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AI connector use case · Automations

Qualify new leads with a chatbot workflow

Ask the AI to build an InboxCRM workflow from a template that asks new leads a few questions, so you know who is serious before you reply.

  • Changes on
QUALIFY LEADS WITH A WORKFLOW: Ask what they need; Ask budget and area; Hand over to you

The prompt

Copy this into Claude, ChatGPT or Gemini

Make a workflow from a template that greets new leads, asks what they need, their budget and their area, then tells them I'll reply within an hour.

Change the names, times and amounts to your own.
  • Changes on: Switch on “Let Claude change my InboxCRM (create, edit, delete)” on the same tab.

Step by step

How to do it

What you get: Serious buyers rise to the top, and you reply with the facts already in hand.

  1. 1Switch on changes in InboxCRM.
  2. 2Paste the prompt and change the questions to fit your business.
  3. 3Open the workflow in InboxCRM's flow builder and check each step.
  4. 4Switch it on, or ask the AI to start it for one customer as a test.

Tips

  • Keep it to 3 questions.
  • Always end with a human handover.

Watch out

Leaving blocks out of an existing workflow shows a preview first.

Connector tools used:workflowsrun_workflow

Not connected yet?

Add one address to your AI app, sign in with your InboxCRM account and choose what it may read and change.

Set up the AI connector

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