Qualify inbound leads

Description

Point your form at the trigger. Every submission arrives in Slack already scored, with the reasoning attached, and is pushed to your CRM endpoint at the same time.

How do you set this up?

1. 1Step 1 — review the “trigger” node.
2. 2Step 2 — review the “agent step” node.
3. 3Step 3 — review the “action slack” node.
4. 4Step 4 — review the “action webhook” node.
5. 5Run the workflow, then tweak prompts to match your brand.