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Inbound Lead Router

Example prompt: "When a new lead comes in via Typeform, score them based on company size and industry, assign to the right rep by region, create the contact in HubSpot, and post the assignment in #new-leads on Slack."

The Problem

Inbound leads come in through different channels at different times of day, and the time between submission and first response is one of the strongest predictors of whether a deal will close. Most teams either route everything to a single inbox (where the best leads sit next to vendor pitches) or use a basic round-robin that ignores fit. Reps end up working leads that should have gone to a colleague with the right territory or vertical, and good leads sit unowned for hours before someone notices.

How GloriaMundo Solves It

We build a workflow triggered by a new form submission or webhook. An LLM step reads the lead's company name, role, and any free-text fields, then assigns a fit score using rules you define — company size band, industry match, role seniority, and intent signals. A code step takes the score plus territory information and picks the right rep from a configurable owner table. An integration step creates or updates the contact in the CRM with the score, owner, and source. A second integration step posts to a Slack channel announcing the new lead, the assigned rep, and the score, and tags the rep directly so they see it within seconds. Glass Box preview shows the full scoring rationale and the chosen owner before any record is created or notification fires, so you can tune the rules against real submissions before letting it run live.

Example Workflow Steps

  1. Trigger (webhook): Fires when a new lead is submitted via Typeform, a website form, or a partner integration.
  2. Step 1 (LLM): Read the submission and assign a fit score with a short rationale.
  3. Step 2 (code): Look up the right rep using territory, segment, and current load against a configurable owner table.
  4. Step 3 (integration): Create or update the contact in HubSpot with the score, owner, source, and rationale on a custom field.
  5. Step 4 (conditional): If the score is above a threshold, route to the high-priority path; otherwise log the lead and stop.
  6. Step 5 (integration): Post to Slack with the lead summary, assigned rep, and a link to the new contact, tagging the rep so they get notified.
  7. Step 6 (conditional): If no activity is logged on the contact by the next morning, send the rep a Slack reminder to follow up.

Integrations Used

  • Typeform — common source of inbound lead submissions
  • HubSpot — destination for contact creation and ownership
  • Slack — fast notification channel for the assigned rep
  • Google Sheets — owner table mapping territory and segment to reps

Who This Is For

Sales operations leads and revenue managers running an inbound team of 3-15 reps where lead distribution affects close rates and rep morale. Particularly useful when leads come from several channels and the team has explicit territory or vertical assignments.

Time & Cost Saved

Manual triage of inbound leads typically takes a sales ops specialist 5-10 minutes per lead — reading the submission, looking up the territory, deciding the owner, creating the CRM record, and pinging the rep. For a team taking 30-50 inbound leads a week, that is 3-8 hours of pure routing work. This workflow brings it close to zero, and more importantly cuts first-response time from hours to minutes. The workflow uses LLM, code, and integration steps; credit usage scales with lead volume and stays modest for typical inbound volumes.