Sales/First-party starter playbook
Inbound lead router
Enrich and route new leads to reps.
// what it does
- 01Capture. Take the inbound lead's details from the form or source and normalize the name, email, company, and any message.
- 02Enrich from what's available. Pull any existing account or contact context from Salesforce and the workspace knowledge base, and infer segment from the lead's message and email domain. Don't assume an external data-enrichment provider.
- 03Score and assign. Apply the scoring/routing rules (territory, segment, round-robin) to pick the owning rep.
- 04Record and notify. Create the lead record in Salesforce and notify the assigned rep in Slack with the enriched summary and score.
// guardrails in the draft
Always create the Salesforce record even if context is thin — don't lose a lead over missing details.
De-duplicate against existing contacts/accounts before creating a new record; if a match exists, attach rather than duplicate.
If routing rules are ambiguous or no rep matches, assign to the default queue and flag it, rather than guessing.
Never send outbound messages to the lead themselves; this agent routes internally only.