SALES
Daily sweep to enrich and route stale unassigned leads
Runs each morning to find Salesforce leads still missing an owner or enrichment, batch-enriches them, assigns by territory.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled daily run
- ActionQuery unassigned or unenriched leadsSalesforce
- ActionBatch enrich firmographicsApify
- ActionAssign territory owners in SalesforceSalesforce
- OutputPost cleanup digest to SlackSlack
What it does
A scheduled cleanup pass that catches leads that slipped through real-time routing. It pulls every unassigned or unenriched lead from the last day, enriches them, routes each to the correct territory owner, and reports a tally so ops can see the backlog is clear.
When to use it
Use this as a safety net behind your real-time routing flows, or when leads arrive via imports and integrations that bypass the create-time trigger and need a daily catch-up.
How it works
- 1A scheduled trigger fires every morning.
- 2A Salesforce query pulls leads created in the last 24 hours that lack an owner or enrichment data.
- 3Each lead is enriched with firmographics in a batch loop.
- 4A territory-mapping step assigns owners and updates the Salesforce records.
- 5A digest of how many leads were enriched and routed, broken down by territory, is posted to the sales-ops Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect ApifyActors, scrapers, datasets.
- 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.
More Sales workflows
Power-Feature Adoption Expansion Digest
Each Monday, finds accounts that started heavily using a premium or add-on feature in BigQuery, ranks them by expansion potential.
Send buyers a weekly mutual action plan health recap
Each week it reads the MAP Trello board, computes completed, on-track, and overdue steps, and emails the buyer champion a clean recap of progress and what is due next.
MEDDIC Gap Sync to HubSpot Deal Properties
Transcribes a finished Zoom discovery call, extracts MEDDIC details, and writes structured values into custom HubSpot deal properties while logging the call as a timeline note.
Enrich new MAP steps with Salesforce deal context on creation
When a new card is added to the mutual action plan Trello board, it looks up the linked Salesforce opportunity and writes deal owner, amount, and close date onto the card…
Seat-Limit Approaching Upsell Alert
Fires the moment an account's active-seat count crosses 90% of its contracted limit in the product database.
API-Usage Surge PQL Router
When an account's API call volume surges past a rolling baseline in the product DB, it qualifies the account as a product-qualified expansion lead.
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.