HubSpot
Manage contacts, firms, opportunities, marketing, and sales activity in one CRM
Customer platform spanning CRM, marketing, sales, service, content, and operations. AEC firms can adapt it to relationship intelligence, opportunity pipelines, pursuit activity, and client follow-up.
Workflows using HubSpot
A worked example of turning a principal's inbox and a shared pursuit spreadsheet into connected relationship records, stages, follow-ups, and a useful pipeline view.
documentedHow to Automate Client and Consultant Follow-Up: A HubSpot Walk-ThroughA relationship follow-up workflow for a 10-person architecture practice that keeps client and consultant touchpoints connected to owners and next tasks.
documentedHow to nudge quiet HubSpot deals with n8n: An n8n Walk-ThroughA 12-person practice adapts an n8n template so a quiet civic pursuit reaches its owner in Slack, keeps email visible, and records the outcome.
documentedHow to turn website inquiries into scored HubSpot pursuits with n8n: An n8n Walk-ThroughA 9-person architecture practice adapts a published n8n template to capture website inquiries, score real pursuits, and alert the right principal.
documentedn8n for Architecture and Construction Firms: 24 Templates Mapped to the Workn8n publishes hundreds of ready-made workflows but has no category for architecture or construction. These 24 fit AEC work with small changes: opportunity feeds, inquiry intake, RFI filing, meeting actions, site reports, invoicing.
documentedHow You Use It
Data Transparency
Exactly what this tool uses and how
See official developer documentationUse Cases
- ·Architecture-firm relationship CRM
- ·Pursuit pipeline management
- ·Client follow-up automation
Pricing
Sources & Research NotesResearch date: 2026-08-21
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