Automatic lead qualification in Salesforce

Every few minutes the scenario picks up new leads from Salesforce, enriches the person and company, scores the fit against your ideal customer, and alerts sales through SendGrid.

  • Good leads surface immediately — no calling everyone
  • Company data enriched automatically
  • Status written straight back to Salesforce
  • Sales hears about a hot lead within minutes
Peopledatalabs
Set it upScriptera

How it works

To get Salesforce notifications in SendGrid, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: Schedule Trigger
  2. Then: Compute Last Check
  3. Check: Merge
  4. Then: Code in JavaScript
  5. Then: Enrich Lead (PDL)
  6. Then: Basic LLM Chain
  7. Check: IF - Qualified Lead
  8. If yes: Update Lead status - Qualified
  9. Then: send mail for verified lead
  10. If no: Update Lead status - NOT qualified
  11. Then: Get many leads
  12. Then: Google Gemini Chat Model
  13. Then: Structured Output Parser

You can launch this Salesforce + SendGrid integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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