Build with HubSpot: Assign Leads with Workflows

Aug 20, 1:00 – 1:45 PM (UTC)

Customer Success

9:00 AM Eastern Time (US) / 2:00 PM London Time (UK) Time zone friendly for both Europe and America. Ready to stop leads from slipping through the cracks? šŸ”„ Join our live workshop to build automation in HubSpot that sorts new leads, assigns them to the right sales rep, and makes sure follow-up happens—no manual work required. (For Sale Hub and Marketing Hub Professional Customers)

Build Marketing Sales HandoffCS-LedEnglishHubSpot-Led

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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:

  • šŸ“šLearn the fundamentals of automation in HubSpot
  • āš™ļø Build your own workflow that sorts and assigns new contacts based on their info (like location or interest)
  • šŸ”§ 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

  • Ashley Massicott

    HubSpot

    Customer Success Manager

When

When

Wednesday, August 20, 2025
1:00 PM – 1:45 PM (UTC)

Agenda

Intro
How Automation Improves Lead Handoff
Hands On Workshop - Build a Marketing to Sales Pass Workflow
Q&A + Resources

Organizers

  • Ashley Massicott

    HubSpot

    Customer Success Manager, HubSpot

  • Diana Acevedo

    HubSpot

    Customer Success Manager

  • Guillaume Landel

    HubSpot

    Customer Success Manager

  • SalomĆ© Darme

    HubSpot

    Customer Success Manager

  • Vanessa MuƱoz

    HubSpot

    Customer Success Manager