Find Sales Opportunities in HubSpot with Slack Alerts
Automatically identifies and qualifies new HubSpot leads by filtering them based on the employee count of their associated company, helping sales teams focus on high-value prospects from larger organizations.
This automation streamlines your sales lead qualification process directly within HubSpot. Here’s how it works:
- Fetches New Leads: It connects to your HubSpot account and searches for new contacts created within a recent time window that you can set (e.g., last 2 hours).
- Finds Company Data: For each new contact, it identifies their associated company in HubSpot to gather more context.
- Applies Size Filter: It checks the number of employees for each company against a minimum threshold you define (e.g., more than 50 employees). This acts as a powerful filter to separate small businesses from larger, enterprise-level prospects.
- Creates a Qualified List: Contacts from companies that meet your size criteria are compiled into a list of qualified leads, complete with their name, email, and company details.
- Notifies Your Team: Optionally, for every qualified lead it finds, the automation can instantly send a custom notification to a designated Slack channel, enabling your sales team to engage with promising new leads immediately.
Usage Ideas
- Create a dedicated
#hot-leadsSlack channel for immediate follow-up by the sales team. - Filter for high-value enterprise leads and automatically add them to a specialized email nurturing sequence.
- Run the automation daily to generate a prioritized list of new contacts for your SDRs to tackle.
- Use company size as a first-pass filter before running leads through a more intensive data enrichment and scoring process.
Customization Ideas
This template is designed to be highly adaptable to your specific sales process. You can work with the Agent Builder Assistant to:
- Define Your Ideal Customer: Easily change the minimum employee count to target SMBs, mid-market, or enterprise-level companies.
- Control the Timing: Adjust how often the automation checks for new leads, from every hour to once a day.
- Customize Notifications: Tailor the exact content of the Slack alert message. You can include different lead details, add a link to the HubSpot contact, or provide specific instructions for your sales reps.
- Choose Your Notification Channel: Decide which Slack channel receives the alerts, or opt to send the information to a different platform like email or a CRM update.
- Enrich Lead Data: Request additional information about contacts or companies from HubSpot, such as their industry, location, or annual revenue, to be included in the results.