A CRM that updates itself, routes every lead, and tells you what is working.
A CRM only helps if the data in it is complete and current. We automate the parts people skip: getting every lead in, assigning it, following up, moving deals forward, and reporting on the result.
What is CRM automation?
CRM automation uses workflows to capture leads, update records, assign owners, send follow-ups, and move deals between stages without manual data entry. Trailheadbiz sets this up in HubSpot and other CRMs, at a flat rate for one focused workflow.
What we automate in your CRM
- Lead captureEvery form, ad, quiz, and booking creates or updates a contact, with the source recorded.
- Routing and ownershipNew leads are assigned by rule, and the owner is notified right away.
- Follow-upTimed emails and tasks so no lead sits untouched.
- Deal trackingDeals are created and moved through stages when the triggering event happens, such as a booked call or a signed proposal.
- Data hygieneDuplicates are merged and key fields are filled in automatically.
- ReportingDashboards and scheduled summaries built on data you can trust.
HubSpot automation, including on the free and Starter plans
HubSpot's own workflow tools sit on its higher-priced plans. If you are on a free or Starter plan, we can deliver the same outcomes by running the automation outside HubSpot and connecting it to your account, so you get automation without upgrading before you are ready.
If you already have HubSpot workflows, we build inside them and extend them where they fall short.
We use this ourselves
The free Automation Audit Scorecard on this site is a working example. Each submission is saved to our CRM with the score, the answers, and the recommended next steps attached to the contact, with no manual entry. We build the same kind of system for clients.
A fixed quote on a free call, before you commit.
48-Hour Pipeline
Flat rate
One focused automation, scoped, built, tested, and deployed. 48-hour delivery is available after scope approval and access.
Automation Buildout
Fixed scope
Up to 5 workflows with an audit, implementation, documentation, and team training.
Automation Retainer
Monthly
Ongoing builds, monitoring, and optimization with priority response.
Full details are on the packages section. Software subscriptions are billed separately by their providers.
Common questions
Can you automate HubSpot without a Professional plan?
Yes. HubSpot connects to outside automation platforms on every plan, so they can create contacts, update deals, and trigger follow-ups without HubSpot's own workflow tools. This covers most of what small teams need without paying for higher tiers.
Which CRMs do you work with?
HubSpot is the one we work in most. We also work with Zoho, Salesforce, and other CRMs that provide standard integrations.
How much does CRM automation cost?
One focused CRM workflow is a flat rate. Buildouts of up to 5 workflows and ongoing monthly support are also available. Every project gets a fixed quote on a free discovery call, so you know the exact price before any work begins.
How do we know where to start?
Start with the step that costs you leads or the most hours. Our free 2-minute Automation Audit Scorecard scores your current setup and names the three automations to build first.
Not sure where to start?
Take the free 2-minute scorecard to see your automation score and the 3 builds to start with, or book a call and we will map it out together.