Hi Can someone help me on how to create a flow chart for sales operation through hubspot marketing automation.
Hi Raymond, you can start by creating a flow chart in a tool like Lucidchart or Mural. The hard part here is to make sure you are capturing the process that needs to occur to create the sale and not the methodology.
The process is usually short, a few steps maybe, a methodology is often a dozen steps or more.
You may find it useful to recreate the sales methodology in a playbook.
Im not sure what you need in terms of the marketing automation? Could you explain a bit more perhaps?
Hi, Raymond. Happy to help.
Just to clarify — are you looking to build a visual flow chart of your sales operations inside HubSpot, or to track and report on your sales funnel and pipeline stages using dashboards?
If you’re aiming for visibility into how leads move through the sales process, here’s a practical starting point inside HubSpot:
-
Use the Funnel or Pipeline report
Go to Reports > Create report > Funnel report to visualize how deals move across stages. -
Create a custom Dashboard
Combine reports like:- Deal Stage Conversion
- Lead Source Breakdown
- Time in Stage
- Sales Velocity (time to close)
-
Use Workflows for process flow
If your goal is to document or automate part of the sales ops flow, the Workflow tool lets you visualize sequences of actions like lead assignments, internal alerts, and follow-ups.
If you’re trying to create a process map (like a flow chart), I’d recommend mapping it externally (using Miro, Lucidchart, etc.) and then translating it into reports and workflows in HubSpot.
Let me know which direction you’re thinking and I can get more specific!