Sales template
Qualify inbound leads: a ready workflow
This template takes every new lead, checks it against HubSpot and scores it. Leads scoring 70 or more get a first email, checked by a person before it is sent. The rest are logged in HubSpot so nothing is lost.
Workflow steps
- 1
Trigger: a new lead arrives by webhook
- 2
Find the contact in HubSpot
- 3
Score the lead
- 4
Condition: score 70 or more?
- 5
If yes: write the first email
- 6
Check the email (human approval)
- 7
Send the email from Gmail
- 8
If no: log the lead in HubSpot
Asks you before
- Every first email is checked before it is sent
Best for
B2B and SaaS teams with a steady flow of form or ad leads and a clear idea of a good fit.
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Choose a ready role or shape the work on the canvas.