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996 B
996 B
Example Final Report
Summary
A workflow named Lead Intake and Triage was created to receive incoming lead data, score urgency using AI, send high-priority leads to Slack, and store all leads in HubSpot.
What was created
- Webhook trigger for incoming lead payloads
- Validation step for required lead fields
- AI scoring and summarization step
- Conditional branch for hot leads
- Slack notification for hot leads
- HubSpot create/update action
- Generic failure notification path
Assumptions used
- Lead uniqueness is based on email
- Slack notifications are required only for hot leads
- Missing optional fields do not block processing
Manual setup still required
- Connect OpenAI credentials
- Connect Slack credentials
- Connect HubSpot credentials
- Review final field mappings for HubSpot properties
How to test
- Send a sample payload to the webhook
- Confirm the AI score is produced
- Verify hot leads appear in Slack
- Verify the record is stored in HubSpot