LEAD GENERATION

Voicemail Lead Scoring and Round-Robin Routing into Salesforce

Transcribes demo voicemails, scores each caller's intent and fit from the transcript, routes hot leads round-robin to the right Salesforce owner.

CategoryLead Generation
Enginesim
Difficultyadvanced
Triggerwebhook
Steps6
Setup~25 min

How it runs

The automated pipeline, trigger to output.

  • TriggerInbound voicemail posted to webhookHTTP webhook
  • ActionTranscribe with ElevenLabsElevenLabsElevenLabs
  • ActionScore intent and company fit from transcriptOpenAI
  • LogicRound-robin owner assignment; drop low scores to nurture
  • ActionCreate scored Salesforce lead with ownerSalesforce
  • OutputNotify assigned rep in Teams with SLA clockMicrosoft Teams

What it does

Grades every inbound voicemail and gets it to the right rep with an owner already assigned. After transcription, it scores intent strength and company fit, picks an owner via round-robin, creates a scored Salesforce lead, and notifies that exact rep in Teams so the callback SLA starts against a named person, not a queue.

When to use it

Use this when a shared SDR team handles inbound and you want fair distribution plus prioritization — hot, well-qualified callers surfaced first and assigned instantly instead of sitting in an unowned list.

How it works

  1. 1A voicemail recording arrives via webhook.
  2. 2ElevenLabs transcribes the audio.
  3. 3A scoring step rates intent and fit and produces a numeric grade.
  4. 4A logic step assigns an owner round-robin and drops anything below threshold to nurture.
  5. 5Salesforce creates the lead with score, transcript, and owner.
  6. 6Microsoft Teams alerts the assigned rep with the SLA deadline.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect HTTP webhookTrigger any URL on agent actions.
  2. 2
    Connect ElevenLabsText-to-speech, voice cloning.
  3. 3
    Connect SalesforceAccounts, opportunities, cases.
  4. 4
    Connect Microsoft TeamsChannels, chats, files.
  5. 5
    Connect OpenAIModels, embeddings, files.
  6. 6
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  7. 7
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  8. 8
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

Run this workflow in your colony.

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