Automatically score, assign, and sync new leads to your CRM and Slack

New leads are scored hot, warm, or cold by AI, assigned to a rep, and synced to your CRM and Slack.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig>"new lead submitted via form"]:::trig s0["clean lead details"]:::task s1["AI scores lead priority"]:::task s2["assign rep and save to CRM"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"+ who gets notified"}:::gate s2 --> gx p00["send Slack alert"]:::task gx -->|"notify rep"| p00 p10["send welcome email"]:::task gx -->|"notify lead"| p10 p00 --> out p10 --> out out[/"lead scored assigned and logged"/]:::out pay{{"sales team prioritizes hot leads"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepEvery pathResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsCRM & Sales PipelineEmail AutomationMessaging & NotificationsSpreadsheet & Database OpsAPI & Webhook Integration
Connects
OpenAISalesforceHubSpotSlackGmailPostgres

The problem it solves

When leads come in, someone has to read each one, decide how promising it is, figure out who should follow up, and log it in your CRM before the trail goes cold. That manual triage takes time, and hot leads can sit unanswered while your team catches up on other work.

Who it fits

Sales teams that get a steady flow of leads and need to prioritize who gets contacted first.

How it works

  1. A new lead comes in from a form or landing page
  2. The lead's details are checked and cleaned up
  3. AI reviews the lead and scores it as hot, warm, or cold, with reasoning and an estimated deal value
  4. The lead is assigned to a sales rep and saved to your CRM
  5. The rep gets a Slack alert and the lead receives a welcome email
What you get

Leads pre-scored and routed to a rep

New leads arrive already scored and assigned to a rep, with your CRM and Slack updated so your team knows who to contact first.

What you get

A scored, assigned lead recorded in your CRM with your sales team notified in Slack.

What you need

A CRM account such as HubSpot or Salesforce, a database, Slack, Gmail, and an OpenAI API key.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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