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Marketing & sales

From website lead to sales rep

How one team described it:
“A lead fills in the form on our website. LinkedIn enriches the company data, HubSpot scores it, good leads go to a sales rep, who gets a Slack ping and replies within 24 hours.”
  • Webflow
  • LinkedIn
  • HubSpot
  • Slack
  • Gmail
  • Google Meet
6 run on their own2 stay with people

Typically saves 5–8 h a week

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Marketing & salesFrom website lead to sales rep
Process description
Trigger
A visitor submits the contact form on the website
Outcome
Every good lead has an owner and a first email within 24 hours.
Tools
WebflowLinkedInHubSpotSlackGmailGoogle Meet
Steps
  1. 1
    Capture the lead from the formMarketing, tool Webflow
    Can be automated
  2. 2
    Enrich company dataMarketing, tool LinkedIn
    Can be automated
  3. 3
    Score against the ideal customerMarketing, tool HubSpot
    Can be automated
  4. 4
    Review borderline leadsMarketing, tool HubSpot
    Stays with a person
  5. 5
    Assign to a sales repHead of sales, tool HubSpot
    Can be automated
  6. 6
    Notify the sales repSales rep, tool Slack
    Can be automated
  7. 7
    First email within 24 hoursSales rep, tool Gmail
    Can be automated
  8. 8
    Qualification callSales rep, tool Google Meet
    Stays with a person

Want this process in your company?

Make this process yours

Orbox starts from this example and asks how your team does it.

No developer? Work with an Orbox Partner

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