When
Choose a schedule: daily at 09:00 AM UTC or faster on Pro; then take unowned HubSpot contacts.
Workflow starter brief
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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Proposed workflow
A starting brief, not a preconfigured workflow or proof of a completed outcome. Review the generated steps and test with your accounts before publishing.
Then
- Read the setup Google Sheets tab to find the next rep.
- Set that rep as owner, skipping contacts already owned.
- Move the sheet pointer to the next rep.
- Send the assigned rep a Slack direct message with the lead details.
Before you publish
Connect the accounts and credentials it needs first. Optional AI steps use AI at runtime and their output can vary, so review the workflow and test it before publishing.
Apps it connects
HubSpotRelated templates
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Announce closed-won deals in Slack
Celebrates each won deal in Slack with the numbers and a short recap of how it was won.
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Checks the search position of every keyword on your list, appends the history to a sheet and reports the moves.
Agents should build your automations, not be them
Describe your first workflow in plain words. One stays live for free, no credit card.
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