SALES
Product-Qualified Lead Handoff to Sales
When a trial account crosses a product-qualified-lead usage threshold, it enriches the account, creates or updates a HubSpot deal, assigns an owner.
How it runs
The automated pipeline, trigger to output.
- TriggerScan usage events for PQL signals
- ActionQuery accounts crossing PQL scorePostgres
- LogicSkip accounts already in an open deal
- ActionUpsert company and deal in HubSpotHubSpot
- ActionAssign deal owner by territoryHubSpot
- OutputNotify assigned rep with signalsHubSpot
What it does
Turns a usage-threshold crossing into a sales-ready handoff: it scores the account as a product-qualified lead, syncs it into HubSpot as a deal, assigns an owner by territory, and notifies the rep.
When to use it
Use this when self-serve trials should graduate to a human touch once they show buying intent (heavy seat usage, hitting plan limits, multiple active users). It removes the manual lead-routing lag so reps strike while engagement is peaking.
How it works
- 1A schedule scans usage events on a short interval.
- 2Postgres returns trial accounts whose composite PQL score (active seats, feature breadth, limit-hits) just crossed the threshold.
- 3A logic step de-dupes accounts already in an open sales motion.
- 4A HubSpot action upserts the company and creates or updates a deal with the usage signals attached.
- 5A second HubSpot action assigns the deal owner by territory rules.
- 6The output notifies the assigned rep in HubSpot with the account's hottest signals.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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.