Automatic lead scoring with instant sales alerts

The scenario reads every new lead in SeaTable, scores it and writes the score back. Hot leads are pushed to WhatsApp Business Cloud instantly.

  • Every lead is scored the moment it arrives
  • Hot prospects never sit in a queue
  • Score and reasoning stored on the record
  • If AI fails, rule-based scoring still runs
Set it up for yourselfScriptera

How it works

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

  1. Starts when: Trigger: New Lead Created
  2. Then: Normalize & Standardize Lead Data
  3. Check: Guard: Skip Already Processed Leads
  4. If yes: Prepare AI Scoring Context
  5. Then: AI Lead Qualification (GPT)
  6. Then: Validate & Parse AI Response
  7. Check: AI Response Validation
  8. If yes: Merge Valid & Fallback Paths
  9. Then: Hybrid Lead Scoring Engine
  10. Then: Prepare CRM Update Payload
  11. Then: Update Lead Record (CRM)
  12. Then: Prepare Hot Lead Notification
  13. Check: Decision: Is High-Intent Lead?
  14. If yes: Notify Sales Team – Hot Lead
  15. If no: Alert: AI Scoring Failure

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

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