Introduction
You don’t need more “automated” emails. You need automation that’s tailored, timely, and truly resonates with your leads. The key? A HubSpot automation partner who gets it.
HubSpot can do a lot, but its real value comes from using it in a way that’s tailored to your business. For B2B tech companies, where buyer journeys are complex and decisions require careful consideration, a well-executed automation strategy can drive meaningful growth. The right HubSpot partner will help you optimize your workflows to engage leads effectively and guide them through every stage of their journey.
Hubspot for B2B tech: main benefits
For B2B tech companies, HubSpot is the automation engine that connects marketing, sales, and customer success. Here’s why it’s one of the most effective platforms to help your business thrive:
- Streamlined lead management: HubSpot helps you track, nurture, and convert leads through every stage of the sales funnel. With automated workflows, you can prioritize leads based on behavior and engagement, ensuring the right leads get the right attention at the right time.
- Improved sales and marketing alignment: HubSpot’s seamless integration between sales and marketing ensures both teams work towards the same goals, improving communication, sharing insights, and ensuring that marketing-qualified leads (MQLs) turn into sales-qualified leads (SQLs) faster.
- Personalized customer journeys: HubSpot enables you to create personalized, automated workflows based on the specific needs of each lead. This tailored approach ensures that every interaction resonates with your audience and drives them closer to making a decision.
- Scalable growth: Scaling doesn’t mean sacrificing quality. With HubSpot’s automation tools, you can grow your lead base while keeping your campaigns personalized and focused, ensuring every step of the customer journey feels seamless.
- Efficiency and time savings: By automating repetitive tasks like follow-up emails, lead nurturing, and data entry, HubSpot frees up your team to focus on high-value activities, such as strategy development and customer relationships.
What is HubSpot automation, and why does it matter?
HubSpot automation simplifies repetitive tasks, allowing teams to engage with leads in a more personalized and efficient way. Whether it’s automating follow-up emails or segmenting leads based on behavior, HubSpot ensures your team focuses on what matters most: meaningful interactions.
For B2B tech companies, automation helps streamline processes while ensuring each lead receives the attention they need at every stage of their journey, ultimately improving engagement and driving better results.
What makes a great HubSpot automation agency?
A HubSpot automation agency should do more than implement workflows. They should know how to make HubSpot work for your business, driving real impact across sales, marketing, and customer success. Here’s what makes a great HubSpot partner:
- Proven HubSpot expertise: A great HubSpot partner is certified and experienced with the full suite of HubSpot tools—from CRM and marketing automation to sales enablement and reporting. They’ll leverage their knowledge to craft solutions that drive efficiency, enhance customer experiences, and deliver measurable growth.
- Tailored strategy development: The best agencies don’t rely on one-size-fits-all solutions. They take the time to understand your business, challenges, and goals, and then create a customized HubSpot automation strategy that aligns with your vision for growth.
- Data-driven insights: A great HubSpot automation agency relies on data to inform every decision. They should be able to provide detailed performance reports, track key metrics, and adjust campaigns based on real-time insights to ensure ongoing success.
- Strong integration capabilities: HubSpot doesn’t exist in a vacuum. A top-tier agency should be able to integrate HubSpot with your existing tech stack, including your CRM, email platforms, and sales tools, ensuring that data flows seamlessly and that all parts of your business work together efficiently.
- Ongoing support and optimization: HubSpot automation requires continuous refinement. Leading agencies offer ongoing support, ensuring your workflows, campaigns, and strategies are consistently optimized to stay ahead of new features and changing market conditions.
Choosing an agency that offers ongoing optimization ensures that your HubSpot automation strategy stays relevant, efficient, and impactful, driving measurable results throughout your business’s growth journey.
Top 10 HubSpot automation agencies
1. 42DM
42DM is a full-service B2B marketing agency and certified HubSpot partner helping tech companies turn HubSpot into a revenue engine.
They support growth at every stage—using HubSpot for CRM setup, marketing automation, analytics, and multi-channel campaigns. With a strong focus on MarTech and performance, 42DM ensures HubSpot is fully integrated into your GTM strategy.
Key services include:
• HubSpot onboarding and ecosystem setup
• CRM architecture and lead segmentation
• Workflow and email automation
• Marketing-sales alignment
• Campaign and lifecycle analytics
• Multi-touch nurturing and content sequences
• ABM and performance-driven HubSpot strategies
Headquarters: Jersey City, New Jersey
Company Size: 51–200 employees
Founded: 2016
Average Hourly Rate: $50 – $99/hr
2. ProperExpression
ProperExpression is a Platinum HubSpot partner helping growth-driven companies unlock the full value of their HubSpot investment.
They specialize in onboarding, audits, automation, and end-to-end RevOps strategy—ensuring faster ROI and tighter sales-marketing alignment through expert setup and smart optimization.
Key services include:
• HubSpot onboarding for Marketing, Sales & Service Hubs
• Platform audits and performance assessments
• Revenue operations and HubSpot optimization
• Lead scoring, segmentation, and workflow automation
• Sales enablement and pipeline acceleration
• Full-funnel reporting and performance tracking
Headquarters: McLean, VA
Company Size: 10 – 49 employees
Founded: 2018
Average Hourly Rate: $150 – $199/hr
3. Set 2 Close
Set 2 Close is an Elite HubSpot partner and RevOps agency that helps B2B companies unlock scalable revenue growth.
They specialize in aligning sales, marketing, and customer success through strategic HubSpot optimization and custom RevOps roadmaps. Their complimentary audits and strategy sessions provide actionable insights to boost CRM adoption and performance.
Key services include:
• RevOps strategy sessions and consulting
• HubSpot audits and CRM optimization
• Full-funnel reporting and automation
• Sales pipeline design and CRM migration
• Marketing, Sales & Service Hub onboarding
• Lead tracking, segmentation, and conversion flows
Headquarters: Kamloops, Canada
Company Size: 10 – 49 employees
Founded: 2021
Average Hourly Rate: $200 – $300/hr
4. Shunyavkash
Shunyavkash is a certified HubSpot development partner focused on delivering clean, conversion-driven CRM and CMS customizations.
They build scalable websites, workflows, and integrations that align with business goals, combining technical depth with design flexibility for full-funnel performance on HubSpot.
Key services include:
• Custom theme and module development
• HubSpot CMS and blog setup
• Website migration to HubSpot
• API and third-party app integrations
• HubDB and multi-language implementation
• Form customization and SEO optimization
Headquarters: Surat, India
Company Size: 10 – 49 employees
Founded: 2023
Average Hourly Rate: $25 – $49/hr
5. Evenbound
Evenbound is a HubSpot Diamond Partner offering technical onboarding, CRM implementation, and custom development to help B2B teams scale smarter.
With over 300 certifications and a hands-on approach, they deliver tailored HubSpot environments that boost adoption, automate operations, and improve reporting across your entire go-to-market strategy.
Key services include:
• HubSpot onboarding and CRM implementation
• Sales pipeline automation and custom workflows
• Custom object creation and coded solutions
• HubSpot migration from Salesforce or other CRMs
• Platform training and 5-star enablement support
• Integration of third-party tools and reporting systems
Headquarters: Grand Haven, MI
Company Size: 10 – 49 employees
Founded: 2012
Average Hourly Rate: $150 – $199/hr
6. New Perspective Marketing
New Perspective is a Platinum HubSpot Solutions Partner that supports B2B companies with CRM implementation, RevOps alignment, and inbound marketing using HubSpot.
With experience across industries like sustainable tech and manufacturing, they help teams use HubSpot more effectively for lead management, automation, and reporting.
Key services include:
• HubSpot onboarding and CRM setup
• CRM migration and portal cleanup
• Sales-marketing alignment and RevOps support
• Workflow automation and lead nurturing
• Inbound content strategy and campaign planning
• Custom reporting and performance dashboards
Headquarters: Worcester, MA
Company Size: 10 – 49 employees
Founded: 2003
Average Hourly Rate: $150 – $199/h
7. Facet Interactive
Facet Interactive is a HubSpot consulting and development agency that focuses on streamlining sales operations through CRM design, automation, and performance monitoring.
They specialize in building scalable, connected HubSpot systems that reduce manual work, improve team coordination, and support long-term growth through measurable KPIs.
Key services include:
• HubSpot CRM architecture and best practices
• Sales automation (workflows, sequences, chatbots)
• KPI tracking and automated performance alerts
• HubSpot integrations and system interconnectivity
• CRM security and data protection setup
• Strategy consulting to optimize sales processes
Headquarters: El Segundo, CA
Company Size: 10 – 49 employees
Founded: 2014
Average Hourly Rate: $150 – $149/hr
8. Computan
Computan is a HubSpot development agency that supports marketing teams and partner agencies with white-label coding and technical builds.
They focus exclusively on HubSpot development—offering support for websites, landing pages, templates, and custom integrations without competing in strategy or marketing services.
Key services include:
• White-label HubSpot development for agencies
• Landing pages, ROI calculators, and full websites
• Email template and blog module coding
• CMS Hub theme development
• API integrations and CRM extensions
• Dedicated dev support for HubSpot teams
Headquarters: Thorold, Canada
Company Size: 50 – 249 employees
Founded: 1987
Average Hourly Rate: $25 – $49/hr
9. SOLTECH
SOLTECH offers custom HubSpot development and implementation services designed to support the full customer journey—from marketing to sales to support.
They help businesses evaluate, implement, and tailor HubSpot to fit specific operational needs, offering ongoing training and post-launch support for long-term success.
Key services include:
• HubSpot platform evaluation and setup
• CRM implementation and customization
• Email campaign design and automation
• Landing page and form development
• Employee onboarding and HubSpot training
• Ongoing technical support and optimization
Headquarters: Atlanta, GA
Company Size: 50 – 249 employees
Founded: 1998
Average Hourly Rate: $150 – $199/hr
10. Boundify
Boundify is a Gold HubSpot Partner that helps B2B brands drive demand and accelerate pipeline growth using paid media and HubSpot automation.
Their approach focuses on aligning paid search, paid social, and conversion optimization with HubSpot tools to capture, convert, and scale demand across the full funnel.
Key services include:
• HubSpot-powered demand generation strategy
• Paid search and paid social campaign setup
• Landing page and ad creative development
• CRM integration and automation workflows
• Revenue attribution and performance analytics
• Funnel optimization and sales acceleration
Headquarters: Greenville, SC
Company Size: 2 – 9 employees
Founded: 2011
Average Hourly Rate: $100 – $149/hr
How to choose a HubSpot automation agency
Your HubSpot automation strategy can only be as good as the partner you choose. Here’s what separates the top-tier HubSpot partners from the rest:
Deep B2B tech expertise
A strong HubSpot partner should have extensive experience working with B2B tech companies. These businesses often have long, intricate buyer journeys, multiple decision-makers, and specific challenges that require a deep understanding of their sales cycles. A knowledgeable agency will know how to optimize workflows to guide leads through each stage, from awareness to consideration to decision-making.
Certified HubSpot solutions partner
HubSpot certification is a must. A platinum or elite HubSpot solutions partner has proven experience in implementing HubSpot’s automation tools successfully across various industries. These agencies have passed rigorous tests and demonstrated their ability to drive results, making them a trusted choice for businesses looking to maximize HubSpot’s potential.
Experience with custom workflows, integrations, and RevOps
HubSpot works best when tailored to your business needs. A great agency will design workflows that align with your unique processes, integrate HubSpot with your CRM and other systems, and streamline your RevOps to bring together your sales, marketing, and customer success teams—ensuring all parts of your business operate seamlessly.
Strong reporting and ROI orientation
Setting up workflows is just the beginning. The real power of HubSpot automation lies in continuously measuring and refining your efforts to drive better results over time. The best agencies should have a data-driven approach, consistently providing detailed reporting that tracks performance metrics like lead conversion, ROI, and campaign effectiveness. A strong focus on measurable outcomes ensures your strategy is always optimized for results.
Services across the lifecycle: MQL > SQL > Expansion
Good HubSpot partners don’t just focus on one stage of the funnel. They should be equipped to handle every stage of the customer lifecycle—from turning Marketing Qualified Leads (MQLs) into Sales Qualified Leads (SQLs) and further into customer expansion. A well-rounded agency will help nurture leads at every touchpoint, ensuring continuous engagement and business growth long after the initial sale.
Common HubSpot automation use cases
HubSpot automation strategically personalizes interactions based on user behavior, maximizing engagement without overwhelming contacts. Here are common use cases to leverage automation for maximum impact.
Lifecycle marketing automation for SaaS and tech firms
Lifecycle marketing automation tailors messages to each stage of the buyer journey. By automatically sending targeted content based on lead behaviors, you can maintain engagement from initial awareness through post-purchase. Automation enables real-time personalization, ensures consistent touchpoints, and helps reduce churn by keeping your solutions top-of-mind.
Lead scoring, qualification, and routing
HubSpot automation streamlines lead scoring, qualification, and routing by tracking lead behavior and assigning scores based on engagement level. Automatic lead qualification further segments prospects based on specific criteria, and intelligent routing directs leads to the appropriate salesperson. This structured approach ultimately drives revenue growth through targeted, personalized sales interactions.
Sales-marketing alignment and SLAs
Automation enhances sales-marketing alignment by establishing clear, automated Service Level Agreements (SLAs). HubSpot workflows define responsibilities and set response expectations, ensuring both teams collaborate effectively. Auto notifications alert teams of SLA milestones or potential breaches, maintaining accountability. Unified data visibility facilitates seamless handoffs from marketing to sales.
Customer onboarding and retention flows
HubSpot’s onboarding automation clearly guides customers from purchase to product adoption. Personalized email sequences guide customers step-by-step, ensuring they fully adopt your product. Proactive automated check-ins identify potential issues early. Long-term retention workflows nurture ongoing relationships by delivering targeted content, product updates, and upsell opportunities.
CRM architecture and segmentation
Automation workflows leverage CRM structures to segment your contacts based on industry, behavior, purchase history, and engagement. This ensures every communication is highly relevant. Custom fields and dynamic lists streamline data management, allowing for better personalization. CRM segmentation drives deeper customer relationships and enhances marketing and sales effectiveness.
Multi-touch nurture journeys
HubSpot automated journeys send personalized messages based on prospects’ interactions and behavior, adapting content to their needs. Multi-touch campaigns integrate email, social, and web interactions. Continuous optimization through performance insights refines your campaigns. Automated nurture journeys help maintain constant momentum, increasing conversion and customer lifetime value.
Conclusion
HubSpot automation helps B2B tech companies cut sales time, improve lead quality, and keep customers engaged. When used right, it connects sales, marketing, and customer success around shared goals. Tracking data in real time shows what works and helps teams adjust fast. Automation also makes it easier to target the right leads with the right message. For companies that want to go further, teaming up with an experienced agency can unlock even more value and help avoid common pitfalls.
Frequently Asked Questions
