Extend your HubSpot setup with advanced automation and intelligent workflows.
An add-on to your Unlimited HubSpot Development service that expands what your portal can do through smart automation, AI-powered features, and scalable workflow design.
Starting from $2,000/month
Trusted by
When standard automation isn't enough
Basic workflows handle simple tasks. More complex operations need more structure. Teams repeat manual steps, lead handling depends on people, and data needs enrichment or classification. Routing and prioritization require logic and personalization is hard to scale.
Teams repeat manual steps
Sales reps manually check if leads meet criteria before routing. Marketing manually segments lists. CS manually triggers follow-ups based on behavior.
Lead handling depends on people
Routing relies on someone remembering the rules. Prioritization happens in someone's head. Qualification is subjective and inconsistent.
Data needs enrichment or classification
Company size, industry, or intent signals need to be researched and added manually. Lead quality scoring is guesswork, not systematic.
Routing and prioritization require logic
Different products need different sales teams. Enterprise vs SMB requires different processes. Geography, industry, and deal size all affect routing - too complex for basic workflows.
Personalization is hard to scale
You know email should be personalized by industry, role, and stage but can't maintain dozens of variations manually.
Existing workflows break or overlap
You've built workflows over time without coordination. Now they conflict, duplicate work, or miss edge cases.
What the Dev+AI add-on does
This add-on expands how HubSpot supports your teams by introducing more advanced automation and AI-supported capabilities where they make sense.
We focus on: Smarter workflow logic, intelligent routing and prioritization, scalable personalization, and automation that reduces manual effort.
The goal is simple: Use HubSpot to handle more of the operational load.
Available as ongoing monthly add-on.
What's included in the Dev+AI add-on
Advanced workflow automation
- Multi-step logic and complex branching
- Cross-object automation (contacts, companies, deals, tickets)
- Conditional logic based on multiple criteria
- Scalable routing and assignment rules
- Error handling and fallback logic
AI-supported features
- AI-powered lead scoring configuration
- Data classification and enrichment automation
- Content and email assistance features in HubSpot
- Predictive field population
- Sentiment analysis for support tickets
- AI-generated email personalization
Intelligent routing and assignment
- Territory-based routing logic
- Round-robin with capacity awareness
- Priority-based assignment rules
- Skill-based routing for complex scenarios
- Time-zone and language-based routing
Process automation
- Automated handoffs between teams
- Task creation with dynamic prioritization
- Lifecycle-driven automated actions
- Trigger-based notifications and alerts
- Multi-stage approval workflows
Data enrichment and classification
- Company size and industry classification
- Lead source and campaign attribution
- Engagement scoring automation
- Product interest tracking
- Buying stage identification
Scalable personalization
- Dynamic content based on properties
- Industry-specific email variations
- Role-based messaging automation
- Stage-appropriate content delivery
- Personalized follow-up sequences
Workflow optimization
- Review and audit of existing workflows
- Identification of redundant or conflicting automation
- Gap analysis for missing automation opportunities
- Performance optimization for slow workflows
- Documentation of automation logic
Custom integrations and extensions
- API-based automation for external tools
- Custom coded actions where needed
- Webhook automation for real-time triggers
- Third-party data enrichment integration
We collaborate with companies all around the world
How it works
This is an ongoing add-on to Unlimited HubSpot Development:
-
Request submission
Submit automation requests through your existing Unlimited HubSpot Development channel with Dev+AI priority.
-
Prioritization
We prioritize based on business impact, urgency, and technical dependencies.
-
Implementation
Build, test, and deploy advanced automation with proper documentation and monitoring.
-
Optimization
Continuously monitor, refine, and improve automation based on performance and changing needs.
-
No project timelines
Ongoing monthly service
What manual processes cost you
Repetitive manual work
When teams spend 20-30% of their time on tasks that should be automated, that's wasted capacity that could focus on revenue-generating activities.
Routing delays
Manual lead routing adds 24-48 hours to response time. In fast-moving markets, that delay means 30-40% of hot leads cool off or go to competitors.
Inconsistent execution
Manual processes depend on people remembering rules. Execution consistency drops to 60-70% vs 99%+ with proper automation.
Scaling limitations
Without automation, doubling lead volume means doubling headcount. Automation scales infinitely without proportional cost increases.
Missed opportunities
When 15-25% of leads never get routed properly due to manual errors, you're losing qualified pipeline from leads you already paid to generate.
Data quality degradation
Manual data entry and enrichment means 20-30% of records have incomplete or incorrect information, undermining reporting and segmentation.
Pricing
Monthly add-on to Unlimited HubSpot Development. Final pricing depends on:
- Complexity of automation requirements
- Volume of workflows and logic needed
- AI feature usage and sophistication
- Integration complexity
- Team size and portal complexity
Available only as add-on to Unlimited HubSpot Development base service
Advanced workflows, basic AI features, intelligent routing, process automation.
Comprehensive automation, full AI capabilities, complex routing, extensive integrations.
Enterprise automation, sophisticated AI, custom integrations, high-volume automation needs.
Reduced manual work, faster response times, consistent execution, and scalable operations typically deliver 5-10x ROI through efficiency gains.
Frequently Asked Questions
Yes. This is an add-on that requires the base Unlimited HubSpot Development service. We can't provide it standalone.
We leverage HubSpot's native AI capabilities (scoring, content assistance, predictions) plus custom AI implementations where needed for classification and enrichment.
Yes. We can build automation that connects HubSpot with your other tools through APIs, webhooks, and integrations.
Very complex. We've built workflows with 50+ branching paths, cross-object dependencies, and sophisticated business logic.
For many automation needs, yes. Complex custom development may still require dedicated dev work, but advanced automation handles most operational needs.
Based on business impact, urgency, technical dependencies, and alignment with your broader HubSpot strategy.
Yes. We audit existing automation, identify issues or inefficiencies, and rebuild or optimize as needed.
That's included. We monitor, maintain, and update automation as your business processes evolve.
Operations Hub provides tools. This service provides expertise to design, build, and maintain sophisticated automation using those tools (and others).
Why WX for advanced automation
HubSpot automation specialists
We've built thousands of workflows for clients. We know what works, what breaks, and how to build automation that scales
AI implementation expertise
We understand how to leverage AI capabilities in HubSpot effectively, not just enable features.
RevOps perspective
We design automation around your full revenue process, ensuring marketing, sales, and CS automation works together.
Continuous optimization
We don't build and forget. Automation evolves with your business through continuous refinement.
Documentation and knowledge transfer
Every automation is documented so your team understands how it works and when to modify it.
This is a good fit if
You already use HubSpot extensively (ideal for Unlimited customers)
Manual processes slow teams down daily
Routing and prioritization are complex and critical
You want to leverage HubSpot's advanced automation capabilities
You value structured, well-designed automation
You're ready to invest in operational efficiency
Make HubSpot do more of the work
If your team repeats the same actions daily, automation can take that load.
Extend your setup with smarter workflows, intelligent routing, and AI-powered capabilities.
Ongoing monthly add-on. Advanced automation. Reduced manual work.
Your automation team
CEO
COO
Lead of RevOps &
Commercial Growth