Qualify and route new leads from your CRM
Score new HubSpot leads against your ICP, update their records, and route high-fit leads to the right rep
Overview
Traditional lead routing relies on rigid rules that break every time your ICP shifts. This template reads your current ICP definition from Glean, uses judgment to score each lead, updates their CRM record, and routes high-fit prospects to the right rep, all without maintaining a complex rules engine.
How it works
- Checks HubSpot for leads created in the last hour
- Searches Glean for your current ICP definition
- Reviews each lead job title, company size, and industry against the ICP
- Scores each lead as High, Medium, or Low fit and updates the contact record
- Assigns high-fit leads to the specified sales rep in HubSpot
- Sends a Slack message summarizing each high-fit lead with a link to the record
Who this is for
Sales ops managers, revenue operations teams, and sales leaders who want intelligent lead routing without building and maintaining complex automation rules.
Suggested prompt
Check HubSpot for any leads created in the last hour. Before scoring, search Glean for our current ICP definition and use whatever criteria you find there to guide your assessment. For each new contact, review their job title, company size, and industry against that ICP, then score them as High, Medium, or Low fit. Add the score as a property on the contact record, assign high-fit leads to the [1. Sales rep name] owner queue in HubSpot, and send a Slack message to #[2. Sales channel name] summarizing each high-fit lead with a link to the record.
Frequently asked questions
Can I use a different CRM?
Yes, you can swap HubSpot for Salesforce, Pipedrive, or another CRM connected to your MCP server.
What if I do not use Glean for documentation?
Swap Glean for Notion, Confluence, or wherever you store your ICP definition.
Can I customize the scoring criteria?
Yes, update the prompt to specify different attributes like revenue, funding stage, or technology stack.
How often should I run this?
The prompt checks leads from the last hour, but you can adjust the timeframe or run it on a schedule that fits your workflow.