Filter out unqualified leads from multiple channels, score remaining prospects, and automatically update your CRM with enriched lead data.
Workflow Steps
Clay
Enrich and score leads
Set up Clay to automatically enrich inbound leads from your website forms, LinkedIn, or email campaigns. Configure scoring rules based on company size, industry, budget indicators, and job titles to filter out unqualified prospects before they enter your sales pipeline.
HubSpot
Auto-assign qualified leads
Use HubSpot workflows to automatically assign leads that score above your threshold to the appropriate sales rep based on territory, deal size, or industry expertise. Set up email sequences for leads that score below the threshold to nurture them until they're sales-ready.
Slack
Notify sales team
Connect HubSpot to Slack so that when a high-scoring lead is assigned, the relevant sales rep gets an immediate notification with lead details, company information, and suggested talking points. This ensures hot leads are contacted within minutes, not hours.
Workflow Flow
Step 1
Clay
Enrich and score leads
Step 2
HubSpot
Auto-assign qualified leads
Step 3
Slack
Notify sales team
Why This Works
By filtering noise before it reaches sales reps and providing instant notifications for qualified leads, your team focuses time on prospects most likely to convert while maintaining fast response times.
Best For
Sales teams overwhelmed by unqualified leads who need better lead scoring and routing
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