Capture, score, and route sales leads into HubSpot automatically

New leads are validated, enriched, scored, and sent to the right sales rep or nurture track automatically.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"new lead arrives"]:::trig s0["validate contact details"]:::task s1["enrich lead with company data"]:::svc s2["score lead against ideal profile"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"× is lead score high or low"}:::gate s2 --> gx p00["send to hubspot"]:::task gx -->|"high-value lead"| p00 p01["alert sales in slack"]:::task p00 --> p01 p10["queue for nurturing"]:::task gx -->|"lower-priority lead"| p10 p01 --> out p10 --> out out[/"scored lead routed appropriately"/]:::out pay{{"faster follow up on best leads"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceOne path onlyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
CRM & Sales PipelineLead Generation & ProspectingMessaging & NotificationsAPI & Webhook Integration
Connects
HubSpotClearbitApolloSlack
Featured in

The problem it solves

Leads come in from different places and by the time someone gets around to reviewing them, the hot ones have gone cold. Your sales team wastes time chasing bad-fit prospects while good ones sit in an inbox unassigned.

Who it fits

Sales and marketing teams who get inbound leads from multiple sources and need faster follow-up.

How it works

  1. A new lead arrives from a website, form, or ad campaign
  2. The system checks the contact details are complete and valid
  3. Clearbit and Apollo add company size, industry, and other firmographic data
  4. The lead is scored against your ideal customer profile
  5. High-value leads are sent to HubSpot and flagged for sales in Slack, while lower-priority leads are queued for nurturing
What you get

Leads scored and routed to the right rep

New leads are automatically enriched, scored, and sent to the right rep or nurture track, so follow-up never stalls.

What you get

A scored, enriched lead record in HubSpot plus a Slack alert for anything worth a sales call.

What you need

Accounts with HubSpot, Clearbit, Apollo, and Slack.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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