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Lead Enrichment, Scoring & Routing

Every new HubSpot contact arrives enriched, scored against your ICP, and routed to an owner — nothing sits untouched.

Best forAgencyB2BSaaSServices
Agents9 required
Duration3-5 minutes

Turns a pile of bare CRM records into a working pipeline. Each new contact is pre-gated (existing customers, competitors, and unsubscribes are routed out), enriched with sourced company, role, and trigger research, and scored 0-100 across ICP fit, intent, and data completeness. The recipe proposes an owner, stages a fill-blanks-only HubSpot write-back, and drafts a Slack routing alert to that owner — all held behind one approval gate so nothing writes or posts unreviewed.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Resolve scope (single / batch / sweep), load ICP and routing rules from memory, dedupe against the last run's enriched contacts.

workflow orchestrator
01

Pull new contacts in the window with their current properties, capturing the blank fields enrichment must fill.

crm scanner
01

Pre-gate: route out existing customers, competitors, unsubscribed, and personal free-email records with a named reason each.

lead qualifier
02

Build the enrichment dossier — company profile, headcount band, role confirmation, live trigger — every claim with a source URL.

web researcher
02

Score 0-100 across ICP fit, intent fit, and data completeness with a breakdown; assign Hot / Warm / Cold tier.

lead scorer
03

Name the single strongest live signal per contact and the suggested first move for the owner.

outreach personalizer
03

Stage the fill-blanks-only write-back: enriched fields, fit score, and a timeline note; flag conflicts, never overwrite.

crm scanner
03

Draft the per-owner routing alert with score, tier, trigger, and link.

slack channel operations agent
04

Assemble the approval package — dossiers, scores, owner map, staged write-backs, drafted alerts; on approval, execute and return receipts.

distributor
04

Assemble the summary: in-scope contacts, tier distribution, exclusions with reasons, and the in-hub footer when connections are missing.

report formatter

Required Agents

9
  • workflow-orchestrator
  • crm-scanner
  • lead-qualifier
  • web-researcher
  • lead-scorer
  • outreach-personalizer
  • slack-channel-operations-agent
  • distributor
  • report-formatter

Connections

Required

exahubspotslack

Optional

slack

What it does

  • Pulls new HubSpot contacts automatically — single, batch, or daily sweep
  • Sourced enrichment: company, role, size band, and live trigger events
  • 0-100 ICP score with a signal-by-signal breakdown and Hot / Warm / Cold tier
  • Owner routing with round-robin or named-rule assignment
  • Fill-blanks-only CRM write-back, conflicts flagged never overwritten
  • Slack alert drafts per owner, staged for approval
  • Pre-gate routes out customers, competitors, and unsubscribed contacts
  • Idempotent per contact + window — reruns update in place

Example prompt

A batch of new signups landed in HubSpot overnight — enrich them, score them against our ICP, and route the good ones to owners with a Slack ping.

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