1
Connect your email provider
- Go to Apps > Gmail to connect sales inboxes.
- Add Slack and Linear for routing and CRM sync.
Works great with Gmail, Slack, Linear and more.
Connect apps2
Define trigger conditions
- Watch labeled lead emails or high-intent keywords in inbound messages.
- Configure from Apps.
3
Set AI response template
Score each lead 1-10 and extract company, need, urgency, and budget signals.
4
Test and activate workflow
Compare AI scores with manual sales ratings across the first 50 leads.
5
Monitor performance
Track speed-to-first-response, SQL conversion, and win-rate by score bands.
Pro tip
Map SQL/MQL classification to budget and urgency language automatically.
Real metrics
ConsultPro: response times under 2 hours with +22% lead lift.
Gmail
Slack
Linear
Stripe