Score MQLs then Round-Robin to SDRs

Managing and scoring MQLs is a tech-stack-intensive process. This workflow template makes it easier to send MQLs to sales reps and guarantees on-time delivery with custom Slack alerts.

Lead Scoring

Default looks for new or updated contacts in HubSpot.  If a contact matches workflow criteria, Default calculates an MQL score based on the lead's engagement, company size, industry Clearbit, and Apollo.io enrichment.

Lead Distribution

If a HubSpot contact matches certain criteria and scores high as an MQL, Default routes that contact with a round-robin assignment. This process makes sure all potential leads are quickly dealt with by your sales team.

Slack Alerts and Ownership Updates

Default updates the Contact Owner field in HubSpot. Additionally, Default sends a Slack alert to the sales rep that includes context on why they should contact that lead.