1.Detect new or updated lead
Integrate Cliengo and chat tools to map conversation text and lead fields into the workflow for sales-intent routing.
Send qualified chat leads to partner intake for follow-up
Automatically detect new or updated chat leads across Cliengo, Filter by Zapier, Code by Zapier, and SMTP by Zapier. Get instant partner-intake emails when new customer created, customer updated, or lead details changedβso you can qualify sales intent, generate ADF lead packages, and deliver follow-up without manual routing.
How this automation accelerates partner follow-up
When new or updated chat leads hit Cliengo, unqualified conversations can still waste partner time and delay response. This automation filters for sales intent, parses chat details into an ADF payload, and emails partner intake quicklyβso your team can respond faster.
Cliengoor swap with your favorite app
2.Continue only for sales-intent leads
Integrate Filter by Zapier and decision rules to evaluate a sales-intent check and continue only for qualifying records.
Filter by Zapieror swap with your favorite app
3.Build ADF XML lead package
Integrate Code by Zapier and chat parsing tools to assemble an ADF XML payload and map parsed selections into fields.
Code by Zapieror swap with your favorite app
4.Send partner intake email
Integrate SMTP by Zapier and email delivery tools to send the ADF XML lead package to the partner intake inbox.
SMTP by Zapieror swap with your favorite app
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Accelerate sales-ready lead flow with automated scoring updates, qualification routing, and rep notifications
Set up in minutes
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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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