How The Automation Works

How The Automation Works

Simple Setup, Powerful Results in Three Easy Steps

Technical Overview:

  1. Automatic Monitoring: Workflow runs every 5 minutes checking HubSpot for new contacts
  2. Smart Filtering: Applies predefined criteria (e.g., +$5M annual revenue) to identify high-value prospects
  3. Instant Notification: Sends alerts to designated Slack channels with lead details

Customization Options:

  • Adjust the schedule frequency based on lead volume
  • Modify qualification criteria to match your ideal customer profile
  • Configure which Slack channels receive notifications
  • Format alert content to include the most relevant lead information