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Workflow template

Share inbound leads evenly across the team

Assigns each new lead to the next rep in a rotation held in a sheet, sets the CRM owner, and tells the rep.

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How it runs

This is the brief Whenever builds from. Change any of it in plain words before you publish.

When

Ask me to choose daily at 09:00 AM UTC or faster on Pro; then take unowned HubSpot contacts.

Then

  1. Read the setup Google Sheets tab to find the next rep.
  2. Set that rep as owner, skipping contacts already owned.
  3. Move the sheet pointer to the next rep.
  4. Send the assigned rep a Slack direct message with the lead details.

Apps it connects

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Agents should build your automations, not be them

Describe your first workflow in plain words. AI building is free within weekly usage limits; you pay when it runs.