1.Detect forwarded conversation
Integrate Darwin AI and conversation analysis tools to detect a forwarded conversation and capture the summary, thread identifier, phone candidate, and city.
Create qualified sales leads from forwarded customer conversations
Automatically monitor forwarded customer conversations across Darwin AI, Code by Zapier, Formatter by Zapier, Salesforce, and Google Sheets. Create and update when conversation forwarded, interest type matches, or contact details appearβso you can create CRM leads, fill dealer mapping, and log worksheet rows without manual lead entry.
How this automation qualifies your sales leads
When a customer conversation is forwarded but stays unstructured, qualified opportunities slip and follow-up slows. This automation captures conversation details, filters for sales-ready interest, and creates leads in Salesforce and Google Sheetsβso your team can act fast.
Darwin AIor swap with your favorite app
2.Maps city to dealer
Integrate Code by Zapier and data lookup tools to map the city to a configured dealer reference for downstream lead field mapping.
Code by Zapieror swap with your favorite app
3.Formats names and phone
Integrate Formatter by Zapier and data normalization tools to apply name and phone fallbacks and output first and last name plus primary phone.
Formatter by Zapieror swap with your favorite app
4.Stops non sales-ready interest
Integrate Filter by Zapier and interest rules to continue only when the interest type qualifies for sales-ready lead creation.
Filter by Zapieror swap with your favorite app
5.Creates Salesforce lead
Integrate Salesforce and CRM assignment rules to create a lead with mapped contact data, dealer reference, and conversation details.
Salesforceor swap with your favorite app
6.Adds row to worksheet
Integrate Google Sheets and reporting sheets to add an audit row with lead name, phone, dealer, timestamp, and interest.
Google Sheetsor swap with your favorite app
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