SALES
Automate lead processing and CRM workflows.
Get every lead scored, routed and recorded, so sellers spend their time on conversations.
- New lead
- Score
- Qualify
- CRM
- Alert owner
Problem
Leads wait while records are updated by hand.
Leads arrive from forms, email and events. Someone has to qualify them, enter them in the CRM and tell the right seller.
- Slow first response
- Inconsistent qualification
- CRM data that is incomplete or late
Example workflow
Lead Qualification
Score an incoming lead, create the CRM record and notify the owner.
Lead Qualification
v1 · draftNo executions yet. Select RUN DEMO to simulate a run.
Example workflow with fictional data. Not a customer story.
FLOWTYPE solution
Consistent lead handling from the first event.
A workflow scores intent, applies your qualification rule, updates the CRM and alerts the owner, the same way for every lead.
- AI scoring with a threshold rule
- Create or update the CRM record
- Alert the right owner
Capabilities
Capabilities used in this workflow
AI classification
Score intent from lead messages.
Conditions
Apply your qualification rule.
CRM integration
Create and update records.
Notifications
Alert owners through their channel.
Product visualization
Lead workflow performance
Sample metrics for a lead qualification workflow.
Operations workspace · Overview
Illustrative interface · sample dataActive workflows
24
4 shown below
Executions
48,291
Success rate
99.2%
Failed
37
unresolved
Avg duration
1.8s
Execution analytics
Day 301,904 executions · 13 failed
Workflow health
- Customer Onboarding99.6%Healthy
- Invoice Approval99.1%Healthy
- Lead Qualification98.9%Healthy
- Support Escalation96.4%Degraded
Step "Escalate to on-call" failed 3 times in the last hour: connector unreachable (demo).
FAILED
Continue exploring
BUILD YOUR FIRST WORKFLOW.
Turn repetitive business processes into reliable, observable workflows.