7 processes every small business can automate with HubSpot
1. Capture every website enquiry in the CRM
Connect your website form to HubSpot so each enquiry becomes a contact automatically, with the page it came from. No more copying emails into a spreadsheet. Plan: Free.
2. Reply instantly
Send an automatic, personal-sounding reply the moment someone fills in the form: what happens next, when you will call, a link to book a meeting. Plan: Free/Starter for simple replies.
3. Assign leads to the right person
Route leads by country, language or service so the right salesperson gets them, with a task to call within a set time. Plan: manual or basic assignment on Free/Starter; rules-based routing with workflows on Professional.
4. Never forget a follow-up
Create a task automatically when a quote is sent: "call in 3 days". For larger teams, sequences send a series of follow-up emails and stop when the customer replies. Plan: tasks on Free/Starter; sequences on Sales Professional.
5. Let customers book meetings themselves
A booking link connected to your calendar removes back-and-forth emails. The meeting and the contact are logged in the CRM. Plan: Free (with limits), Starter.
6. Notify the team when a deal moves
When a deal reaches "won", tell accounting to invoice and operations to start. When a deal has been stuck for 14 days, alert the owner. Plan: workflows on Professional, or Make/Zapier with Starter.
7. Send the weekly report automatically
A dashboard emailed every Monday: new leads, deals in each stage, revenue won, response times. Management stops asking and starts deciding. Plan: basic dashboards on Free/Starter; custom reports on Professional.
Bonus: a smart bot for frequent questions
A website or WhatsApp bot can answer opening hours, prices and delivery questions, collect contact details and hand complex cases to a person — in more than one language.
Where should you start?
Start with numbers 1, 2 and 4. They take a few hours to set up, work on the free or Starter plan, and immediately reduce lost leads. Measure response time before and after — it is the easiest win to prove.
Want to apply this to your business?
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