BotHelp and HubSpot automations

Ready-made scenarios where BotHelp and HubSpot work for you: pick one — a copy appears in your account and runs on its own.

66 scenarios

Unassigned support tickets — as a list in botHelp
Website check for new hubspot companies
Email validation for new CRM contacts
A booked meeting — a CRM task and a reminder
Validating new contacts for dead addresses
A daily birthday reminder to your messenger
A messenger ping for every big new lead
A paid invoice moves the deal in your CRM
New deals routed automatically — to the team, table, and slides
A weekly leads-and-deals report — to your messenger
Priority for big-budget leads — straight to the CRM and a team signal
Sort outreach replies with actions in hubspot
Early churn-risk detection from HubSpot tickets
Lead scoring and routing: hot leads straight to sales
Which channel brings deals — a per-source breakdown in botHelp
Inbound leads scored, with alerts and draft replies for the hot ones
The follow-up after a meeting — written for you
Pitch an upgrade at the exact moment a customer outgrows their plan
Auto-handle lead replies from email — CRM task and sales alert
New-lead handling: CRM entry, team alert and reminder
Form leads into the CRM: no duplicates, with a score and an alert
Call summaries — sent to your team and CRM automatically
Cold deals close themselves — and bring back feedback
CRM contact lookup right inside your team chat
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Sales cycle analysis and recommendations — automatic
Scoring and routing leads from form submissions
Hiring spikes at your accounts — straight to team chat
Email replies with the client's history in mind — with your approval
Early warnings on at-risk deals, delivered to the rep's chat
Smart lead routing to reps — instant, with no manual assignment
A hiring signal — into a ready sales lead automatically
Contract renewal reminders: an email to the client, a task for the rep
A support ticket digest — every morning
Client renewal reminders — ahead of time
Capture and route leads from every channel
Morning briefs for your meetings — who and where from
Ticket triage and escalation with response-time control
Collect client reviews and summarize them to chat automatically
Re-engage stalled leads with a ready-made email
Enrich leads and get alerts on strong ones
A client deck built from a call recording — automatically
Automatic follow-ups on stalled deals
Score event RSVPs and route them to sales
A sales leaderboard with a personal word to the team — automatically
Website leads — enrichment, scoring and routing to CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
Enrich and score inbound leads, straight into your CRM
A summary of support tickets — topics and customer mood
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Catch churning customers early: record updated, task created, team alerted
Automatic follow-ups for prospects who went quiet
Invoices from email into accounting, with approval
Support metrics from two systems — in one weekly report
Tell customers their bug is fixed — the moment the issue closes
Morning reminders of birthdays and name days
SLA monitoring that warns before a ticket breaches
Payment issue handling: a reply to the customer, an escalation to the team
Incoming lead sorting and routing — automatically
An end-of-day report — written by AI and sent for you
Lead verification, enrichment and sorting — automatically
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer