What does this Make.com template do?
When a demo request lands in HubSpot, this Make.com blueprint enriches the company, reads employee count, and assigns the contact owner plus Slack alert to the correct pod — enterprise AE (500+), mid-market (50–499), or SDR (<50). Stops demo leads from sitting in a shared inbox while reps argue over territory.
What's included
- Make.com blueprint JSON (router + enrichment branch)
- Employee count threshold map
- Slack channel IDs placeholder sheet
- HubSpot owner assignment logic notes
Common use cases
- B2B SaaS inbound — Route self-serve vs sales-assist demos without manual triage.
- Agency new business — Send enterprise logos to partners; smaller deals to BDR pool.
- Post-ad campaign spikes — Keep Meta Lead Ads demos from overwhelming one rep.
How to import into Make.com
- 1
Download the blueprint JSON
Use the Download Template button and open the file from the email we send you.
- 2
Import in Make.com
Make.com → Scenarios → Create a new scenario → ⋮ menu → Import Blueprint → select the JSON file.
- 3
Connect apps & credentials
Open each module and authenticate the apps listed in the prerequisites section.
- 4
Map fields and variables
Replace placeholder sheet columns, webhook URLs, or filter values with your account IDs.
- 5
Run once manually
Execute the scenario with test data before switching on scheduling.
How to customize for your stack
Use ZoomInfo instead of Clearbit
Swap enrichment module; map `employee_count` field to the same router filters.
Add round-robin within tier
Insert a sheet-based round-robin before owner assignment for mid-market pod.
Compatibility & requirements
| CRM | HubSpot (default) — Salesforce branch in notes |
|---|---|
| Enrichment | Clearbit, Apollo, or ZoomInfo |
| Alert | Slack webhook or HubSpot task |
Operator note: Validate thresholds against your actual ACV bands — don't copy SaaS defaults if you sell to SMB.
Anton Chisliuk · AI Marketing Ops · Updated September 2026