LEAD GENERATION
Route scored webinar leads to the right SDR by account tier and territory
After a webinar, combines each attendee's engagement score with their HubSpot account tier and territory.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom webinar.ended event receivedZoom
- LogicCompute attendee engagement score
- ActionEnrich contact with tier and territoryHubSpot
- LogicApply tier/territory routing rules
- ActionCreate assigned SDR task in ClickUpClickUp
- OutputPost routing summary to SlackSlack
What it does
Makes routing smart, not just scored. It takes each attendee's webinar engagement score, enriches it with the account's tier and territory from HubSpot, and applies routing rules so a high-intent enterprise lead goes to the named-account SDR while an SMB lead drops into the round-robin queue.
When to use it
Use it when your SDR team is segmented by account tier or territory and a flat hot-lead list creates routing chaos. It ensures the right rep gets the right lead with full context.
How it works
- 1Zoom fires a webinar.ended event.
- 2The flow computes each attendee's engagement score from attendance and Q&A activity.
- 3It enriches each contact with account tier and territory from HubSpot.
- 4A logic step applies routing rules: enterprise to AE-paired SDRs, mid-market and SMB to round-robin.
- 5A ClickUp task is created in the assigned rep's list with the score, tier, and webinar context.
- 6The routing summary is posted to the sales-ops Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect ClickUpDocs + tasks + chats in one workspace.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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