Take your management and customer experience to the next level 🚀

Hubspot automation & the inbound method

HubSpot Automation

The all-in-one B2B & B2C automated 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 e-mail 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 grow with your business, updating and unifying your data as you grow and providing your teams with a shared view of customers.

Integration, automation and connectivity

Connect your business applications to HubSpot

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

Discover and learn how to grow better by integrating HubSpot with over 100 applications and web services you use every day.
Get a demo.



Structure the growth of your business by establishing a precise strategic plan that allows its development and generates a rapid and measured return on investment.

CRM | Sales Hub | Marketing Hub | Service Hub | Operations Hub | Automation | Integrations

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Learn more about our HubSpot partnership


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 an email marketing to a static list so you know who to target with your next email campaign.

Automate the follow-up tasks of your CRM files

From your transaction or ticket pipeline settings, you can automate a series of actions to take when the record reaches a specific transaction stage or ticket status. Create a task for the sales manager to follow up with a rep when a transaction status changes to Closed Earned. 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 develop your leads over time. When a contact is enrolled in a sequence, they will receive a series of individual, personalized, timed emails. You can also automatically create follow-up tasks as part of the sequence. You can enroll contacts into sequences from the sequence tool, CRM records, using the HubSpot sales email extension or an add-on in your email account, or using workflows.

B2B Conversational Sequence Tool

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

Internal workflows

Create a workflow to automate your business processes to increase the efficiency of your team. Define enrollment criteria to automatically enroll information records and act on your contacts, companies, transactions, quotes and tickets. You can also act on the associated information records, for example by updating the company associated with a registered 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 enables the flow of information to and from applications and devices in real time - APIs allow them to talk to each other.


What is automation software?

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

HubSpot's automation capabilities, based on the brand's CRM platform, help teams personalize the customer experience, coordinate a seamless handoff process from one team to another, and maintain data to organize activity around a single information hub.

HubSpot offers a powerful and easy to use French language software. Features include:

Workflow automation engineOmnichannel marketing automationSales automation sequencesCustomer support automation, tickets, surveys and conversation redirectionCustom code actionsWorkflow integrations

Automation features are available with the Marketing Hub, Sales Hub, Service Hub and Operations Hub. While it is possible to take your first steps for free, if you are looking for advanced features to automate your marketing, sales, customer service and operations processes, these are offered with the Starter, Pro and Enterprise versions of the various software.

Clients who combine the Marketing Hub and CMS Hub see a 183% increase in inbound leads compared to clients who only use the Marketing Hub.

Our Process

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

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


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customer experience, efficiency and accessibility

Why Hubspot?

HubSpot's centralized solution is not a collection of disparate applications. The entire platform was developed in-house to provide simple, consistent and customizable software based on a single information hub that allows your teams to build stronger relationships with your customers at every stage of the buying journey.

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

All departments are working in the same direction

The Hubspot environment

As customer journeys become more complex, technology can help or hinder companies from delivering a remarkable experience.

Fragmented technology systems result in silos between teams, making it difficult to align them. A user experience that lacks fluidity, which drives down adoption rates

A rigid technology environment, which makes it unadaptable.
Leverage marketing, sales, customer service, content management and operations software.

What our customers say about us

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

Pierre-Luc Beaulne, President of Hydro-Pro Seeding