# How we route inbound leads to the right rep The lead-routing agent we run on Kortix — every 15 minutes it scores each new HubSpot lead, assigns it to the right rep by territory, segment, or round-robin, and notifies the rep in Slack, flagging anything ambiguous for a human instead of guessing. Canonical page: https://kortix.com/use-cases/lead-routing A new inbound lead is worth the most in the first few minutes after it lands. Every minute it sits unassigned is a minute a rep isn't calling it, and the minute it does get routed still depends on someone checking the queue, knowing which territory owns which region, and remembering whose turn it is in the rotation. That's a lot to ask of a manual process running every fifteen minutes, all day. We run a lead-routing agent on Kortix that does exactly that check, every 15 minutes: read HubSpot for new leads, assign each one to the right rep, notify them in Slack, and flag anything it can't confidently route for a human. It never deletes or merges a lead — assignment and notification are the only actions it takes. - **Team:** Kortix - **Runs on:** Cron, every 15 minutes - **Connected systems:** HubSpot · Slack - **Mode:** Fresh session · assigns + notifies, never deletes or merges ## The problem Routing rules live in more than one place: territory boundaries by region, segment specialists by company size or industry, and a round-robin pool for whatever's left over. A rep checking the lead queue has to hold all of that in their head, get it right every time, and still do it fast enough that the lead is still warm when the notification lands. The common fallback is a static routing workflow inside the CRM — a fixed if/then chain that breaks the moment a territory is split, a rep goes on leave, or a lead doesn't cleanly fit one bucket. Those leads get stuck in a queue, silently misrouted to whoever built the workflow's default, or followed up on days later once someone notices. None of that is fast, and none of it flags the leads that most need a human's judgment. ## What we built On Kortix, a cron fires an agent every 15 minutes. It spawns a fresh session with scoped access to HubSpot, reads every new inbound lead that hasn't been routed yet, scores it for intent, matches it against the territory and segment rules, and falls back to whichever rep in the round-robin pool has taken the fewest leads so far this week. It assigns the HubSpot owner, posts a notification to the rep's Slack channel, and calls out anything high-intent so it gets worked first. A lead it can't confidently route — missing territory data, no segment match, a genuine tie — goes to a separate Slack channel for a human to assign by hand. It never deletes or merges a lead. ## How it works ### Run on a 15-minute cron A **cron trigger** fires the agent every 15 minutes. Each firing spawns a fresh **session** in its own sandbox — there's no persistent process and no local ledger. The HubSpot record itself is the memory: a routing-status property marks a lead as handled, so the next sweep only looks at what's genuinely new. ### Give the agent the routing rules The territory map, the segment-to-specialist mapping, and the round-robin pool live as a **skill** and **memory** that travels with the agent, not as a workflow buried in the CRM. When territories get redrawn or a rep joins the rotation, we update the skill and the very next sweep routes against the new rules — no CRM workflow to rebuild. ### Connect HubSpot and Slack Through a scoped **connector**, brokered server-side so no raw token reaches the model, the agent: - **Reads new leads from HubSpot** — lifecycle stage, region, company size, industry, title, and engagement signals. - **Writes the owner and a routing-status marker back to HubSpot** — the only writes it makes, and never a delete or a merge. - **Posts to Slack** — an assignment notification to the rep, a distinct flag for high-intent leads, and a separate escalation post for anything it can't confidently route. ### Set the guardrails The agent assigns and notifies strictly per the routing rules. It never deletes or merges a lead record under any circumstance, and it never guesses an owner for a lead that's ambiguous or doesn't match the rules — that lead goes to a human instead. Credentials are encrypted in the Secrets Manager and injected at runtime, scoped to the agents you grant them to. ### Assign, notify, and escalate With that in place, every 15 minutes brings one pass over the new-lead queue: each lead lands on the right rep's desk with the reason it was routed there, high-intent leads are called out so they get worked first, and anything genuinely ambiguous waits in a separate channel for a human to assign. No lead sits unrouted for more than one cycle without someone knowing why. > **The pattern** > A 15-minute **cron** spawns a fresh session with scoped **connector** access > to HubSpot and a **channel** into Slack. The territory, segment, and > round-robin rules live as **skills** and **memory**. The agent assigns and > notifies exactly per those rules, and hands anything it can't confidently > route to a human. ## Guardrails The agent writes to the lead record, so its write access is narrow and its escalation path is explicit: - **Never delete or merge.** The agent can set a lead's owner and a routing-status marker. It cannot delete a lead, merge two records, or touch any other field, no matter how confident the routing rules are. - **Ambiguous means human, not a guess.** A lead with no territory match, no segment match, and no clean tiebreak in the round-robin pool is flagged in a dedicated Slack channel for a person to assign. The agent never invents a fallback owner. - **Scoped secrets.** The HubSpot credential is encrypted in the Secrets Manager and injected into the sandbox at runtime, scoped to the agents you grant them to. - **Everything is code.** The territory map, segment rules, round-robin pool, and intent-scoring criteria are files in the repo, versioned and changed through a reviewed **change request** rather than a CRM workflow builder. ## The outcome - **Every 15 min:** Sweep of the new-lead queue, all day - **0:** Leads deleted or merged by the agent — ever - **3-way routing:** Territory, segment, and round-robin in one pass Leads that used to sit in a queue waiting for someone to notice now land on the right rep's desk within 15 minutes, tagged with why they were routed there and whether they need to be worked first. The agent assigns and notifies; a human still owns every lead it can't confidently place.