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HubSpot automation & the inbound method

HubSpot Automation

The automated all-in-one B2B & B2C platform

Improve your team's efficiency by automating business processes in HubSpot. Depending on your account subscriptions, you can use different automation tools, such as:

- Forms or email marketing tool
- Pipeline and phases
- Tickets and transactions
- Sequences and Workflows

Using automation eliminates many tedious and manual processes. You can use simple automation in existing tools to manage your tracking. For more complex processes, you can use workflows or sequences.

An automation platform should scale with your business, updating and unifying your data as it grows and giving your teams a shared view of customers.

Integration, automation and connectivity

Connect your business apps to HubSpot

HubSpot automation helps you effectively extend your marketing and sales reach, build customer loyalty through timely feedback surveys, and accelerate ticket resolution.

Explore and learn how to grow better by integrating HubSpot with the 100+ apps and web services you use every day.
Get a demo.



Structure the growth of your business by establishing a precise strategic plan, allowing you to accelerate its development and generate a rapid and measured return on investment.

CRM | Sales Hub | MarketingHub | ServiceHub | Operations Hub | Automation | Integrations

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Automate your marketing asset tracking tasks

Add automation directly from forms or the email marketing tool. You can automate follow-up processes to continue nurturing contacts after they interact with your content. Create a ticket after a contact submits a form so you can track their interaction with your business, or add contacts who clicked on a specific link in a marketing email to a static list so you know who to target with your next email campaign.

Automate the tasks of monitoring your CRM files

From your deal or ticket pipeline settings, you can automate a series of actions to take when the record reaches a specific deal stage or ticket status. Create a task for the sales manager to follow up with a rep when a deal status changes to Closed Won. Or send an internal notification to your support team when a new ticket is created, ensuring that no customer request goes unanswered. You can also update the ticket status when an email is sent or received from a customer, reducing the time your reps spend on administrative tasks.

B2B Conversational Sequence Tool

Set up sequences to grow your leads over time. When a contact is enrolled in a sequence, they will receive a series of personalized, timed one-to-one emails. You can also automatically create follow-up tasks as part of the sequence. You can enroll contacts into sequences from the sequences tool, CRM records, using the HubSpot sales email extension or add-in in your email account, or workflow help.

B2B Conversational Sequence Tool

Use workflows to automate your marketing, sales, and service processes in HubSpot. Workflows automatically register registrations based on criteria defined in registration triggers. The workflow will then perform a series of actions on the registered record or related records.

Internal workflows

Create a workflow to automate your business processes to increase your team's efficiency. Set enrollment criteria to automatically enroll records and act on your contacts, companies, deals, quotes, and tickets. You can also take action on related records, such as updating the company associated with a registrant contact.

External integrations and APIs

You'll find more than 1,090 custom integrations in HubSpot's App Marketplace — making it easy to connect HubSpot to your favorite tools in just a few clicks.

By creating integrations on APIs, you can connect your integrations to your software and use them in tandem with each other. Integration allows the flow of information to and from apps and devices in real time – APIs allow them to talk to each other.


What is automation software?

Automation software helps you increase the impact of your team by relieving them of routine manual tasks and allowing them to focus their attention on customers and strategic decision-making. Marketing, sales, customer service, and operations teams use automation to personalize their communications, qualify leads, manage quotes, and assign leads and support tickets to the right internal contacts.

HubSpot's automation features, built on the brand's CRM platform, help teams personalize the customer experience, coordinate a smooth handover process across teams, and maintain data , in order to organize the activity around a single center of information.

HubSpot offers software in French, powerful and easy to use. Features include:

Workflow Automation Engine Omnichannel Marketing Automation Sales Automation Sequences Customer Support, Ticket, Survey and Conversation Redirection Automation Custom Code Actions Workflow Integrations

Automation features are available with Marketing Hub, Sales Hub, Service Hub, and Operations Hub. While it's possible to get started for free, if you're looking for advanced features to automate your marketing, sales, customer service, and operations processes, these come with the Starter, Pro, and Enterprise versions. different software.

Customers who combine Marketing Hub and CMS Hub see 183% more inbound lead growth than customers who use Marketing Hub alone.

Our Process

appel-exploratoire-bofu-Bofu Agence Marketing


Our process always begins with a phone call or a virtual or face-to-face meeting. We want to take the time to get to know you and learn more about your business, its needs and its goals.

This will allow us to identify the value we can bring to it.


customer experience, efficiency and accessibility

Why Hubspot?

HubSpot's centralized solution is not the result of a collection of disparate applications. The entire platform has been developed internally, in order to offer simple, coherent and customizable software, based on a single information center that allows your teams to forge stronger links with your customers at each stage of the journey. of purchase.

When the customer is at the heart of every business decision, aligning all of its teams becomes much easier.

All departments work in the same direction

The Hubspot environment

As customer journeys grow in complexity, technology can help businesses deliver a remarkable experience, or hinder them.

Fragmented technology systems result in: the creation of silos between teams, making it difficult to align them. A user experience that lacks fluidity, which lowers the adoption rate

A rigid technological environment, which makes it not very adaptable.
Leverage software for marketing, sales, customer service, content management, and operations.

What our customers say about us

I've had my best season in company history year after year for 3 years now! I sold my snow removal business and thanks to Bofu's marketing know-how, I can focus on my specialty: hydroseeding. Thanks guys!

Pierre-Luc Beaulne, President at Hydro-Pro Seeding