Route email leads into the CRM automatically
Lead emails are read by a model, qualified, posted to the right Slack channel and created as records in the CRM, with a log in a spreadsheet.
Steps
- Connect mailbox, model, Slack, sheet and CRM
- Map the fields the model should extract
- Run in test mode against a sandbox CRM first
Starter prompt
Extract name, company, email, phone, product interest and urgency from this email as JSON. Use null for anything not stated; don't guess.
Guardrail: Test against a sandbox CRM before production.
Prompts are our own examples. Results from sources are as reported by their authors.