Score and route new leads
For sales teams where good leads wait in a queue while reps chase the wrong ones. When a new lead comes in, the assistant looks up the company (size, industry), scores it against your ideal customer, writes the score and the reason back into your CRM, and tells the right rep in Slack when it’s a hot one.
“CRM” here means your own CRM (HubSpot, Salesforce or any other) connected through its API: almyty has no built-in CRM connector.
For a full walk-through of a sales assistant with a CRM and Slack, see Sales assistant in Slack.
What you need
- Your CRM’s API, and optionally a company-data (enrichment) service with an API.
- A Slack app token that may post messages, for the alerts.
- A way to send new leads to the assistant: your web form or CRM calling it when a lead is created.
How to build it
- Connect your systems. Open APIs and click Connect an API for your CRM and your enrichment service. For Slack alerts, create a tool under Tools, Create tool that calls Slack’s “post message” with your app’s token from Credentials.
- Create the assistant. Open Agents, click Create agent and switch to Autonomous. In Instructions, write your scoring rules: “Look up the company, score it against our ideal customer (mid-sized software companies with 50 or more staff), set an owner, and post hot leads to #sales.” Pick the tools under Tools and APIs.
- Add firm rules. On its Constraints tab: “Never mark a lead with a personal email address as enterprise” and “Always fill in the reason for the score”.
- Send it leads. Have your form or CRM call the assistant when a lead is created (see below).
Ideas
- For borderline cases, set the Work mode to Panel: two models from different companies argue the fit and a judge decides.
- Draft a first email as part of the run (see Turn call notes into CRM updates).
For developers
The address to call and sample code are in the Integration card on the assistant’s Overview tab. See the OpenAI-compatible API.