Sync High-Intent Accounts to HubSpot & Auto-Assign to Your Sales Team

Play 1: Automate High-Intent Account Assignments in HubSpot

Leverage HubSpot workflows to automatically enroll, assign, and notify your sales team about high-intent accounts surfaced in Reo.Dev—ensuring timely outreach and maximized conversion potential.

Step 1: Sync Segment to HubSpot

• In Reo.Dev → Segments, locate the newly created segment.
• Click on the HubSpot icon next to the segment name and select 'Send to Hubspot'.

• Confirm the sync in the popup window.
• Wait 15-30 seconds for confirmation.
• The HubSpot icon turns green once synced successfully.

🔹 Note: Large segments may take 15 minutes to 24 hours to sync in HubSpot.

Step 2: Create a HubSpot Workflow

1) Set Up the Workflow

• Go to HubSpot → Automations → Workflows.
• Click "Create Workflow" → Select From Scratch.
• Choose "Company-Based Workflow" → Click Next.
• Assign a descriptive name & description for the workflow.

2) Define Enrollment Criteria

• Click Trigger Enrollment for Companies → Select "When criteria is met".
• Click "Add Filter" → Company Properties.

• Search “REO: Segment Name” and select it.

• Search & select the synced segment from the dropdown.

• Click Save.

3) Assign Accounts Automatically

• Click the “+” icon → Select CRM Actions.
• Choose Rotate Record to Owner.

• Keep default "Company Owner" property.
• Choose Rotate Between Specific Users or Teams:
  • Option 1: Assign to specific sales users.
  • Option 2: Assign to a sales team.

• Click Save.

📌 Tip: Adjust the workflow to fit your sales process.

Step 3: Configure Workflow Settings

1) Enrollment Settings

• Decide whether to enroll existing companies immediately or only new ones.
• Recommendation: If fewer existing companies match criteria, enroll immediately.

2) Timing & Performance Settings

• Configure workflow run times (e.g., within working hours).
• Set review notifications for threshold alerts.

3) Final Review & Activation

• Review workflow connections (Lists, Emails, Forms, etc.).
• Check Name, Description, Permissions.
• Click Turn on Workflow.

🔹 Best Practice: Keep default settings unless your team requires specific modifications.

Play 2: Optimize Your Workflow with Actionable Sales Plays

To increase sales efficiency, implement these additional plays:

Create a Task in HubSpot for Sales Team

1) Add Task Creation Step

• Click “+” in the workflow.
• Go to HubSpot → CRM → Create Task.

2) Configure Task Settings

• Task Name → “Review Account Activity & Assess Outreach”.
• Type → To-do.
• Priority → High.
• Assign to → Specific sales rep.
• Due Date → (Customize as needed).

• Notes → Add Reo.Dev insights for quick context in the Task Notes:
  • Reo: Account Link
  • Reo: Account Summary
  • Reo: Developer Activity Score
• Click Save.

📌 Tip: Adjust due date, priority, and reminders based on your workflow needs.

Preview of Task with Notes:

Send Slack Notifications for Real-Time Alerts

1️⃣ Prerequisite: Connect Slack with HubSpot

• Follow this guide to enable Slack integration in HubSpot.

2️⃣ Configure Slack Notification

• Click “+” in the workflow.
• Select Slack → Send Slack Notification.
• Choose User or Channel to notify.
• Include Company Owner (optional).
• Click Save.

💡 Benefit: Sales reps instantly receive updates on high-intent accounts.