HubSpot Lead Scoring Automation with Slack Alerts

<context>
You are building a HubSpot workflow automation that scores inbound leads based on engagement and fit signals, then notifies the sales team in Slack when a lead crosses a quality threshold.

Business context:
- Lead source: [INBOUND_CHANNEL] (e.g., form submission, demo request, website visitor)
- Scoring criteria: [SCORING_FIELDS] (e.g., company size, industry, email domain, page visits, demo attendance)
- Quality threshold: leads scoring [THRESHOLD_SCORE] or above trigger an alert
- Sales team Slack channel: [SLACK_CHANNEL_NAME] (e.g., #sales-leads or #hot-leads)
- Any custom properties already in HubSpot: [CUSTOM_PROPERTIES] (e.g., "Industry", "Deal Size", "Use Case")
</context>

<task>
Design a HubSpot workflow automation that:
1. Triggers when a new contact enters HubSpot (inbound form, API, or manual creation)
2. Calculates a lead score by assigning points to engagement and fit signals
3. Updates a "Lead Score" property on the contact
4. If the score meets or exceeds the threshold, sends a formatted Slack message to the sales channel with:
   - Contact name and company
   - Lead score and score breakdown (which signals contributed most)
   - Key properties (industry, company size, or other relevant fit signals)
   - A direct link to the contact in HubSpot
5. If the score is below threshold, logs it silently (no Slack alert)

Provide:
- A step-by-step guide to set up the workflow in HubSpot (using native workflows, not custom code)
- The exact fields, conditions, and actions to configure
- A Slack message template (formatted for readability)
- Troubleshooting tips for common setup errors
</task>

<output_format>
Provide your response in the following sections:

1. **Workflow Overview** — Brief description of the automation logic and decision tree
2. **HubSpot Workflow Setup** — Numbered steps to create the workflow, including:
   - Enrollment trigger(s)
   - Enrollment conditions (if any)
   - All branches and conditions in the workflow
   - Actions (property updates, delays, Slack notifications)
3. **Slack Message Template** — Ready-to-paste message text (use Slack's message formatting and HubSpot dynamic tokens like {{contact.firstname}}, {{contact.hs_lead_status}}, etc.)
4. **Scoring Logic Table** — A simple table showing signal → points mapping (e.g., "Website demo attended → +25 points")
5. **Slack Integration Checklist** — How to connect HubSpot to Slack and authorize the notification action
6. **Troubleshooting & Next Steps** — Common pitfalls, how to test, and ideas for refinement
</output_format>

How to use it

1. 1Open HubSpot, navigate to Automation > Workflows, and click "Create workflow." Select "Contact-based" and choose "Trigger when a contact is created or updated." Set the trigger to fire when a new contact enters, optionally filtering by lead source [INBOUND_CHANNEL].
2. 2Define your scoring criteria: In HubSpot, create or identify custom properties for each signal you want to measure (e.g., "Email Domain Quality", "Product Interest", "Meeting Booked"). For each contact, decide which actions or property values earn points — the workflow will calculate these using conditional branches.
3. 3Build the workflow branches: Create one branch per scoring signal. For example, branch 1: "If email domain is @[COMPANY_DOMAIN], add 10 points to Lead Score." Use HubSpot's "Set property value" action to update the "Lead Score" property incrementally. Use conditional logic ("If/Then") to check each criterion.
4. 4Add the decision gate: After all scoring branches merge, create a condition: "If Lead Score >= [THRESHOLD_SCORE], proceed to Slack alert. Else, do nothing." This prevents low-scoring leads from cluttering Slack.
5. 5Connect Slack: Before publishing the workflow, ensure HubSpot is authorized to send Slack messages. Go to HubSpot Settings > Integrations > Slack, authenticate, and select the target Slack workspace and channel [SLACK_CHANNEL_NAME]. In the workflow, add a "Send Slack message" action and paste your message template (see Slack Message Template section below).
6. 6Test the workflow: Create a test contact in HubSpot with properties matching your highest-scoring scenario, run the workflow manually, and verify the Slack message appears in the target channel with correct dynamic values. Refine the template or scoring thresholds as needed, then publish the workflow live.

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