What does the "Qualify new HubSpot leads and route them" workflow do?

An AI judges each new HubSpot contact: good fits go to sales with a follow-up task, the rest to your newsletter. It connects HubSpot, Slack, Mailchimp and Claude. It runs on new contact in HubSpot.

Which apps do I need to run "Qualify new HubSpot leads and route them"?

This template uses HubSpot, Slack, Mailchimp and Claude. Authenticate each one once from your workspace and the workflow is ready to run. There is no glue code to write or maintain.

Can I customize "Qualify new HubSpot leads and route them"?

Yes. Once the template is in your workspace it is an ordinary workflow: open it in the builder and change any step, schedule, or condition, or add steps of your own.

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Qualify new HubSpot leads and route them

Sales & Business Development Marketing & Growth

An AI judges each new HubSpot contact: good fits go to sales with a follow-up task, the rest to your newsletter.

Add to Workspace

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On new contact in HubSpot4 apps4 steps

Apps it connects

Authenticate each one once and the workflow is ready to run.

What it does

Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.

1HubSpotNew contact triggerStarts when a contact is created in HubSpot.
If fit.output.is_good_fit is “yes”
1. 2SlackSend messageTells the sales channel about a good-fit lead and why.
2. 3HubSpotCreate taskCreates a follow-up task for the contact's owner, due in two working days.
Otherwise
1. 4MailchimpAdd memberAdds a lead who is not a fit to your newsletter audience.

How it works

What happens on each run, in plain English.

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.

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Start from a workflow that already works.

Add "Qualify new HubSpot leads and route them" to your workspace, connect its apps, and make it yours.

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