How Do I Ensure Reps Follow Up Within the Golden Hour Using HubSpot Sales Hub Automation?
Turn every qualified inquiry into a conversation. Route instantly, alert the right rep, create due-now tasks, and escalate—so follow-up happens in minutes and always within 60.
Build a lead-response SLA engine. Trigger on qualified submissions, route to the right owner (round-robin/territory/account), create a due-now call task, fire email/Slack/mobile alerts, and auto-send a booking email from the owner. Add a 60-minute delay-and-check: if no sales activity is logged, escalate—reassign, notify a manager, and enroll a recovery step. Track time-to-first-touch and speed-to-lead on dashboards.
Golden Hour System Checklist (HubSpot)
Step-by-Step: Automate Golden Hour Follow-Up
1) Standardize intake. Ensure forms/chat/ads capture source & qualifiers; associate forms/pages to campaigns; add hidden UTM fields.
2) Route immediately. In a contact-based workflow, branch by territory or account owner; use Rotate record to owner for round-robin; add working-hours vs. on-call branches.
3) Create the work. Create task → Type: Call; Due: “Now + 5–10 min”; High priority; Queue: “New Inbound”; auto-associate company/deal.
4) Alert everywhere. Send internal email; trigger Slack/Teams; enable mobile push for assigned tasks and mentions.
5) Enforce the SLA. 60-minute delay + activity check. If no call/email/meeting logged, reassign to next rep, @notify manager, and add a recovery sequence or task bundle (tier-dependent).
5-Step System Recipe (Pin This)
- Trigger: Qualified conversion (form/chat/ad) → workflow starts.
- Route: Round-robin/territory/account owner with business/after-hours branches.
- Task: Create “Call now” task due in 5–10 minutes + reminders.
- Alert: Email + Slack/Teams + mobile push to owner and backup channel.
- Escalate: At 60 minutes without activity → reassign & manager alert; enroll recovery step.
Reporting recipe: Custom report → Time between “Contact create (or latest conversion)” and “First sales activity (call/email/meeting)”; segment by source and rep; add Missed-SLA and First-Meeting Rate cards.
Make it coachable. Saved views: “New Leads—No Activity,” “Missed SLA (60m),” and “First Meeting Not Booked.” Managers review daily and comment via notes/mentions.
Buyer-friendly first touch. Auto-send a plain-text email from the owner with a personal line and a meeting link; if chat is open, transfer the thread to the owner.
Quality guardrails. Add bot protection, qualifying fields, duplicate checks, and clear rejection codes to keep reps focused on winnable conversations.
Need a turnkey setup? Explore our HubSpot optimization or have our team run your HubSpot end-to-end.
Frequently Asked Questions
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