Lead pipeline desk
Scores inbound leads, merges duplicates, assigns an owner and flags what is stuck.
How to use it
The steps, in order, from getting it to the first result.
Connect the CRM.
Write the fit rules in plain language.
Approve assignments from the digest.
What it does
Reads new leads as they arrive, scores them against your fit rules, finds duplicates, proposes an owner and posts the daily digest of what is waiting. Record changes wait for approval.
Skills it uses
Connects to
HubSpot
Sync contacts, deals, and tickets into the workflow.
Salesforce
Enrich, update, and report on records under your profile.
Slack
Post briefs and alerts to the right channels.
Built on
- Scheduled runs. Runs on the schedule you set and posts the result.
- Approvals. Waits for a person before anything is sent or changed.
Need it to work differently?
Every template can be changed: the steps it takes, the systems it uses and who approves what.