When LoneScale returns a workflow result, create a contact in HubSpot CRM, add a Todoist follow-up task, and notify Slack
When LoneScale captures the results of one of its workflows, FlowMattic creates a HubSpot contact, adds a follow-up task in Todoist and posts a message to a Slack channel.
LoneScale
HubSpot CRM
Todoist
Slack4 steps Setup ~8 min Used on 2.9k sites Free to import
What this workflow does
LoneScale surfaces leads from its own workflows, but a signal only helps if someone acts on it. This template turns each LoneScale result into three things your sales team will see: a contact in the CRM, a to-do for the person who follows up, and a heads-up in the team channel.
The LoneScale trigger fires when the results of a LoneScale workflow are captured, and passes that data to the next steps. The HubSpot CRM step creates a contact from it. A Todoist step then creates a task, and a Slack step posts a message to the channel you pick.
All three actions ship unmapped. After import you map the lead's email and name into HubSpot, write the Todoist task text, and write the Slack message with the details your team needs, such as the person's name, company and why LoneScale flagged them.
HubSpot's Create Contact only creates. If the email already belongs to a contact, HubSpot may refuse the request, and the run's Task History entry shows the reply it sent. Run one LoneScale result through before going live and check each step's output.
Job-change signals for account executives
LoneScale flags a champion who moved to a new company. The rep gets a HubSpot contact, a Todoist task to reach out and a ping in the #sales channel.
Hiring signals into the outbound queue
A startup tracks companies hiring for roles it serves. Each LoneScale result lands in HubSpot and becomes a Todoist call task for the SDR on duty.
Team visibility on new leads
A small sales team posts each LoneScale lead in a shared Slack channel, so whoever has time can claim it from the Todoist list.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
LoneScale Workflow ResultsFires when LoneScale captures the results of one of its workflows. The result data, such as the person and company LoneScale found, is passed to HubSpot, Todoist and Slack.
- HubSpot CRM Create Contact
Adds the lead LoneScale found to HubSpot CRM as a new contact. This step ships unmapped: connect HubSpot and map the lead's email address, name and company from the LoneScale result.
- Todoist Create Task
Adds a task in Todoist so someone follows up on the lead. After import, choose where the task goes and write it, mapping in the contact's name or company so the task says who to call.
- Slack Send Channel Message
Posts a message to a public Slack channel you choose. Write the text after import and map in the LoneScale details, such as the person's name and the signal that flagged them.
What you need
- FlowMatticCore
- LoneScale AccountAccount
- HubSpot CRM AccountAccount
- Todoist AccountAccount
- Slack AccountAccount
After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.
Make it yours
Changes worth making after you import it.
- Put a Filter between the LoneScale trigger and the HubSpot step that continues only when the result has an email address, so every run creates a usable contact.
- Use Slack's Send Private Channel Message action instead if your sales channel is private, or Send Direct Message to notify one rep.
- Add a due date or priority wording to the Todoist task text so reps can sort the follow-ups. Check a test run to see what the step lets you set.
Questions about this workflow
What if the LoneScale lead is already a HubSpot contact?
HubSpot's Create Contact action never merges into an existing record, so a lead whose email HubSpot already holds may be turned away. Open that run in Task History to read HubSpot's answer.
Do I need accounts for LoneScale, HubSpot, Todoist and Slack?
Yes. Each step connects to its own app, so you need a LoneScale account sending results to FlowMattic and connections for HubSpot CRM, Todoist and Slack.
Which LoneScale data shows up in the Slack message?
Only what you map. The message is empty in the template, so trigger a LoneScale result first, then pick the fields you want from it while writing the text.
Does each LoneScale result create its own Todoist task?
Yes. Every captured result starts a run, and each run creates one HubSpot contact, one task and one Slack message.
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