Inbound lead triage and routing
Qualifies every inbound lead against your ICP, routes the ones worth pursuing, nurtures the rest, and drafts the reply.
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1Google SheetsRead rowsReads the 'New leads', 'Accounts', 'Reps' and 'Ledger' tabs so each lead can be matched, routed and checked for duplicates.
For each
lead- 2ZeroBounceVerify emailChecks whether the lead's address is deliverable and notes a likely typo, so invalid or spam-trap addresses are dropped.
- 3ApolloEnrich personLooks up the lead's job title from their email address and name to sharpen the fit judgement.
If not
isFreeMailDomain- 4ApolloEnrich organizationLooks up the company behind a business email domain for its name, headcount and industry.
- 4
- 5AnthropicGenerate model responseAsks the AI to judge fit and intent separately, classify what the enquiry really is, and draft a reply.
If
decisionis “route”Try
- 6HubSpotGet contact by emailLooks up whether a routed lead already exists as a HubSpot contact before creating one.
If a step fails
- 7HubSpotCreate contactCreates a HubSpot contact for a routed lead that was not already in your CRM, with name and company.
- 6
If
decisionis not “drop”- 8SlackSend messageAnnounces each routed, nurtured or handed-off lead in your channel with its fit, intent, evidence, owner and suggested reply.
- 8
If
replyModeis “draft” anddecisionis “route”- 9GmailCreate draftSaves the suggested reply as a Gmail draft addressed to the lead, when you choose to reply by draft.
- 9
- 10Google SheetsAppend rowAppends one row per lead to the 'Ledger' tab recording the decision, reason, scores, owner and reply deadline.
- 2
How it works
What happens on each run, in plain English.
Every two minutes, new rows on the 'New leads' tab of your spreadsheet are picked up one by one. Each address is checked for deliverability, throwaway domains are dropped, the company is matched against accounts you already own and enriched, and then the AI reads what the person actually wrote.
Fit and intent are judged separately, so a perfect-fit company idly browsing and a poor-fit company demanding a call get different treatment. Leads worth pursuing go to the account owner or the next rep in rotation, are recorded in HubSpot and announced in Slack with a suggested reply. Good fit without urgency goes to nurture, pitches, job seekers and spam are dropped, and anything uncertain is flagged for a person. Every decision is logged to the 'Ledger' tab, which also stops a lead being handled twice.
Your spreadsheet needs four tabs: 'New leads' for form submissions, 'Accounts' for companies you own, 'Reps' for who can take leads, and 'Ledger' for the workflow to write to.
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