SALES
Fast-track enterprise VIP leads to AEs in Microsoft Teams
Detects enterprise-tier inbound leads by company size and seniority, enriches them, creates a Salesforce opportunity shell.
How it runs
The automated pipeline, trigger to output.
- TriggerNew Lead created in SalesforceSalesforce
- ActionEnrich company size and title seniorityApify
- LogicEnterprise size and senior title?
- ActionCreate Salesforce opportunity shellSalesforce
- OutputEscalate to AE team in TeamsMicrosoft Teams
What it does
Gives your largest inbound prospects a white-glove path. Leads from big companies with senior titles skip the normal queue: they get enriched, a starter opportunity is created in Salesforce, and the enterprise team is alerted in Microsoft Teams so an AE can engage immediately.
When to use it
Use this when an enterprise inbound is too valuable to sit in a round-robin and you want named AEs and sales leadership to see it the instant it arrives, with the opportunity already scaffolded.
How it works
- 1A new Lead is created in Salesforce, firing the trigger.
- 2An enrichment step resolves company employee count and the contact's title seniority.
- 3A logic gate checks for enterprise size plus director-or-above seniority; non-VIP leads exit here.
- 4For VIPs, a Salesforce opportunity shell is created and linked to the lead.
- 5The enterprise AE team is escalated in a Microsoft Teams channel with the account, contact, and opportunity link.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect ApifyActors, scrapers, datasets.
- 3Connect Microsoft TeamsChannels, chats, files.
- 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.