Sales
From first form fill to active deal — without manual steps.
The end-to-end lead-to-deal workflow: inbound leads are researched and scored, qualified leads enter the pipeline with enriched data, and stale deals are automatically re-engaged — creating a complete automated sales flow.
Workflow Steps
How this workflow runs
Inbound lead detection
System TriggerNew leads trigger the workflow from HubSpot forms, Gmail, or Apollo.
Lead enrichment and scoring
Inbound Lead ResearcherInbound Lead Researcher enriches each lead with company data and ICP fit score.
Routing decision
System LogicLeads above score threshold are routed to the pipeline. Others are archived with context.
Deal creation
Sales Pipeline OptimizerQualified leads become deals in HubSpot with full enrichment data and a suggested next action.
Ongoing pipeline hygiene
Sales Pipeline OptimizerWeekly scan identifies stale deals and generates re-engagement actions.
Outbound gap filling
Deal Flow MonitorWhen inbound volume is low, Deal Flow Monitor identifies new outbound prospects to maintain pipeline coverage.
Triggers
What starts this workflow
New inbound lead
Weekly pipeline scan schedule
Pipeline coverage threshold breach
Outputs
What you get when it runs
Enriched and scored leads in HubSpot
Active deals with next actions
Weekly pipeline health summary
New outbound prospects when coverage is low