SALES
Hot-Lead Enrichment & Smart AE Routing
When a pricing revisit signal arrives, an agent researches the company, scores fit and intent, books the meeting on the best-matched AE's calendar, and updates the HubSpot deal.
How it runs
The automated pipeline, trigger to output.
- TriggerRepeat pricing-visit signal webhookHTTP webhook
- ActionEnrich company via web researchBrave Search
- LogicScore fit and intent; select best-matched AE
- ActionBook slot on AE calendar and update HubSpot dealGoogle Calendar
- OutputEscalate ambiguous routing to SlackSlack
What it does
Handles the full warm-handoff judgment call, not just the alert. On a repeat pricing visit, an agent enriches the company with live web research, weighs firmographic fit against the intent signal, picks the AE whose territory and segment match best, books a slot directly, and writes the outcome back to HubSpot. Routing it cannot confidently decide is escalated to a human in Slack.
When to use it
Use when lead routing depends on nuanced fit — segment, geography, vertical — that a static rule struggles to capture, and you want enrichment plus booking done autonomously while a person handles only the edge cases.
How it works
- 1A webhook delivers the repeat pricing-visit signal with contact details.
- 2The agent researches the company via web search to enrich firmographics.
- 3It scores fit and intent, then matches the lead to the best AE.
- 4High-confidence matches are booked on that AE's Google Calendar and logged to the HubSpot deal.
- 5Ambiguous routing is escalated to a Slack channel for a human decision.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect Google CalendarEvents, attendees, availability.
- 3Connect Brave SearchWeb, news, image, video search.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Connect HTTP webhookTrigger any URL on agent actions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Sales workflows
Weekly MEDDIC Pipeline Audit from Zoom Calls
On a schedule, scans the week's Zoom discovery calls, scores each against MEDDIC.
Nudge stalled mutual action plan steps from a Trello board
Scans a shared mutual action plan Trello board on a schedule and emails the owner of any step whose due date has passed without movement, then flags it in Slack for the AE.
Seat-Limit Approaching Upsell Alert
Fires the moment an account's active-seat count crosses 90% of its contracted limit in the product database.
Self-Serve Spike to CSM Handoff
When a self-serve account's usage crosses an enterprise-grade threshold in the product DB, it flags the account in Airtable, drafts a sales-assist outreach email.
Zoom Discovery-Call MEDDIC Gap Detector
After a Zoom discovery call ends, transcribes it, scores the conversation against the six MEDDIC fields.
MEDDIC Gap Sync to HubSpot Deal Properties
Transcribes a finished Zoom discovery call, extracts MEDDIC details, and writes structured values into custom HubSpot deal properties while logging the call as a timeline note.
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.