Automate Hubspot with Ottermation by Speak Toomey
HubSpot already captures every lead—Ottermation makes sure those leads never slip. From instant territory-based routing to AI-driven enrichment and automated Closed-Won hand-offs, we turn your CRM into a self-updating forecast engine that sales, success, and finance can all trust.
Table of Contents
Pain Points
How We Help
Real Impact
Tech Stack
Pain Points
Where deals get stuck:
Unassigned leads wait in the queue.
Reps fix fields by hand before running reports.
Finance chases Closed-Won invoices for days.
How We Can Help
We move data to the next step automatically:
Instant Routing. New lead → right owner + Slack/email/text notification in under 15 sec.
Closed-Won Magic. Triggers an onboarding project and first QuickBooks invoice.
AI Enrichment. Fills missing industry and employee count so dashboards stay clean.
Tech Stack
CRM: HubSpot
Automation: Zapier · Ottermation
Messaging: Slack
Finance: QuickBooks
Projects: Asana
AI Helpers: OpenAI for categorizing data and summariesata fill-in
Explore More Integrations
From Airtable to Twilio, we build deep, seamless automations across more than 6000+ platforms, including tools you already use.
Explore how each integration connects to your workflows by clicking on the icons below.
Choose Your Workflow
From Airtable to Twilio, we build deep, seamless automations across more than 6000+ platforms, including tools you already use.
Explore how each integration connects to your workflows by clicking on the icons below.
AI Powered Workflows
Onboarding
Lead Management
Revenue Ops
Interactive Voice Response System
Website & Chatbot
Custom Dashboards
Ready to automate your workflows?
Book a free 15-minute automation audit
Questions? Check our Apps We Automate hub or email support@speaktoomey.com.
