Services
Automation that enforces your process.
Lead scoring, routing, handoffs and data validation that run without anyone babysitting them.
Automation + Workflows
Automation built around how your team works
Most workflow problems come from automation built for one failure. A team notices leads stalling because the owner left the company, builds a fix for exactly that, and then leads stall again because they're assigned to a placeholder or a queue nobody watches. The fix held, it was just too narrow.
We design automation around the state you want, then catch everything that falls outside it. A rule like “the owner is an active rep on the sales team” handles deactivated users, placeholders, unassigned records and the case nobody has run into yet.
Signs you need this
Where broken automation shows up
Leads waiting on a person
Alerts nobody trusts
Workflows nobody can explain
Adding another workflow won't fix any of these.
How we approach it
Evaluate, build, then clean up
We define the process first, then build the workflow that enforces it.
Evaluate
What happens today vs. what should?
Build
What enforces it?
Clean up
What's left over?
Why it matters for AI
Agents run inside your workflows.
HubSpot agents are triggered and routed by the same workflows as everything else in your portal. If those workflows are fragile, the agent will be too.
What's included
What we build and leave in place
Lead scoring
Fit and engagement scoring with MQL and SQL thresholds your teams agree on.
Routing with a fallback
Territory, round robin or account-based assignment, plus a catch-all so nothing sits unassigned.
Validation and alerts
Data validation, exception handling and notifications that reach the right person.
How we think about this
HubSpot automation
Can a new lead reach the right salesperson, with a priority attached, without anyone reviewing it by hand? How we build automation that keeps working as you grow.
How to Work With Us
Two ways to engage. Same capabilities. Same team.
Both models give you access to the full range of services above. The difference is how we scope, schedule, and price the work.
Managed Services
Your ongoing operations partner. A dedicated team, proactive audits, and regular strategy calls. Scope evolves with the business.
Best for: Teams that need the role, not just the project.
See plansPre-Paid Hours
On-demand access to the Fission team. Purchase a block of hours, submit work as needed, and get results with transparent pricing.
Best for: Teams with project-based needs or defined scope.
See pricingFAQ
Common questions about HubSpot automation
More than most teams think. Less than HubSpot's sales materials suggest. Starter, Professional and Enterprise have real limits on workflows, custom objects and triggers. We'll tell you what's possible on your current tier before recommending an upgrade.
By the rule that matches how your team sells: territory, account ownership, round robin or a mix. The important part is a fallback that catches every lead the main rule misses, so nothing sits unassigned.
Yes. We inventory what exists, find what still fires and what conflicts, then consolidate or retire the rest. Workflows that work stay. We document the ones we keep so your team knows what each one does.