Scoring and routing inquiries — automatically

The scenario takes an inquiry from Formstack, an AI scores it on budget and timeline, routes it to the right rep, creates a CRM contact, and writes to trueConf.

  • An inquiry scored right after submission
  • The right rep notified
  • A contact created in the CRM
  • A confirmation email to the client
Connect Formstack and launchScriptera

How it works

To pass leads from Gmail to trueConf automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Jotform Trigger
  2. Then: Extract Lead Data
  3. Then: AI Lead Scoring (BANT)
  4. Then: Parse Lead Score
  5. Then: Intelligent Routing Logic
  6. Then: Create CRM Contact
  7. Then: Notify Sales Rep
  8. Then: Send Lead Confirmation
  9. Then: Log to Tracking Sheet
  10. Then: OpenAI Chat Model

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

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