LEAD GENERATION
Score and Route Inbound Demo Requests by ICP Fit
When a demo-request form is submitted, enriches the company, computes an ICP fit score.
How it runs
The automated pipeline, trigger to output.
- TriggerDemo-request form submittedHTTP webhook
- ActionEnrich company from domainExa
- LogicCompute ICP fit score (0-100)
- LogicBranch: strong fit (>=70) vs nurture
- ActionCreate deal + contact in HubSpotHubSpot
- OutputAlert owning AE in SlackSlack
What it does
Turns raw demo-request form submissions into scored, routed pipeline. It enriches the submitter's company, grades fit against your Ideal Customer Profile, and sends hot leads straight to an account executive while keeping low-fit leads out of the AE queue.
When to use it
Use it when your demo form fires more volume than your team can triage by hand, and you want reps to spend time only on leads that match your ICP (right industry, headcount, and region). Ideal for product-led or marketing-driven funnels.
How it works
- 1A form submission arrives via webhook with name, work email, and company.
- 2Exa enriches the company from its domain — industry, size signals, and recent activity.
- 3A scoring step computes a 0-100 ICP fit score from firmographics.
- 4A logic branch splits on the threshold: score >= 70 is a strong fit.
- 5Strong fits create a HubSpot deal and contact with the score on the record.
- 6A Slack message pings the owning AE with the lead summary and score.
- 7Weak fits are written to HubSpot as a nurture-tagged contact, no AE alert.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect ExaNeural search across the web.
- 3Connect HubSpotCRM, deals, marketing, support.
- 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 this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.