HubSpot automation

What I build

Automation starts with the process people follow and the points where work gets stuck. The scope can include:

• Workflow review: which routing and follow-up tasks need a flow, and where repeated data entry can be reduced.
• Triggers and logic: enrollment rules, conditions, notifications and task assignments, with clear review points.
• Testing: sample records, missing associations and failed handovers, including what needs manual attention.
• Handover: documented workflow logic and a checklist the team can use to investigate exceptions.

Testing and follow-up

I agree the logic with the team before building, then test the paths and exceptions in stages. Timing depends on the process and systems involved.

After rollout, I check how the flow behaves with real records and adjust the agreed rules when the process changes.

Platform and ownership

I check the HubSpot subscription and the required workflow actions before designing the flow. Custom code actions need Data Hub Professional or Enterprise.

Connections to other tools depend on their connectors or APIs. Access, monitoring and responsibility for manual review are part of the scope.

• HubSpot: custom code actions and plan requirements