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Sales Automation Tools

Automate lead rotation, create tasks, and streamline prospect follow-up with sequences and workflows.

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  • 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

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

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.



  1. Personalize your automated sales emails.

    Save your sales emails from becoming impersonal. Personalize your messages and create valuable human connections with your prospects. Boost engagement by tailoring your outreach with data from HubSpot Smart CRM, and leverage dynamic sequences that automatically adapt based on prospect engagement.

  2. Streamline your sales process with workflows.

    Use workflows to rotate leads, create deals, and automate tasks. Manage your data in bulk by updating properties, copying values, and more. Trigger notifications for your team when a contact takes meaningful action. Easily add tasks to alert your sales team about contacts they should follow up with.

  3. Unlock the science of prospecting.

    Test, observe, and measure the impact of your sequences at every step. Run A/B tests on your sequence sales emails to optimize your messaging and maximize your outreach strategy with deal outcome reports to uncover what sequences generate the most revenue.

  4. Connect with the apps your team already uses.

    You don't need to waste time training your team on new sales software. HubSpot’s sales automation tools work seamlessly with Gmail, Google Workspace, Outlook, and Office 365 for Windows. Enroll contacts in sequences right from Gmail or Outlook for desktop so you never lose touch.

Have questions? Give us a call and we'll walk you through it.

+1 857-829-5060

Thanks 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