Qualify new HubSpot leads and route them

When a contact is created in HubSpot, an AI looks at their company, its size, their job title and website and decides whether they are a good fit: a B2B software company with 50 or more employees.

A good fit is announced in Slack with the AI's reason and gets a HubSpot follow-up task for the contact's owner, due in two working days. Everyone else is added to your Mailchimp newsletter audience.

You need HubSpot, Slack, Mailchimp and an AI provider connected. Change the fit rule in the AI step to match your own ideal customer.

HubSpotWhen a contact is created. Save it as lead.When a contact is created. Save it as lead.

Is this lead a good fit?Run an AI agent: Decide whether this person is a good sales lead for us. Company: lead.company (lead.num… and save it as fit.

If fit.output.is_good_fit is yesIf fit.output.is_good_fit is yes

Yes

Alert the sales channelSend message to channel. Save it as alert.New good-fit lead: lead.firstname lead.lastname at lead.company. fit.output.reasonSlack

Create the follow-up taskCreate the task 'Follow up with lead.firstname'. Save it as follow_up.HubSpot

No

Add to the newsletterAdd member to audience lead.email. Save it as subscribed.Mailchimp