Lead-to-Job Pipeline Automation
Convert qualified HubSpot leads to field jobs instantly. Eliminate manual handoffs and reduce lead response time by 80%.
How It Works
A seamless four-step automation that bridges your sales pipeline and field operations
Lead Qualifies in HubSpot
When a lead reaches your qualified stage or meets scoring criteria, the automation triggers
Job Created in Fieldproxy
A field job is automatically created with all lead details - contact info, requirements, and deal value
Technician Assigned
Based on territory, skills, and availability, the right technician is auto-assigned
Deal Updated on Completion
Job completion syncs back to HubSpot, moving the deal forward and logging service details
Why Automate Lead-to-Job?
Stop losing deals to slow response times and broken handoffs
80% Faster Lead Response
Instantly convert qualified leads to scheduled jobs without manual intervention
Zero Lead Leakage
Every qualified lead automatically becomes a job - no leads fall through the cracks
Seamless Sales-Service Handoff
Eliminate friction between sales and field teams with automated data transfer
Higher Conversion Rates
Faster response times and smoother handoffs increase close rates by 35%
Full Pipeline Visibility
Track leads from first touch through service completion in one unified view
Intelligent Routing
Auto-assign jobs based on deal size, territory, or technician expertise
Simple Configuration
Set up your lead-to-job automation in minutes with our visual workflow builder
Automation Settings
Trigger Stage
When lead reaches this stage
Lead Score Minimum
Only trigger for high-quality leads
Job Type Created
Default job type for new leads
Assignment Rule
How technicians are assigned
Industry Use Cases
See how different industries leverage lead-to-job automation
Installation Leads
Convert HVAC, solar, or home improvement leads to installation appointments automatically
B2B Site Surveys
Qualified commercial leads trigger on-site assessment jobs for your field team
Demo Scheduling
High-value leads automatically get demo or trial installation jobs created
Consultation Visits
Enterprise leads trigger field consultation jobs with senior technicians
Automatic Data Mapping
All your lead data flows seamlessly into Fieldproxy jobs
HHubSpot Lead Fields
- Contact Name
- Company
- Phone
- Deal Value
- Lead Source
- Notes
FFieldproxy Job Fields
- Customer Name
- Account
- Contact Email
- Contact Phone
- Job Value
- Referral Source
- Job Description
Custom field mapping available for any HubSpot property
Related HubSpot Automations
Ready to Automate Your Lead Pipeline?
Start converting HubSpot leads to field jobs automatically. Setup takes less than 30 minutes.