Route positive Saleshandy replies into HubSpot and Slack
Every 30 minutes, catch new positive replies in your Saleshandy inbox, create the HubSpot contact, and ping your sales channel in Slack.
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.
Additional information
What does this prompt do?
- Watches your Saleshandy unified inbox every 30 minutes for fresh replies from prospects.
- Uses judgment to separate real buying signals from out-of-office replies, unsubscribes, and clear passes.
- For every positive reply, creates or updates the prospect in HubSpot as a sales-qualified lead and saves the reply excerpt as a note on the contact.
- Pings your sales Slack channel with the prospect, their company, a one-line summary, and a link back to the thread so a rep can jump on it fast.
What do I need to use this?
- A Saleshandy account with the unified inbox in use.
- A HubSpot account where new sales-qualified leads should appear.
- A Slack workspace and the channel your sales team watches.
How can I customize it?
- Change how often the check runs, for example every 15 minutes during business hours or once an hour overnight.
- Swap the Slack channel, or tag specific reps when a reply comes in from a high-value domain.
- Tune what counts as positive, for example only alert when someone explicitly asks for a meeting or pricing.
Frequently asked questions
Will this create duplicate contacts in HubSpot if the prospect already exists?
What happens to out-of-office replies and unsubscribes?
Can I run this more often than every 30 minutes?
Do I need to write rules for what counts as positive?
Does this reply to the prospect on my behalf?
Related templates
Never let a hot reply sit in a shared inbox again.
Connect Saleshandy, HubSpot, and Slack once, and Geni checks for positive replies every 30 minutes.