The Missed Opportunity: Automating First Response

When a new lead registers on your website, two things need to happen right away.

• The lead must hear from you quickly
• Your sales or OSC team needs clear, timely tasks so nothing slips

Many builders rely on agents to create tasks themselves or send manual emails. This leads to delays and inconsistent follow up that hurts conversions.

A single well built workflow in HubSpot fixes this.

How the Workflow Works

This workflow triggers the moment a new contact submits an interest form. From there, it can:

• Automatically send a personalized, branded first response email
• Create the correct follow up tasks for your OSC or sales team
• Assign the lead to the right region or community
• Apply the correct lead status and source
• Add the lead to a nurture path if no connection is made

Everything happens behind the scenes. Agents no longer need to scramble to send the first email or build their own task list.

Why This Saves Hours Every Week

Sales teams lose time when they have to:

• Sort leads
• Create tasks manually
• Decide what email to send
• Figure out where the contact belongs
• Remember to follow up again

The workflow does all of that automatically. Agents can simply open their task list each morning and start contacting buyers. Nothing gets missed and the follow up experience becomes consistent across the entire sales team.

Better for Buyers, Better for Your Team

Buyers get a fast, professional response every time.
Your team gets a CRM that works for them, not against them.
Leadership gets clean data and stronger conversion metrics.

It is one of the highest impact changes a builder can make.

Start simple

If you want to reduce admin work and create immediate value for your team, start with this one workflow. You can always expand and layer on more logic, but even the basic version will save your team hours each week and ensure every buyer gets the experience they expect.