Workflow Automation
Project Closure Automation
An end-to-end HubSpot workflow automating the project closure life-cycle across deals, tickets, and associated records.
- HubSpot Workflows
- Custom Code Actions
- Node.js
The problem
Closing a project meant manual hand-offs across deals, tickets, and associated records.
What I built
A multi-step workflow that updates deal stages, notifies stakeholders, closes associated tickets, and triggers final deliverable tasks automatically.
My role
- [ADD YOUR RESPONSIBILITIES ON THIS PROJECT]
Technical highlights
- Reduced project closure time by ~40%
- Removed manual hand-offs between teams