Build pipeline automation

Pipeline automation removes manual work from your sales process. Auto-assign deals, trigger follow-up tasks, update deal stages based on activity and alert reps when prospects go hot.

Build pipeline automation

Introduction

Conclusion

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5

Connect CRM to other tools

Connect your CRM to HubSpot Marketing, Gmail, Google Calendar, Slack and support tools. Sync contacts, log emails automatically and ensure everyone sees the same customer data.

Playbook

CRM setup

Define pipeline stages that match your sales process. Set up deal properties and custom fields that give visibility. Build automation that removes manual work. Connect to marketing and support tools.

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CRM setup
Tools

Relevant tools

HubSpot
Tool

HubSpot

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

Zapier
Tool

Zapier

No code automation that connects apps and moves data, great for quick wins and alerts that save time.

Make
Tool

Make

Visual automation platform that connects tools and moves data with control and scheduling.

Growth wiki

Growth concepts explained in simple language

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