Inbound lead triage
New leads summarized, scored, and routed to the right rep.
Paste this into AgentBand
Every 30 minutes, review new HubSpot leads, summarize each one with company, source, and intent, decide which rep or territory it belongs to, and post it to #sales tagging the right owner.
Turn a pile of raw leads into assigned work. Forge reviews each new lead, summarizes who they are and what they want, routes it to the right rep or territory, and posts it to Slack, so nobody has to sort the queue by hand.
How it works
- 1 Review new leads since the last run
- 2 Summarize company, source, and intent for each
- 3 Route it to the right rep and post it to your sales channel
Build this agent
Connect HubSpot, paste the sentence above, and let it run. You can have it working in a couple of minutes.
Get started freeCommon questions
What does the Inbound lead triage agent do? +
Turn a pile of raw leads into assigned work. Forge reviews each new lead, summarizes who they are and what they want, routes it to the right rep or territory, and posts it to Slack, so nobody has to sort the queue by hand.
Which tools does this HubSpot agent need? +
It uses HubSpot and Slack. You connect each account once in AgentBand, and the agent acts through them. Your credentials are never exposed to the model.
How often does it run? +
Every 30 minutes. You can also run it on demand at any time, or change the schedule by chatting with it.
Do I need to write any code? +
No. You describe the agent in a sentence, connect the tools it needs, and AgentBand runs it. There is nothing to code or deploy.