Daily Klaviyo to HubSpot hot lead handoff with Slack outreach drafts

Every weekday at 9am, hand off new high-intent buyers from Klaviyo to my sales team in HubSpot, with a personalized outreach draft posted to Slack. Build this as an agent on a cron trigger.

Step 1, pull the candidates. Call Klaviyo Get Profiles for Segment against the high-intent segment I configure (for example Repeat Cart Abandoners or Pricing Page Viewers). Keep only profiles whose segment join timestamp is within the last 24 hours so we are not re-handing off yesterday's people.

Step 2, understand each one. For every qualified profile, call Klaviyo Get Events to pull their recent events such as Started Checkout, Viewed Product, and Active on Site. Use these to figure out the behaviors that actually triggered them, ranked by recency and intent.

Step 3, sync to HubSpot. For each profile, call HubSpot Search Contacts by email. Skip anyone already tagged as a customer (for example lifecycle_stage of "customer" or whatever convention I tell you to use) so existing accounts are not pestered. For the rest, call HubSpot Batch Upsert Contacts to either create them or set lifecycle_stage to "marketingqualifiedlead" and lead_status to "hot". Then call HubSpot Create Note on each contact summarizing the Klaviyo signals: which segment they joined, when they joined it, and the top three recent behaviors.

Step 4, alert the sales team. Post one consolidated message to a #sales channel using Slack Bot Send a Message. For each new hot lead include their name, email, the behavior that triggered them, a two-sentence personalized outreach draft the rep can copy-paste, and a deep link to the HubSpot contact. If zero profiles qualified, post a short "no new hot leads today" note so the channel knows the workflow ran.

Use the Klaviyo integration, the HubSpot integration, and the Slack Bot integration. The segment id, the Slack channel, the customer-skip rule, and the HubSpot owner assignment should all be configurable when I set this up.

Additional information

What does this prompt do?

Picks up brand-new high-intent shoppers from a Klaviyo segment you designate, not the ones already sitting in it.
Reads each person's recent Klaviyo behavior so the handoff includes what they actually did, like a checkout start or a pricing page visit.
Pushes every qualifying lead into HubSpot as a marketing qualified, hot lead with a short behavior note your reps can read at a glance.
Posts a single Slack digest in your sales channel with names, the trigger behavior, a two sentence outreach draft per lead, and a deep link to the HubSpot contact.
Skips anyone already tagged as a customer in HubSpot so existing accounts are not pestered, and posts a quick "no new hot leads today" note when the queue is empty.

What do I need to use this?

A Klaviyo account with a high-intent segment defined, for example Repeat Cart Abandoners or Pricing Page Viewers.
A HubSpot account with permission to view, create, and update contacts and to add notes.
A Slack workspace and a sales channel ready to receive the daily summary.
A clear convention for which HubSpot field marks someone as a customer so existing accounts can be skipped.

How can I customize it?

Swap the Klaviyo segment that defines high intent for your business, or watch more than one segment at once.
Change the run time, the frequency, or the Slack channel and tag specific reps or regional owners in the message.
Tune the HubSpot update, including the lifecycle stage, lead status, owner assignment, and which contacts count as existing customers to skip.
Reshape the outreach draft style, length, or tone so it matches how your reps actually talk to buyers.

Frequently asked questions

What counts as a high-intent buyer?

Whatever your chosen Klaviyo segment says. The workflow uses the segment you point it at as the source of truth, so common choices include repeat cart abandoners, pricing page viewers, or anyone in a high ROI segment Klaviyo has flagged.

What happens if nobody qualified that day?

It still posts a short "no new hot leads today" note in your sales channel so the team knows the workflow ran and the silence is intentional, not a bug.

Will this overwrite my existing HubSpot contacts?

No. It looks each person up first. New people are created, known people get their lifecycle stage and lead status updated and a fresh behavior note attached. Anyone already marked as a customer is skipped entirely.

Can I send the digest to multiple Slack channels or DM specific reps?

Yes. You can change the channel, post to more than one, or route leads to the owner's DM. Tell the workflow how you want it split when you set it up.

Does it have to run every weekday at 9am?

No, that is just the default. You can change the schedule to mornings only, twice a day, or any cadence that matches how often your reps actually work the queue.