HubSpot workflows that take work off your plate.
Leads that land with the right colleague automatically, follow-up that never gets forgotten and data that stays tidy. We build your workflows, test them and explain how they work.
Routing, scoring and follow-up in HubSpot, tested before go-live.
From €1,500 excl. VAT · fixed price up front · tested before go-live
- Based in Julianadorp, NL · Chamber of Commerce 54099897 · you talk to the people who build it
What is a HubSpot workflow?
A HubSpot workflow is an automatic series of actions that starts as soon as something happens: someone fills in a form, a deal changes stage or a contact opens an email. Sharp Creations builds workflows for lead routing, lead scoring, deal follow-up and data quality, from Julianadorp, the Netherlands. A set of workflows starts from €1,500 excl. VAT, with a fixed price up front. We test everything with test contacts before it goes live.
Want to know first which ones pay off most? Read which ones pay off first (article).
What you get.
Process map
Your process mapped out: who does what, when and based on which signal.
Workflows in HubSpot
Built with clear names and folders, so a year from now you still know what is what.
Tested
Run through with test contacts, including the exceptions, before a single real customer enters.
Documentation
Per workflow: why it exists, when it starts and what it does.
Triggers, scoring, routing and data quality.
Triggers
Every workflow starts with a trigger: the moment a contact or deal enters it. For example a form being filled in or a deal stage changing. We also set whether someone may enter a second time, so a customer doesn’t get the same email twice, or does get it every time it’s needed.
Lead scoring
Lead scoring gives every lead points: for who they are (industry, role, company size) and for what they do (viewed the pricing page, opened an email). Above a threshold, sales gets a nudge. Points for behaviour decay after a while, so an old score doesn’t linger. More in setting up lead scoring.
Routing
Routing decides who gets a new lead: by region, industry or in turn. The owner gets a task and a notification, and if nobody responds within an agreed time, a reminder goes out.
Data quality
Workflows also keep your CRM clean: phone numbers and names in the same format, required fields that get filled and the lifecycle stage that moves along by itself. That keeps your lists and reports accurate.
Three workflows that often pay off first.
- Lead routing after a quote request. The form creates a contact, the right colleague gets a task and the requester a confirmation. If nobody responds within a working day, a reminder follows.
- Deal follow-up. If a quote has been open for a week, the owner gets a task to call. Once the deal is won, the hand-over to delivery starts.
- Review request after completion. When a project is finished, the customer gets a friendly request for a review a few days later.
These are general examples; which one pays off most for you depends on your process. More ideas in 5 workflows that save every sales team time.
How we build your workflows.
- 01
Map the process
Together we decide which steps can be automatic and where a person needs to look.
- 02
Fixed price
Which workflows, what they do and when they go live. In writing, up front.
- 03
Build and test
First with test contacts, including exceptions, so no wrong email goes out.
- 04
Live and adjust
After go-live we check that everything runs as intended, and adjust where needed.
What drives the price.
Building workflows starts from €1,500 excl. VAT. The price depends on:
- the number of workflows and how many branches they have;
- whether lead scoring is part of it;
- whether existing workflows need cleaning up;
- integrations with other systems, for example through a webhook.
Full workflows usually need a Professional licence; Starter only allows simple automation. We check that in your portal up front.
Good to know.
Question not listed? Just ask, one of the four of us will answer.
Ask your questionWhich HubSpot licence do I need for workflows?
What does it cost to have HubSpot workflows built?
Can you clean up our existing workflows?
How do you prevent a workflow from sending the wrong emails?
What is lead scoring and do I need it?
Can workflows talk to other systems?
Do you document what’s been built?
Which process do you want to automate?
Describe briefly what's done by hand now. You get a reply within one working day, with a fixed price or a few questions.