What problem does it solve?
New inbound leads sit unassigned in HubSpot while reps wait, and manual assignment is slow, inconsistent, and prone to favoritism or missed high-intent buyers. This Skill runs a recurring sweep that scores each unrouted lead for intent, matches it against territory and segment rules, falls back to a stateless round-robin pool, and writes the assignment back to HubSpot with a Slack notification.
Core Features & Use Cases
- Intent Scoring: Flags leads as high-intent when they clear two or more signals (VP-level title, enterprise company size, in-quarter budget/timeline, pricing-page or demo-request engagement) so reps work them first.
- Rule-Based Routing: Resolves assignment through a territory map, then segment specialists, then a stateless round-robin pool computed from each rep's current weekly lead count in HubSpot.
- Safe Escalation: Leads with missing data, map gaps, or genuine ties are posted to an escalation channel and flagged in HubSpot instead of being guessed at.
- Use Case: A 15-minute sweep finds five new leads; three route by territory, one by enterprise segment, and one with no region data is escalated to a human — each with the owner, reason, and timestamp written back to HubSpot.
Quick Start
Ask the agent to check HubSpot for new unrouted leads and assign each one to the right rep using the routing rules.
