Sales
Every inbound lead, fully researched before your first call.
When a new lead enters your CRM or fills a form, this workflow automatically enriches them with company data, decision-maker contacts, and a fit score — routing qualified leads to your sales team immediately.
Workflow Steps
How this workflow runs
Trigger: New lead arrives
System TriggerA new lead is detected via HubSpot form submission, Gmail, or Apollo inbound.
Company research
Inbound Lead ResearcherInbound Lead Researcher fetches company size, revenue, industry, and funding stage from Apollo and Clay.
Contact identification
Inbound Lead ResearcherKey decision-maker contacts are identified and verified with emails and direct dials.
ICP fit scoring
Inbound Lead ResearcherThe lead is scored 0-100 against your ICP brief criteria.
CRM routing
Sales Pipeline OptimizerQualified leads (score > threshold) are added to HubSpot with full enrichment data and suggested next actions.
Triggers
What starts this workflow
New HubSpot form submission
New Apollo inbound lead
New Gmail inquiry
Outputs
What you get when it runs
Enriched lead in HubSpot with fit score
Slack notification to sales team
Next-best action assigned to rep