Your First Automation

Your first automation should be simple, high-value, and testable in under an hour. This lesson walks through building the single most impactful visitor intelligence automation: company identified → contact created → rep notified.

The Automation Logic

When Kopimore identifies an ICP-fit company visiting your site, the automation should: (1) Check if the company already exists in your CRM, (2) If not, create a company record with enriched firmographic data, (3) Look up and create 1–2 decision-maker contacts via enrichment, (4) Notify the assigned rep via Slack DM with company details and visit context.

Building It in HubSpot

In HubSpot Workflows, create a Company-based workflow. Trigger: "Company is enrolled via Kopimore integration." Action sequence: Set company owner (via round-robin or territory rule) → Create contact associated to company → Send Slack notification to company owner → Create task: "Follow up with [Company] — visited pricing page."

Building It in Salesforce

In Salesforce Flows, create a Record-Triggered Flow on Account creation (when created by Kopimore integration). Add decision elements to check territory, then create a Lead or Contact, create a Task for the assigned rep, and send an Apex-triggered Slack message.

Testing Your First Automation

After building, test by visiting your own website from a new IP (mobile hotspot) using a company domain that doesn't already exist in your CRM. Within 5 minutes, you should see: a new company record in your CRM, an associated contact, and a Slack notification to the assigned rep. If any step is missing, check the Kopimore integration logs and CRM workflow error logs.