Intelligent Deal Routing in Action
How the Automated Workflow Processes Each Deal Type
The Workflow Process:
Trigger: A new deal is created in HubSpot
First Decision Point: Deal is evaluated based on stage
- Won Deals: Automatic celebration message in Slack
- Meeting Scheduled: Google Slides presentation template created
- Lost Deals: Deal details logged in Airtable for analysis
Second Decision Point: Deal is evaluated based on value and client type
- New Business + Value >$500: High-priority ticket assigned to senior team member
- Existing Business + Value <$500: Standard priority ticket created
This intelligent routing happens automatically, ensuring consistent processes and eliminating manual work while directing information exactly where it needs to go.