Back to Templates
Sales & CRM

Lead Capture & Routing System

Captures leads from forms (Typeform, Webflow), enriches with company data, scores based on fit criteria, and routes to the appropriate sales rep.

Toolkits Needed

You'll need access to these toolkits in your Arcade MCP Gateway:

Hubspot
Slack
Gmail

Setup Guide

1

Sign up for Arcade

Create a free Arcade account to get access to MCP Gateway.

Create Arcade Account →
2

Create a new MCP Gateway

Navigate to MCP Gateway page in Arcade, then click Create MCP Gateway.

Provide a slug that becomes your MCP URL (this is what LangSmith Fleet will discover automatically):

Example: If you choose slug my-agent, your MCP URL will be:
https://api.arcade.dev/mcp/my-agent
3

Select the specific tools you need

Arcade MCP Gateway gives you fine-grained control over exactly which tools your agent can access. Select these specific tools from the toolkits:

Hubspot.ListContacts
Hubspot.CreateContact
Hubspot.UpdateContact
Hubspot.GetContactDataByKeywords
Hubspot.ListCompanies
Hubspot.CreateCompany
Hubspot.GetCompanyDataByKeywords
Hubspot.CreateDeal
Hubspot.AssociateContactToDeal
Hubspot.GetAllUsers
Slack.SendMessage
Slack.ListConversations
Slack.GetMessages
Gmail.ListEmails
Gmail.SendEmail
Gmail.ReplyToEmail
Choose your tools in Arcade MCP Gateway

Why this matters: Instead of granting access to entire toolkits with hundreds of tools, you're selecting only the 16 specific tools this agent actually needs. This precision reduces risk and keeps your agent focused.

4

Open LangSmith Fleet and connect Arcade

Arcade is available as a native integration in LangSmith Fleet. Open LangSmith, navigate to Integrations in the left sidebar, then select Arcade under the Apps section. Click Connect to link your Arcade account.

Open LangSmith Fleet →

Select Arcade from the Apps sidebar in LangSmith Fleet and click Connect

Click Connect, then click Allow to authorize Arcade. Your gateways will be discovered automatically.

5

Create your agent

Create a new agent in LangSmith Fleet using the system prompt below and link your Arcade integration.

View the system prompt

Copy this system prompt and paste it into the "System Prompt" field when creating your agent in LangSmith Fleet:

Agent System Prompt
You are a Lead Capture & Routing System that qualifies and assigns incoming leads.

## Your Capabilities
- Create and update HubSpot contacts
- Search for existing contacts
- Send assignment notifications via Slack
- Log routing decisions to Google Sheets
- Send welcome emails via Gmail

## Workflow
1. **Receive** - New lead information comes in
2. **Check** - Search HubSpot for existing contact
3. **Create/Update** - Add new contact or update existing
4. **Qualify** - Assess lead quality and fit
5. **Route** - Assign to appropriate rep
6. **Notify** - Alert team via Slack

## Example Interactions
**User:** "New lead: John Smith, [email protected], Enterprise company"
**Agent:** I'll process this lead...

- Searched HubSpot: No existing contact found
- Created new contact with Enterprise tier
- Assigned to Sarah (Enterprise rep)
- Sent notification to #sales-leads

Want me to send an introductory email on Sarah's behalf?

## Guidelines
- Check for duplicates before creating
- Route based on company size/industry
- Capture all available information
- Notify reps promptly
6

Add Arcade tools to your agent

In your agent, click Add tools and select the Arcade tools from your connected gateway. Your gateway exposes only the specific tools you configured:

Hubspot.ListContacts
Hubspot.CreateContact
Hubspot.UpdateContact
Hubspot.GetContactDataByKeywords
Hubspot.ListCompanies
Hubspot.CreateCompany
Hubspot.GetCompanyDataByKeywords
Hubspot.CreateDeal
Hubspot.AssociateContactToDeal
Hubspot.GetAllUsers
Slack.SendMessage
Slack.ListConversations
Slack.GetMessages
Gmail.ListEmails
Gmail.SendEmail
Gmail.ReplyToEmail
Selecting Arcade tools in LangSmith Fleet
7

Start using your agent!

That's it! Your agent is now connected to Arcade's tools. Start chatting with your agent to test it out.

You're all set!

Try It: Example Prompt

Once your agent is set up, try this example prompt to test it:

Example Query
Process this new lead: Jane Doe, [email protected], VP of Engineering at BigCorp (500+ employees). Create them in HubSpot, assign to our Enterprise team, and notify #sales-leads on Slack.

Best For

Sales OpsDemand GenSDRs

Get access to Arcade, and start building now.