tr Skip to content
Try for Free
My Account Try for Free
Lead Intelligence · Growth

Route leads to the right team by company size

Leads split by stated headcount into enterprise, mid-market, and SMB paths, each alerting the correct team and CRM list. Uses a Router.

Fluent FormsFluent Forms RouterRouter SlackSlack HubSpot CRMHubSpot CRM
~12 min setup used by 736 sites
Download & Use This Workflow Browse more workflows

Free · import into FlowMattic in one click

How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

Fluent Forms → Router → Slack
6 steps
Fluent Forms
TRIGGER
Fluent Forms · New Form Submission
The workflow starts automatically when a new form submission is received in Fluent Forms. FlowMattic captures that data for the steps below.
Router
LOGIC
Router · 3 paths
The Router checks your conditions and sends each run down the matching path of 3 — Enterprise, Mid-Market, SMB — so different cases get different actions.
Slack
ACTION
Slack · Send Channel Message
On the “Enterprise” path — Slack — post or Schedule a new message to a specific #channel. Data is mapped from earlier steps; connect your Slack account on import.
HubSpot CRM
ACTION
HubSpot CRM · Create Contact
On the “Enterprise” path — HubSpot CRM — creates a Contact in HubSpot. Data is mapped from earlier steps; connect your HubSpot CRM account on import.
Slack
ACTION
Slack · Send Channel Message
On the “Mid-Market” path — Slack — post or Schedule a new message to a specific #channel. Data is mapped from earlier steps; connect your Slack account on import.
Slack
ACTION
Slack · Send Channel Message
On the “SMB” path — Slack — post or Schedule a new message to a specific #channel. Data is mapped from earlier steps; connect your Slack account on import.
Why this workflow

Built to own, not to rent

No-code setup

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Runs on your server

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Fully customizable

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

Keep exploring

Related workflows

Other ready-to-import automations from the FlowMattic library.

WPForms
AI Agent
FluentCRM
AI agent that spots duplicate leads and keeps the CRM clean
Free template
Calendly
AI Agent
ClickUp
AI agent that summarises each booked call and preps the rep
Free template
Gravity Forms
AI Agent
FluentCRM
AI agent that reads buying intent and flags the ready-to-buy ones
Free template

Ready to automate your WordPress site?

Download this workflow free, or grab FlowMattic and own every automation on your site — no per-task fees, ever.

Download Workflow See pricing