7 HubSpot Sales Automations Every Startup Should Be Using

HubSpot is one of the most powerful sales platforms out there — but most startups only scratch the surface. At Climb Startup, we help fast-growing teams build automations that drive more revenue with less effort.

Here are 7 high-impact automations we implement in most HubSpot projects:

1. Lead Scoring: Automatically rank leads based on engagement, company size, and ICP fit

2. Meeting Reminders: Never let a prospect no-show again — auto-reminders before every meeting

3. Lifecycle Workflows: Move deals between stages and trigger next steps based on behavior

4. Slack Alerts for Hot Leads: Get real-time Slack notifications when high-scoring leads engage

5. Auto-Assigning Leads: Automatically assign leads to reps by territory, size, or product line

6. Pipeline Risk Flags: Spot stalled deals automatically with workflow-based alerts

7. AI-Generated Follow-Ups: Draft emails using AI tools like Lavender or Regie.ai right inside HubSpot

   
   

Want us to audit your HubSpot and tell you what automations you're missing? Reach out for a free checkup.