LEAD GENERATION
Score and route gated replay leads to sales
When someone submits the gated webinar-replay form, this enriches and scores the lead, then routes hot leads to a sales Trello board and cold leads into the HubSpot nurture track.
How it runs
The automated pipeline, trigger to output.
- TriggerGated replay form submittedHTTP webhook
- ActionUpsert and enrich contact in HubSpotHubSpot
- ActionScore intent from form answersOpenAI
- LogicBranch on intent score threshold
- ActionCreate sales card for hot leadsTrello
- OutputEnroll cold leads in HubSpot nurtureHubSpot
What it does
It listens for submissions on the gated evergreen-replay landing page, enriches the contact, and uses scoring logic plus an LLM read of their form answers to decide intent. High-intent leads become Trello cards for sales to work immediately; everyone else is enrolled in the HubSpot nurture sequence so the replay keeps warming them.
When to use it
Use it once your webinar replay is gated and collecting form fills around the clock, when you want hot leads reaching sales in minutes rather than waiting for a weekly list export.
How it works
- 1A form-submission webhook fires from the gated replay page.
- 2The contact is upserted in HubSpot and its existing engagement is pulled.
- 3An LLM reads the form answers and assigns an intent score with a short rationale.
- 4A logic step branches on the score threshold.
- 5Hot leads create a Trello card on the sales board with the rationale attached.
- 6Cold leads are enrolled in the HubSpot evergreen nurture sequence.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect TrelloKanban boards for everything.
- 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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