Sample engagement · Slack + CRM 2-week engagement

Hot leads stopped cooling between Friday and Monday.

Inbound demo requests were sitting unread for 17 hours on average. We routed every qualified lead to the right Slack channel within 45 seconds — with the context the rep needs to reply, not just a notification that yells.

Executive summary

Built a filtered routing workflow on top of HubSpot + Slack that pushes qualified leads to a territory-specific channel with a one-click claim button. First-response time dropped from 17 hours to 11 minutes.

Engagement
2 weeks · fixed scope
Stack
HubSpot · Slack · n8n · LeanData
Industry
Healthcare SaaS
At a glance

Four numbers that mattered.

First-response time
17h→ 11 min
−99%
Demo requests
Demo show-rate
42→ 68%
+26 pts
Q1 vs Q2
Leads dropped
31→ 4%
−87%
Untouched in 24h
Build time
9days
2-wk scope
Including QA
01 · The work

A noisy channel that nobody read.

The team had a #sales-leads channel. Every form fill went into it — partner referrals, job applicants, support tickets, the lot. By the time a real demo request showed up, it had been muted by half the sales floor.

Problem

Notification fatigue, not lead fatigue.

Every form fill landed in the same channel. No filtering, no routing, no context. The reps who muted it missed real demos. The reps who didn’t got 200 pings a day.

  • 340 weekly form fills, all to one channel
  • ~18% were actually qualified demo requests
  • Average first-response: 17 hrs (weekends pulled it up)
  • 31% of leads went 24+ hours without a touch
Solution

Route, contextualize, claim.

The workflow filters out noise, enriches with firmographic context, and posts to the right territory channel with a one-click claim button that writes back to HubSpot.

  • Form-fill triggers HubSpot workflow → n8n filter
  • Clearbit firmographic lookup adds revenue band + size
  • Slack post to #leads-east / #leads-west / #leads-emea
  • Claim button assigns owner + opens HubSpot deal record
02 · Tools

Stack used on this job.

The client already had HubSpot and Slack. We added n8n for the filter logic because it gave us more control than Zapier for the conditional routing — and it’s cheaper at this volume.

SlackDistribution HubSpotCRM n8nWorkflow engine LeanDataRouting rules ClearbitEnrichment CalendlyBooking
03 · The proof

The workflow, end to end.

Five nodes. If a workflow needs more than five, we simplify the workflow before drawing it. The trigger is the only colored node — everything downstream is neutral so the reader can find the entry point at a glance.

Trigger
Demo form filled
HubSpot webhook
F
Filter
Qualified ICP only
n8n rules
E
Enrich
Firmographics
Clearbit
R
Route
Territory match
LeanData
#
Action
Post to channel
Slack thread
The post the reps see
#leads-east · 14 members Tue 11:04 AM
TC
Tetra Bot app 11:04 AM

New qualified demo request — East territory.

Maya Robinson · VP Operations · Northwind Health
Company size
220 employees
Revenue band
$25–50M
Source
Inbound · /pricing
Score
A · 87
DK
Devon Kerr 11:11 AM

Got it — on a call in 5. Threading reply here.

04 · Outcome

A channel reps un-mute.

The win isn’t the alert itself — it’s that the alert means something now. Volume dropped 82%; reply rate climbed.

Before

A channel reps muted

  • 340 weekly posts, ~18% qualified
  • 17-hour average first response
  • 31% of leads went 24+ hrs untouched
  • No context: name, email, company — that’s it
  • Weekends were a black hole
After

A channel reps live in

  • 62 weekly posts, ~96% qualified
  • 11-minute average first response
  • 4% of leads go 24+ hrs untouched (weekend edge cases)
  • Full firmographic context + score on every post
  • Round-robin fallback for off-hours

Illustrative outcome for this engagement type.