HubSpot Automation & Workflow Implementation for a Canadian Services Company

Company Overview

A Canadian professional services company managing a growing client base with multiple sales representatives handling deal pipelines, marketing campaigns, and customer engagement workflows.

The Challenge

The company needed to automate repetitive operational tasks within HubSpot to free up their sales and operations teams. Hard-bounced contacts were cluttering the marketing database. There was no automated re-engagement process for contacts that hadn't been contacted in a while. Workflow automations designed on a Miro board during the planning phase needed to be translated into functional HubSpot workflows. The finance team needed integration with QuickBooks Online for billing visibility. Marketing email workflows needed to be configured to automatically follow up based on engagement signals like email opens.

Scope of Work

• Built automation to mark hard-bounced contacts as non-marketing contacts
• Created workflows to flag contacts not engaged for 2+ months for re-engagement
• Translated Miro board workflow designs into live HubSpot automations
• Configured engagement follow-up workflows triggered by email opens
• Set up QBO access and explored HubSpot email integration options
• Carry out workflow cleanup for clarity
• Fixed workflow notification routing (ensuring alerts go to the correct inbox rather than personal email)
• Managed deal approval monitoring and workflow troubleshooting

Tech Stack & Integrations

Key Deliverables

• Hard bounce → non-marketing contact automation
• Dormant contact re-engagement workflow (2+ months no contact)
• Email engagement follow-up automation (triggered on email open)
• Workflow notification routing fixes
• Miro-to-HubSpot workflow translation
• QBO integration setup
• Workflow organization and naming standardization