1.Listens for new channel inquiry messages
Integrate Slack to forward inquiry-prefixed message bodies when a sender is present.
Create lead and contact from sales channel messages
Automatically watch Slack sales channel messages for inquiry-prefixed requests across Slack and ChatGPT (OpenAI). Create and update Pipedrive leads and contacts, then post a threaded handoff replyβso you can follow up without manual routing.
How this automation creates leads from channel inquiries
When inquiry messages arrive in Slack, reps risk missing the details and slowing same-day follow-up. This automation extracts contact fields, creates Pipedrive people and leads, and posts a threaded CRM handoffβso your team can reply with context.
Slackor swap with your favorite app
2.Extracts structured contact fields
Integrate ChatGPT (OpenAI) and extraction tools to pull inquiry description, recipient mention, phone digits, and contact name.
ChatGPT (OpenAI)or swap with your favorite app
3.Creates a person record
Integrate Pipedrive and CRM tools to create a person using the extracted contact name and primary phone.
Pipedriveor swap with your favorite app
4.Creates a lead with notes
Integrate Pipedrive and lead inbox tools to create a lead title and note, then assign it to the configured owner.
5.Posts a threaded CRM handoff reply
Integrate Slack and messaging tools to reply in the original thread with CRM links for the new person and lead.
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