Build an inbound triage workflow: classify form submissions, add company context, prepare a follow-up draft, and alert the right rep. Your team reviews the draft before sending.
The template routes submissions, adds context, and prepares a response draft. Timing and conversion outcomes depend on configuration and must be measured in a live test.
Designed to receive form payloads through webhooks. Configure authentication, duplicate handling, and routing before testing with live submissions.
Distinguishes high-value sales demos from career seekers, existing support tickets, partner inquiries, and vendor pitches. Routes each to the correct team automatically.
Queries Clearbit, Apollo, and Hunter APIs in real time to fetch employee count, tech stack, funding round, and LinkedIn profile before the rep opens the notification.
Prepares a follow-up draft based on the use case in the form. The rep reviews facts, tone, and recipient before sending.
Prepares Slack alerts with prospect context and a draft for review. Sending requires an explicit human approval step configured and tested by your team.
Matches domains to existing CRM accounts, checks deal stages, and adheres to round-robin or territory assignment rules without duplicate records.
Download a workflow template to configure and test, or build with us in a focused 4-hour session.
Everything you need to deploy the inbound triage workflow yourself.
4 Hours Total across 6 Dedicated Sessions: 15m intake, 15m architecture, 30m live prototype.
The workflow is deployed directly inside your company's private cloud (AWS, Google Cloud, Docker, or your existing n8n account). You own 100% of the code, nodes, and configurations. There are zero recurring platform licenses owed to SalesGency.
Yes. During the initial deployment, we tailor the 7-class intent prompt, scoring rules, territory assignments, and round-robin rules to match your exact sales process.
If you start by booking a 60-minute diagnostic audit with founder Patrick Diamitani, 100% of the fee is applied as an instant credit toward a build session or a done-for-you build.
Book a 60-minute GTM Architecture Audit with founder Patrick Diamitani. We map your forms, CRM, Slack, and calendars into a review-first inbound workflow. 100% credited to your package.