost leads are automatically logged into an Airtable database. For qualified high-value new business leads, it creates high-priority tickets in Hubspot, while other leads generate medium-priority tickets, enabling end-to-end automated management and priority differentiation.
Core Problems Addressed
- Real-time capture of sales lead changes to prevent information loss
- Automated triggering of different actions based on lead stages to improve response efficiency
- Automatic generation of presentation documents to save sales preparation time
- Archiving of lost leads for easier subsequent analysis and follow-up
- Automatic prioritization of leads by value and type to optimize resource allocation
Application Scenarios
- Sales teams managing new and follow-up sales opportunities
- Marketing teams automatically generating customer presentation materials
- Customer service teams quickly responding to and handling tickets based on lead priority
- Data analysis teams archiving and analyzing lost sales data
Main Process Steps
- Listen for new sales lead creation events (deal.creation) in Hubspot.
- Retrieve detailed information of the lead, including amount, name, stage, type, etc.
- Branch processing based on lead stage:
- Closed Won: send Slack notification to alert the team.
- Presentation Scheduled: automatically create a Google Slides presentation document.
- Closed Lost: append lead information to the Airtable lost leads table.
- Evaluate lead value and type; create a high-priority Hubspot ticket for qualified leads, and a medium-priority ticket for others.
Involved Systems or Services
- Hubspot (lead data retrieval and ticket creation)
- Slack (closure notification delivery)
- Google Slides (automatic presentation generation)
- Airtable (lost lead archiving)
Target Users and Value
- Sales Managers and Representatives: automate sales lead management to enhance follow-up efficiency and accuracy.
- Customer Success and Support Teams: quickly identify high-priority customer needs and allocate resources effectively.
- Marketing and Presentation Preparation Staff: automatically generate presentation materials to improve client communication quality.
- Corporate Management: gain real-time insights into sales dynamics and lost leads to support optimized decision-making.