1.Detects new lead submissions
Integrate WhatConverts to capture each new lead submission and start classification for lead triage.
Mark incoming leads as quotable, spam, or existing customers
Automatically classify new leads across WhatConverts and Gmail. Create triage-ready outcomes when a new lead is submitted, classifications return, and records are updatedβso you can label spam, mark quotable prospects, and flag existing customers without manual follow-up.
How this automation accelerates lead triage
When new leads arrive in WhatConverts, delays can send quotable prospects to the wrong queue. This automation classifies lead text, branches outcomes, updates CRM flags, and emails a triage summaryβso your team can respond fast.
WhatConvertsor swap with your favorite app
2.Classifies lead text or transcription
Integrate ChatGPT (OpenAI) to map submission text or call transcription into structured spam, existing customer, and quotable answers.
ChatGPT (OpenAI)or swap with your favorite app
3.Branches based on classification flags
Integrate Filter by Zapier to route only non-spam paths and separate spam, existing, and quotable outcomes.
Filter by Zapieror swap with your favorite app
4.Updates the lead record
Integrate WhatConverts to set quotable flags, add an automation note, and map key submission fields into the record note area.
5.Sends email triage summary
Integrate Gmail to email the contact name, method, classification result, and a short submission excerpt for front-desk triage.
Gmailor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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