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Turn inbound lead alerts into CRM deals

Every demo request and form fill from your inbox filed as a deal in the right stage

SalesOpsEAsWeekdays at 9am and 2pm
Prompt

Twice a day, scan my Gmail for inbound lead notifications since the last run — demo requests, contact-form fills, trial signups, and replies to [your marketing emails]. For each lead, extract name, email, company, and what they asked for. Then in HubSpot, search for an existing contact or deal first. If one exists, add a note with the new context instead of creating a duplicate. If it's genuinely new, create the contact and a deal in the [pipeline name] pipeline at the [stage name] stage, with the source and their message in the deal notes. Skip obvious spam and vendor pitches. When done, list what you created versus updated versus skipped, one line each, so I can spot-check.

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