LeadsForge positive reply to HubSpot deal and Slack alert

PromptCreate

Build an agent workflow that turns a LeadsForge positive reply into a full CRM handoff so the assigned rep can act on it immediately.

Trigger: subscribe to a LeadsForge (Salesforge) outgoing webhook for the positive_reply event. The workflow should only run when that event fires. The webhook payload will include the thread id, contact info, and the sequence the reply came from.

On fire, the agent should do the following in order:

1. Call LeadsForge Get Thread using the thread id from the webhook to pull the full reply thread, the sender's name and email, the assigned mailbox or owner, and the sequence name and metadata. Use the thread body to reason about what the prospect actually said.

2. Look the prospect up in HubSpot using Get Contact with idProperty=email. If they do not exist, use Create Contact to add them with the name and email from the LeadsForge thread. If they already exist, reuse that contact id.

3. Use HubSpot Create Deal to open a new deal associated with that contact. Name the deal after the prospect and the sequence, stamp a custom source property with the LeadsForge sequence name, and drop it into the pipeline and initial stage the user specifies at setup time.

4. Use HubSpot Create Task to create a follow-up task associated with the same contact and deal, assigned to the LeadsForge sequence owner. Read the reply and pick one of three intents, and tune the task subject and due date to match:

- Booking intent (the prospect wants a call or a demo): task subject like "Book a call with <name>", due today or same business day.

- Question (the prospect is interested but wants information first): task subject like "Reply to <name> with <topic>", due within one business day.

- Soft not-yet (positive but wants to reconnect later): task subject like "Nurture <name> - not ready yet", due at the reconnect date the prospect mentions, or three business days out if unspecified.

5. Post a Slack Send a Message to the deals channel the user nominates at setup time. The message should include: the prospect name and company, a one to two sentence summary of what they said, the classified intent (booking, question, soft not-yet), the sequence name, the number of prior touches in the thread, the rep assigned, and a link to the newly created HubSpot deal. Format it with Slack mrkdwn so it is easy to scan.

Setup inputs the user should be asked for: the target HubSpot pipeline id and initial deal stage, the Slack channel id for alerts, and optionally an override for how soon booking-intent tasks are due.

Guardrails: if the contact lookup fails for any reason other than not-found, log and skip contact creation rather than duplicating. If any HubSpot write fails, still post the Slack alert with what was gathered so the rep is not silently blocked. Use idempotent lookups so a redelivered webhook does not create duplicate deals for the same reply thread.

What does this prompt do?

Watches LeadsForge for positive replies and reads the full email thread so the alert has real context, not just a name and email.
Finds the prospect in HubSpot by email, or creates them if this is the first touch, then opens a new deal stamped with the LeadsForge sequence as the source.
Creates a HubSpot follow-up task tuned to the reply: a booking intent gets a same-day call task, a question gets a reply task, a soft not-yet gets a nurture reminder.
Posts a summary in your chosen Slack deals channel with the prospect quote, sentiment, prior touches, and a direct link to the new HubSpot deal.

What do I need to use this?

A LeadsForge (Salesforge) workspace with outgoing webhooks you can subscribe to positive replies.
A HubSpot login with permission to create contacts, deals, and tasks.
A Slack workspace and the channel your team uses for deal alerts.

How can I customize it?

Point the Slack alert at a different channel, or route booking intents to a different channel from soft replies.
Change the follow-up window on the HubSpot task (same day, one business day, three days) based on how fast your team responds.
Adjust which HubSpot pipeline and deal stage new deals land in so they slot into your existing funnel.

FAQs

What counts as a positive reply?

LeadsForge tags replies with a sentiment classification and fires a positive_reply webhook when the prospect shows real interest. The workflow only runs when that specific event fires, so cold or negative replies are ignored.

What happens if the prospect is already a contact in HubSpot?

The workflow looks the contact up by email first. If they exist, it reuses that record and attaches the new deal and task to it. Only truly new prospects get a fresh contact created.

Can I use this with Salesforge instead of LeadsForge?

Yes. LeadsForge and Salesforge share the same webhook system and API key, so the same setup catches positive replies from either product.

How do I change which Slack channel gets the alert?

Tell the workflow which channel to post in when you set it up. You can also split alerts across channels by sentiment or by which sequence the reply came from.

Will the follow-up task be assigned to the right rep?

Yes. The workflow reads the assigned owner from the LeadsForge sequence and mirrors that person as the task assignee in HubSpot.

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