1.Captures forwarded session payload
Integrate Darwin AI and analytics tools to capture session payload, and map identifiers to contact reference fields.
Send qualified lead alerts with summary to sales inboxes
Automatically capture session-forwarding events across Darwin AI and Gmail. Send qualified lead alerts when sessions forward, names are missing, or summaries updateβso you can route leads, send inbox emails, and brief sales without manual triage.
How this automation routes qualified leads to sales inboxes
When a session gets forwarded without clear lead context, reps miss speed and follow-up slips. This automation captures session payloads, formats summaries, and routes to Gmail inboxesβso your team can alert sales instantly.
Darwin AIor swap with your favorite app
2.Normalizes summary and fallback text
Integrate Formatter by Zapier and text processing tools to normalize summary text and apply default values for missing names.
Formatter by Zapieror swap with your favorite app
3.Routes by session tags
Integrate Paths by Zapier and decision logic to evaluate configured tags and select the right routing path or fallback.
Paths by Zapieror swap with your favorite app
4.Sends lead context emails
Integrate Gmail and email delivery tools to send plain-text messages to the configured recipient list per path.
Gmailor swap with your favorite app
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