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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. Sends instant notifications via Slack and updates CRM.

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 you'll configure in Agent Builder):

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

Create the gateway and copy your MCP URL

Click Create Gateway. Copy the MCP URL — this is all you need to connect to LangSmith!

Example MCP URL:
https://api.arcade.dev/mcp/my-agent

No tokens needed! Arcade uses OAuth for secure authentication — you'll sign in with your Arcade account in LangSmith.

5

Open LangSmith Agent Builder

This agent is pre-created in the LangSmith Agent Builder templates. Go to LangSmith, find this template, and start using it right away!

Open LangSmith Agent Builder →
Can't find this template? Click here for the system prompt

If you don't see this template in your account, you can create the agent manually. Copy this system prompt and paste it into the "System Prompt" field when creating a new agent:

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, john@acme.com, 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

Connect your Arcade MCP Gateway

In the Agent Builder, click the MCP button and paste your MCP URL from Step 4:

Enter MCP Gateway URL in LangSmith

Click Connect to initiate the OAuth flow:

Click Connect to authenticate

Click Allow to grant LangSmith access to your Arcade tools:

Allow access to Arcade tools
7

Select the tools for your agent

After connecting, click the Add tools button. 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 Agent Builder
8

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, jane@bigcorp.com, 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

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