Text sales reps the second a hot HubSpot lead arrives

By General Input

When a qualified lead lands in HubSpot, text the assigned rep a punchy briefing so they can call before the lead goes cold.

Integrations

  • HubSpot
  • Twilio

Type

Agentic Task

Categories

  • Sales

Build me an agent workflow that texts the assigned sales rep the second a hot lead lands in HubSpot, so they can call before the lead goes cold.

Trigger: a HubSpot webhook that fires on contact.creation and on contact.propertyChange for the lifecyclestage property. The agent should only proceed when the contact qualifies as hot. Default rule: lifecyclestage is one of marketingqualifiedlead, salesqualifiedlead, opportunity, or customer. If a hubspotscore property exists on the contact and is above 50, also let it through even on plain creation. Otherwise stop and do nothing so reps do not get spammed on every form fill.

When a qualifying contact comes in, use HubSpot's Get Contact operation to pull firstname, lastname, email, company, jobtitle, lifecyclestage, hs_lead_status, hs_analytics_source (lead source), hubspotscore, and the latest contact notes. Then use HubSpot's Get Owner operation against the hubspot_owner_id to resolve the assigned rep's first name, last name, and mobile phone.

If there is no assigned owner, skip the SMS and instead leave a HubSpot note flagging that the lead arrived unassigned. If the owner has no mobile phone on their HubSpot user record, also skip and leave the same kind of note so a human can fix it.

Draft a single SMS under 320 characters in plain text (no links, no markdown). It must include: the rep's first name, the lead's first name and company, the lead's job title, the source if known, one short reason they look qualified (title seniority, named account, or score), and one suggested opening line the rep can paraphrase. Example shape: "Hey Sam, hot lead just hit HubSpot. Priya Rao, VP Ops at Northwind. Came in via demo request, scored 78. Try: 'Saw your demo request, free for a 10-min call today?' Call her now."

Send the SMS through Twilio's Send a Message operation, From your configured Twilio number, To the rep's mobile phone in E.164 format. If Twilio returns a delivery error (invalid number, unsubscribed, etc.), capture it so the next step can record it.

After sending, use HubSpot's Create Note operation to associate a note with the contact. The note body should record the timestamp the rep was paged, which rep was texted, the phone number used, and the actual SMS body that was sent. If the Twilio send failed, the note should say so and include the error reason instead.

Keep the agent's instructions tight: one decision (is this lead hot?), one lookup (contact + owner), one draft (SMS body), one send (Twilio), one log (HubSpot note). Do not call any other tools. Do not modify the contact or change its lifecycle stage. Do not text anyone other than the assigned owner.

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