Marketing
Automation
If-this-then-that workflows — HubSpot workflows / Salesforce Flow, shown as readable rules.
MQL → AE round-robin
onWhen Lead score ≥ 70
Then Assign owner + enroll Inbound sequence
214 runs
Deal idle 5 days
onWhen No activity on open deal
Then Create task for owner · Slack #revenue
38 runs
Closed won → CS
onWhen Deal stage = Closed won
Then Create onboarding project + notify CSM
11 runs