Lead Intake And Routing

lead-intake-and-routing
All workflows

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Overview

7 steps · version 1

yesnoCreate LeadDatabasedurable deliveryEnrich LeadAIIs EnterpriseBranchEnterprise ReviewReviewNotify SalesMessageretry on failureSend ConfirmationMessagedurable deliveryEndEnd
Database API AI Branch Review Message End

Inputs

5
NameTypeReqDescription
namestringyesFull name of the contact who submitted the lead form
emailstringyesWork email — used for CRM dedupe and confirmation delivery
companystringyesCompany name as entered on the form
companySizenumberyesApproximate employee count; drives enterprise-vs-SMB routing
messagestringnoFree-text message from the lead form; passed to enrichment and sales

Step catalog

StepKindUsesReliabilityWhen / Title
create_leaddatabase_updatecrmdurable
enrich_leadai_stepenrichment_aibest effort
is_enterpriseconditioncrm${in.companySize} >= 1000
enterprise_reviewapprovalreview_inboxEnterprise lead — sales-ops review
notify_salesnotificationslackretry on failure
send_confirmationnotificationmailerdurable
endend