HubSpot and MangoOffice automations

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