lead-routing
claude-office-skills4k installs
Route sales leads to reps with room to respond.
What it does
Assigns sales leads to suitable representatives using lead scores, territory rules, availability, and workload limits.
When to use it
Use when a sales lead needs to be routed to a representative.
How to use it
Give it a lead's details; it assigns an owner in HubSpot, creates a follow-up task, and notifies the owner.
What you provide
- the lead's details
Uses
CL
ZO
Good to know
- cannot be undone: HubSpot; Slack
Latest review
What you need · 6
Declares the crm-mcp server with owner-assignment, routing, and enrichment tools.
Requires access to a HubSpot account where contact ownership, lead properties, and follow-up tasks can be updated.
Access · 6
This skill
HubSpot
Write
Updates leads in HubSpot (irreversible)
Slack
Write
Sends lead details through Slack (irreversible)