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About Fieldnote Growth
We build HubSpot automation and RevOps systems for B2B SaaS companies and agencies that have outgrown duct tape. We're a Portland team, six years in, and we explain our work best with an example.
A demo request comes in. It's enriched, scored and routed to the right rep by territory and company size. The rep gets a task and a sequence matched to the lead's use case. If the deal sits in one stage too long, the manager hears about it. When it closes, the account is created in your billing tool and handed to onboarding with the context intact. Each of those steps is a workflow we've built many times, and each one starts as a diagram on a whiteboard before anyone touches a setting.
We work mostly in Sales Hub, Marketing Hub and Data Hub, and we reach for no-code tools like Zapier or Make when native integrations stop short. Attribution and reporting get the same care, so marketing and sales can agree on which channels produce pipeline and leadership gets answers instead of more dashboards. Every client keeps the diagrams, so your team can maintain and extend what we build long after we've moved on.
What we do
6+ years of experience
Articles
The AI automations that pay off for small teams are rarely flashy. They're the ones that take ten minutes of admin off every lead, call and invoice, with a human still in charge.
10 min read
Fourteen workflows we'd happily build again, from speed-to-lead routing to invoice chasers and new-hire checklists, each mapped from trigger to outcome so you can copy the pattern.
10 min read
Most teams don't need another automation tool. They need the right one, an owner for every flow, and a rule for when to stop adding apps. Here's our honest 2026 roundup.
11 min read
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