CHATBOTS
Route qualified Intercom chats to the right rep by territory and deal size
When an Intercom conversation gets tagged as sales-ready, it looks up the visitor's region and estimated deal size, assigns the matching account owner in Salesforce.
How it runs
The automated pipeline, trigger to output.
- TriggerIntercom conversation tagged sales-readyIntercom
- LogicResolve territory and tier from firmographics
- ActionAssign Salesforce lead to account ownerSalesforce
- OutputDirect-message the owning rep with contextSlack
What it does
Replaces round-robin guesswork with deterministic lead routing. As soon as an Intercom chat is flagged sales-ready, the workflow reads the visitor's company data, decides which sales territory and tier the lead belongs to, sets the owner on a Salesforce lead record, and notifies that owner directly.
When to use it
You run inbound chat through Intercom and have a sales team split by geography or segment (SMB vs. enterprise). Use this when good leads keep landing in a shared inbox and going stale because nobody owns them.
How it works
- 1An Intercom conversation tagged "sales-ready" fires the trigger with the visitor and company attributes.
- 2A logic step maps region and headcount to a territory and tier using your routing rules.
- 3A Salesforce lead is created or matched and assigned to the resolved account owner.
- 4The workflow looks up that owner's Slack handle and sends them a direct message with the conversation context and a deep link back into Intercom.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.