Custom sales automations
Lead routing, follow-up and quotes on autopilot.
Custom sales automations remove repetitive work from your sales team: lead assignment, follow-up tasks, sequences, reminders and quotes run in HubSpot automatically. They suit teams with more leads than time, or where follow-up depends on one person's memory.
Piceci/HubSpot
Concrete activities, line by line
Every quote line describes a specific activity. No generic items.
Lead routing
New leads assigned by territory, source or product, with notifications.
Follow-up and tasks
Tasks and reminders created at every stage, so nothing waits.
Sequences
Personal email sequences that stop when the contact replies.
Quotes and approvals
Products, quote templates and approval steps inside HubSpot.
Timeline, tools and what we need from you
Indicative timelines, confirmed in the quote after the audit.
Indicative timeline
1 to 3 weeks per automation set
- Free audit before any quote
- Written delivery date for each step
- Price locked once approved
Tools
Platforms we work with.
- HubSpot Workflows
- Sequences
- Quotes
- Apollo.io
What we need from you
To start without delays.
- A working HubSpot portal
- Your current routing and follow-up rules, even informal ones
- One internal contact for approvals
Step by step, no lock-in
- 01
Free consultation
30 minutes on goals, team and current tools.
- 02
Free audit
Review of the current setup and a priority report.
- 03
First step
Line-by-line quote. Price locked once approved.
- 04
Next steps
Only when the previous step has proven its value.
Trusted by teams in Europe, the Middle East and North America
Measured. Reviewed. Trusted.
Total flexibility. Step by step. Never inflated.
We don't sell fixed bundles: every service is priced on its real scope, with a line-by-line quote and no generic items. You start small, see the quality of the work, then decide the next step.
- Step 1
Free consultation and audit
A 30-minute call and a review of your portal, data, pipelines, automations and email deliverability, with a priority report.
- Step 2
One focused first step
A pipeline setup, a portal cleanup, a single integration, email deliverability or team training.
- Step 3
Automations and integrations, only if needed
We extend the work only when the previous step has proven its value.
No mandatory annual retainer
Each step is approved and paid on its own. You can stop after any step.
Price locked for the approved step
If our estimate was wrong, the extra time is on us.
We tell you what you don't need
If a higher HubSpot tier or an integration isn't necessary, the audit says so.
Your portal, your data
Always. Documentation is handed over at the end of every step.
- 01Pipeline setup and deal stages
- 02Contact and company import
- 03Lead routing rules
- 04Management dashboard
- 05Team training, 2h
Every line describes the activity. Amounts depend on scope.
Calls available 9am to 6pm GST, Monday to Friday
Book a free consultationQuestions about Custom sales automations
Which HubSpot tier do automations need?+
Workflows and sequences require Sales Hub Professional or higher. Simple automations are possible on Starter.
Will automations replace our salespeople?+
No. They remove admin work so salespeople spend more time with clients.
Where do we start?+
Usually with lead routing or automatic follow-up tasks: quick to set up and visible in the first weeks.
How much does it cost?+
There is no fixed package. After a free audit you receive an itemised quote for the first step only, and the price of an approved step does not change.
Start with a free consultation
30 minutes with Alessio Piceci to understand what you really need, with no obligation to continue.