Sales Automations That Save Time & Boost Efficiency
Sales leaders, we all know that time is money. The more time your reps spend on manual tasks, the less time they have for actual selling. The good news? Automation can eliminate busywork, streamline workflows, and increase sales efficiency—without making your team feel like robots.
Here are some of the best automations that will save your team crucial time and help you close more deals:
1. Workflows That Do the Heavy Lifting
The right workflows ensure your team focuses on what matters—selling—without getting bogged down in admin work. Here are a few must-have automations:
Reassigning Leads Based on Status – When a sales rep unqualifies a lead, automatically remove them from the rep’s name to keep pipelines clean and focused.
Credit Where It’s Due – If an SDR creates an opportunity, automatically update them as the SDR setter so they get proper credit.
Handling Unsubscribes – If a lead unsubscribes, remove the sales owner and mark them as a non-marketing contact—so your team isn’t wasting time on a dead lead.
2. Lead Scoring: Prioritize the Right Prospects
Not all leads are created equal. Automate lead scoring based on key engagement signals like:
Email opens
Form fills
Website behavior
Conference attendance
When a lead hits a certain score, notify your sales team at the perfect moment—when they’re most likely to convert.
3. Slack Notifications: Keep the Team in the Loop
No one wants to live in dashboards all day. Automate Slack notifications for:
Closed Deals – Celebrate wins in real time.
New Appointments – Keep managers updated without constant check-ins.
Bonus: Want an even more engaging way to track this? Plecto (more on that below) allows you to display leaderboards and real-time updates in a visually exciting way.
4. Our Favorite Sales Automation Tools
Let’s talk about the tools that make all this magic happen:
Portant & PandaDocs – Stop Manually Sending Docs
Manually sending agreements and proposals? Not anymore. These tools pull data directly from your CRM and send out documents automatically, cutting down on wasted time.
QuotaPath – Automate Commissions & Forecast Earnings
Stop running commissions manually. QuotaPath integrates with HubSpot to:
Show commission data inside the CRM
Allow reps to forecast earnings in real-time
Eliminate manual errors and discrepancies
Plecto – Gamify Your Sales Motion
Motivate your reps with leaderboards, real-time performance tracking, and incentives. Plecto integrates with spreadsheets, Calendly, HubSpot, and more to drive engagement and competition.
Fathom – Never Lose Meeting Insights
Every sales call should be recorded and transcribed automatically. Fathom integrates with HubSpot, logging meeting insights directly on the opportunity or company record—so your reps never have to scramble to remember what was said.
There are endless automation opportunities to streamline your sales process, but these are some of our favorites. If you’re not leveraging automation yet, now’s the time—your team (and your bottom line) will thank you.
