HubSpot workflow automation, lead routing, and lifecycle automation. Use for building and governing workflows, lead routing (round-robin and territory), lifecycle stage progression and fixes, new-contact hygiene automation, internal notifications, re-engagement and workflow re-enrollment, data-formatting automation, and programmable custom-code/webhook actions. Triggers on "hubspot workflow", "lead routing", "round robin", "territory routing", "lifecycle automation", "fix lifecycle stage", "w...
Scanned 9/5/2026
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---
name: hubspot-automation
description: HubSpot workflow automation, lead routing, and lifecycle automation. Use for building and governing workflows, lead routing (round-robin and territory), lifecycle stage progression and fixes, new-contact hygiene automation, internal notifications, re-engagement and workflow re-enrollment, data-formatting automation, and programmable custom-code/webhook actions. Triggers on "hubspot workflow", "lead routing", "round robin", "territory routing", "lifecycle automation", "fix lifecycle stage", "workflow governance", "internal notification", "re-enrollment", "re-engagement", "format automation", "custom code action", "webhook action". Do NOT use for suppression workflows (use hubspot-data-hygiene) or deal-stage automation setup (use hubspot-pipelines-deals).
---
# HubSpot Automation & Routing
Build reliable, well-governed automation. Read the relevant playbook in full before acting.
| Need | Playbook |
|---|---|
| Lifecycle stage progression | `{SKILL_BASE}/playbooks/lifecycle-progression-workflow/playbook.md` |
| New-contact hygiene on create | `{SKILL_BASE}/playbooks/new-contact-hygiene-workflow/playbook.md` |
| Fix / backfill lifecycle stages | `{SKILL_BASE}/playbooks/fix-lifecycle-stages/playbook.md` |
| Clean up workflows | `{SKILL_BASE}/playbooks/cleanup-workflows/playbook.md` |
| Round-robin lead routing | `{SKILL_BASE}/playbooks/lead-routing-round-robin/playbook.md` |
| Territory-based routing | `{SKILL_BASE}/playbooks/territory-routing/playbook.md` |
| Workflow naming & governance | `{SKILL_BASE}/playbooks/workflow-naming-governance/playbook.md` |
| Internal notification workflows | `{SKILL_BASE}/playbooks/internal-notification-workflows/playbook.md` |
| Re-engagement & re-enrollment | `{SKILL_BASE}/playbooks/reengagement-reenrollment/playbook.md` |
| Auto-normalize data formatting | `{SKILL_BASE}/playbooks/data-formatting-automation/playbook.md` |
| Custom-code / webhook actions | `{SKILL_BASE}/playbooks/programmable-automation-custom-code/playbook.md` |
---
Part of **gt-hubspot-admin** · Created by [Growth Today](https://www.growthtoday.co) — AI-native GTM engineering firm · Maintained by [Brigitta Ruha](https://www.linkedin.com/in/brigittaruha/) · More skills: https://www.growthtoday.co/claude-skills
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