CRM · Routing

Smart lead routing — Salesforce or HubSpot

One inbound form, two CRMs, zero manual triage. When a lead submits, the agent loads similar past leads from memory, scores deal size with Claude, and a router pushes the record into either Salesforce (with the right enterprise AE) or HubSpot (with an SMB rep), enriched with all the context the rep needs to open with.

workflow · crm routing

New lead submits the formstep 1 / 7

Try it · live sample run

Run this loop right now

Same pipeline, sample data. Pick an input, hit run, and watch what lands on the other end — this is the output your team would wake up to.

sample run · crm routersample data

Pick an inbound lead

// execution log — hit run to watch the loop work

Output lands here — leads, emails, CRM records…

Simulated run with sample data — the production loop does exactly this against your real accounts.

Stack in this flow

n8n

Form intake + branching logic

Anthropic

Claude scores deal size & fit

Postgres

Lead history memory for similar-deal lookups

Salesforce

Enterprise CRM destination

HubSpot

SMB / mid-market CRM destination

What makes it production-ready

Single source of truth

No more leads getting double-entered or lost in the gap between forms and CRMs.

Auto owner assignment

Round-robins to the right rep based on deal size, geography, or vertical.

Enrichment baked in

Each lead lands in the CRM with firmographics, similar past deals, and a 2-line agent summary.

Two CRMs, one workflow

Easy to add a third destination later — Pipedrive, Close, Attio — just another branch.

Want one built for you?

I build workflows like this end-to-end — scoping, infrastructure, agent prompt, evals, the lot.

Start a build