This is a great fit for a triggered automation. One thing I want to get right up front: how do you want leads routed — round-robin within a segment, by territory, or by named-account ownership? And should I enrich every lead, or only ones that pass a basic fit bar to save enrichment spend?

Route by territory, fall back to round-robin if there's no owner. Enrich everything — we'd rather spend the credits than misroute. And there's a hard rule: nothing with PII can land in a shared Slack channel.

Understood. I'll DM the owning rep directly rather than a channel, and I'll add a PII guardrail that inspects every brief before it posts. Let me build the pipeline.

The pipeline now routes a single lead end to end. Before you trust the scoring, I'd backtest it against last month's inbound and compare my routing to what the team actually did. Run it?

Do it. Backtest the last 30 days and show me specifically where you'd disagree with how we routed.

That's better than our manual pass. Turn it on live for all inbound.

Liveagent · inbound-routing

Inbound Routing & Enrichment Agent

On HubSpot lead create

New lead

Enrich + backfill

Score fit/intent

Route + Slack brief

Triggered on HubSpot create · PII check on every Slack post

Live. Inbound now lands enriched, scored, and routed in seconds, with a ready-to-work brief in the rep's Slack. Morning triage is gone. Details in the report.