Leads from a form and a messenger in one base, shared among agents

Leads from a form and a messenger are gathered into one base, cleared of duplicates and distributed to agents in turn, with notifications and a weekly report.

  • Leads from all channels in one base
  • Duplicates are cut automatically
  • Each agent gets leads in turn
  • Team notifications and a weekly report
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How it works

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

  1. Starts when: Weekly Report Schedule
  2. Then: Get Records
  3. Then: Weekly Fetch
  4. Then: Aggregate Report Data
  5. Check: Combine both duplicate and non-duplicate records
  6. Then: Format Weekly Report
  7. Then: Send Weekly Report
  8. Then: Get Duplicates Records
  9. Then: 7-Day Duplicate Count
  10. Check: Combine All Lead Sources
  11. Then: Remove Duplicate Leads
  12. Then: Check for Duplicates in CRM
  13. Check: Route by Location/Property Type1
  14. If yes: Round-Robin Agent Assignment1
  15. Then: Aggregate
  16. Then: Basic LLM Chain
  17. Then: Create A Record
  18. Then: Send a message
  19. Then: Notify Agent via Slack
  20. Then: Create Duplicate record
  21. Then: Search records
  22. Starts when: Typeform Trigger
  23. Then: Normalize Form Leads
  24. Starts when: WhatsApp Trigger
  25. Check: WhatsApp Texts Only
  26. If yes: Lead Collection Agent
  27. Then: Send message
  28. Then: Info Completeness Check
  29. Check: Are All Info Complete?
  30. If yes: Extract Lead Info
  31. Then: Normalize WhatsApp Leads
  32. Then: OpenAI Chat Model2
  33. Then: OpenAI Chat Model
  34. Then: Simple Memory
  35. Then: Structured Output Parser

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

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