Build with HubSpot: Assign Leads with Workflows

Jan 13, 1:00 – 1:45 PM (UTC)

Customer Success

79% of leads never turn into customers—often because no one follows up. And 61% of marketers send leads to sales before ...

Build Marketing Sales HandoffCS-LedEnglishHubSpot-Led

About this event

79% of leads never turn into customers—often because no one follows up. And 61% of marketers send leads to sales before they're actually ready. 😬 Let’s fix that.

In this interactive workshop, you’ll build an automatic lead-handoff process that works for you behind the scenes! From the moment a new lead enters your system, your workflow will kick in—qualifying them, sending them to the right sales team, and making sure follow-up happens.

Led by a HubSpot Customer Success Manager, you’ll:

  • 📚Learn the fundamentals of automation in HubSpot
  • ⚙️ Build your own workflow that sorts and assigns new contacts based on their info (like location or interest)
  • 🔧 Automatically create follow-up tasks so your team stays on top of outreach

This is a hands-on workshop where you'll walk away with a draft workflow! Register today!

Host

  • Salomé Darme

    HubSpot

    Customer Success Manager

When

When

Tuesday, January 13, 2026
1:00 PM – 1:45 PM (UTC)

Agenda

1:00 PMIntro
1:05 PMHow Automation Improves Lead Handoff
1:15 PMHands On Workshop - Build a Marketing to Sales Pass Workflow
1:40 PMQ&A + Resources

Organizers

  • Ashley Massicott

    HubSpot

    Customer Success Manager, HubSpot

  • Diana Acevedo

    HubSpot

    Customer Success Manager

  • Guillaume Landel

    HubSpot

    Customer Success Manager

  • Salomé Darme

    HubSpot

    Customer Success Manager

  • Vanessa Muñoz

    HubSpot

    Customer Success Manager

  • Annabella Tock

    HubSpot

    Customer Success Manager

  • Shivani Thapa

    HubSpot

    Customer Success Manager

  • Juan Quiroz

    HubSpot

    Senior Customer Success Manager

  • Shona Hughes

    Hubspot

    Customer Success Manager

  • Carlos Pedraza

    HubSpot

    Customer Success Manager

  • Clare Wetmore

    HubSpot

    Customer Success Manager

  • Renéa Prell

    HubSpot

    Senior Customer Success Manager

  • Kerby Billy

    HubSpot

    Customer Success Manager

  • Jennifer Pinto

    HubSpot

    Customer Success Manager

  • Hannah Schoeneman

    HubSpot

    Customer Success Manager

  • Julia Tschechne

    HubSpot

    Customer Success Manager

  • Joe Roche

    HubSpot

    Customer Success Manager