CRM
Daily Re-Score of Stale HubSpot MQLs and Owner Handoff
Runs each morning to re-enrich and re-score HubSpot MQLs that have sat untouched, promotes newly strong-fit leads to SQL with an owner, and posts a digest of changes to Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekday morning schedule
- ActionPull stale MQLs from HubSpotHubSpot
- ActionRe-enrich each companyExa
- LogicRecompute ICP fit + decide promotions
- ActionPromote to SQL and assign ownerHubSpot
- OutputPost change digest to SlackSlack
What it does
Keeps your HubSpot lead pool honest by re-checking marketing-qualified leads that have gone cold. It re-enriches each one, recomputes ICP fit, promotes any that now clear the SQL bar, and reports the day's promotions and demotions to the sales channel.
When to use it
Use it when MQLs pile up and fit data goes stale — companies raise funding, grow headcount, or change focus. Run it daily so reps act on current signal instead of week-old scores.
How it works
- 1A scheduled trigger fires every weekday morning.
- 2A HubSpot query pulls MQLs with no activity in the last N days.
- 3Each lead's company is re-enriched through Exa for fresh firmographics.
- 4A scoring step recomputes ICP fit against the current model.
- 5A branch promotes leads that newly clear the threshold to SQL and assigns an owner in HubSpot.
- 6A Slack digest summarizes promotions, demotions, and unchanged counts to close the loop.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect ExaNeural search across the web.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.