Templates / Sales / Enrich and route a lead
Workflow

Enrich and route a lead

trigger agent step branch action slack action slack

Description

Both sides of the branch are wired, so nothing is dropped — small accounts go to one channel, large ones to another. Every enriched lead is also logged regardless of size.

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 “branch” node.
  4. 4Step 4 — review the “action slack” node.
  5. 5Run the workflow, then tweak prompts to match your brand.

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