New Lead Welcome Flow

TL;DR

This runbook detects new leads created in HubSpot and automates their welcome journey by syncing them to Mailchimp, tagging them, and notifying the marketing team in Slack.

Who is this for?

Growth marketers, sales development reps, and marketing operations teams who want consistent and fast engagement with new inbound leads.

What problem does this solve?

Manual lead handling results in delays and inconsistent outreach. This automation ensures every lead is welcomed, logged, and visible to the team.

Solves:

• Missed outreach opportunities
• Manual Mailchimp syncing
• Lack of visibility into lead inflow

What this workflow accomplishes

• Listens for newly created HubSpot contacts
• Adds them to a specific Mailchimp audience
• Tags them with “new-lead”
• Notifies the team in Slack with lead details

Integrations

This runbook uses the following integrations:

• HubSpot Agent: Detects new contacts in HubSpot CRM.
• Mailchimp Agent: Adds the lead to a list and applies lead tags.
• Slack Agent: Notifies the team with lead details.

Setup

• HubSpot:

  • API token with crm.objects.contacts.read
  • HubSpot Agent installed

• Mailchimp:

  • List/Audience ID
  • API key with permission to manage members
  • Mailchimp Agent installed

• Slack:

  • Bot token with chat:write permissions
  • Slack Agent installed

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Runbook Template