Use casesIntake

Route every inbound lead to an owner within a minute

Mitra routes each inbound lead the moment the form is filled, so nobody waits for a morning sweep. The agent adds the company details the form did not ask for and creates the HubSpot contact and deal. It assigns an owner by your rule and posts the lead to Slack.

Runs: On every form fill
Used by: Marketers · Sales

The prompt

When someone fills in my Typeform, look up their company and create the HubSpot contact and deal. Assign an owner by territory and post it to #inbound.

Typeform

HubSpot

Slack

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What the agent actually does.

Wake on the form fill
The agent starts as soon as Typeform records a response, so the lead is handled while the person is still there.
Fill in what is missing
The agent identifies the company behind the email domain and adds the industry, rough size and region.
Create the HubSpot record
The contact and its deal are created together, with the form answers in the fields your team reports on.
Assign an owner by rule
Territory first, then company size, or whichever rule you described, so the pipeline is right before anyone opens it.
Post it with the owner tagged
The lead goes to #inbound with what they asked for and who owns it, so the first reply comes from a person.

Make it yours.

For teams where inbound sits in a form until somebody checks, and the first reply lands hours after the person moved on. Change any of this by saying so — there is nothing to rewire.

Route by the product they asked about instead of by territory.
Message the assigned rep directly rather than a shared channel.
Skip anything with a free email address, or send those elsewhere.

Questions, answered.

How fast does Mitra pick up a new form submission?

Mitra starts the run on the submission itself rather than on a schedule, so a lead is enriched, created in HubSpot and posted to Slack within about a minute. Nothing waits in a queue until the next sweep, and you can read each run back to see the timing.

Can Mitra assign leads to reps by territory?

Yes. You describe the rule in plain English and Mitra assigns the owner in HubSpot before anyone sees the lead. Territory, company size, product interest or a round robin all work, and you can combine them or change the rule later by telling Mitra the new one.