$6.6m Seed Round led by Craft Ventures
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$6.6m Seed Round led by Craft Ventures
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$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
All workflow templates

Sara McNamara's HubSpot Lead Routing

Still spending hours manually checking for duplicates, enriching records, or assigning leads to reps? Try this instead.

It takes only a few minutes to get familiar with the tool and set up a flow like this:


First, weed out spam—because nobody wants to waste time or enrichment credits on "Student" from "Sara McNamara LLC"

Then, enrich records with tools like Apollo (get job title, company size, etc.).

Check for duplicates in your CRM (HubSpot in this case, but you can do this for Salesforce, too!) and match leads to existing accounts.

Finally, assign leads to the right SDR or AE and send them Slack alerts so they get notified right where they’re working.

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Default comes as standard with:
Key features
Match, Update, or Create Hubspot Records
Build or Connect an Inbound Form
Apollo Enrich with Company and Person Data
Clearbit Enrich with Company and Person Data
Display Scheduler
Round Robin with Custom Logic
Send Slack Messages

It takes only a few minutes to get familiar with the tool and set up a flow like this:


First, weed out spam—because nobody wants to waste time or enrichment credits on "Student" from "Sara McNamara LLC"

Then, enrich records with tools like Apollo (get job title, company size, etc.).

Check for duplicates in your CRM (HubSpot in this case, but you can do this for Salesforce, too!) and match leads to existing accounts.

Finally, assign leads to the right SDR or AE and send them Slack alerts so they get notified right where they’re working.

Checking to see if you qualify...
Oops! Something went wrong while submitting the form.
Trusted by industry’s fastest-growing GTM teams
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