Route positive Saleshandy replies into HubSpot and Slack

By General Input

Every 30 minutes, catch new positive replies in your Saleshandy inbox, create the HubSpot contact, and ping your sales channel in Slack.

Integrations

  • Saleshandy
  • HubSpot
  • Slack

Type

Agentic Task

Categories

  • Sales

Build me an agent workflow that runs on a cron every 30 minutes and turns positive replies in my Saleshandy unified inbox into HubSpot contacts and Slack alerts. Saleshandy is the anchor integration.

On every run, use Saleshandy's Get Email List to fetch recent replies from the unified inbox (filter to inbound replies since the last run, or the last 30 to 45 minutes if there is no prior state). For each reply, look up the sending prospect via Saleshandy's List Prospects (match on the reply's from-address) so the agent has the prospect's name, company, sequence context, and current stage.

Classify each reply as positive, neutral, or negative using the agent's own judgment. Explicitly skip anything that reads like an out-of-office auto-responder, an unsubscribe or removal request, or a hard no. Treat as positive: interest signals, meeting requests, pricing or demo questions, forwarded to a colleague, and clearly warm follow-ups. When in doubt, lean neutral rather than positive.

For each reply classified as positive, do both of the following:

1) In HubSpot, use Batch Upsert Contacts keyed on email to create or update the contact. Set the lifecycle stage to sales-qualified lead (sql). Populate first name, last name, and company from the Saleshandy prospect record when available. Then use HubSpot's Create Note to attach a note to that contact containing a short excerpt of what the prospect wrote (2 to 4 sentences), plus the date received.

2) In Slack, use Send a Message to post into a designated sales channel (make the channel a configurable input, default to something like #sales-replies). The message should include the prospect's name and company, a one-sentence summary of what they said, the classification reason in a short line, and a link back to the Saleshandy unified-inbox thread so a rep can reply from there.

For neutral or negative replies, do nothing beyond logging the decision and the reason. Do not create HubSpot contacts, do not post to Slack, and never auto-reply to the prospect. A human still writes the actual response from Saleshandy.

Guardrails: dedupe within a single run so the same reply is never processed twice; if the HubSpot contact already exists, upsert rather than create; if the Slack post fails, retry once and then log; never advance lifecycle stages backward (only move to sales-qualified lead if the contact is currently at a lower stage).

Inputs the workflow should expose: the Slack channel to post into, the HubSpot lifecycle stage value to set (default sales-qualified lead), and an optional plain-English override for what counts as positive so the sales lead can tune the bar without editing the workflow.

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