Sales & CRM template
Clean inbound leads into Salesforce
Turn messy inquiries into clean Salesforce leads: AI normalizes names, companies and phone numbers, then the team is pinged.
- Starts from a webhook
- 1 AI step
- For sales teams, operations teams
What it does
The whole workflow, at a glance.
Inquiries arrive in every shape. This workflow has AI split names, normalize company and phone fields and summarize the need, then creates a proper Lead in Salesforce and tells the team in Slack. No more half-filled records or copy-paste from the inbox.
- TriggerInbound inquiry
- AI stepClean and enrich the lead
- App callCreate Salesforce lead
- OutputTell the team
This is the workflow that opens in your canvas. Every step can be edited, moved or removed.
Step by step
What happens on each run.
- Step 1Inbound inquiryA contact form, chat widget or event app sends each inquiry to the webhook.
- Step 2Clean and enrich the leadAI splits the name, normalizes the company and phone, and writes a short need summary.
- Step 3Create Salesforce leadCreates a Lead record in Salesforce with the cleaned fields.
- Step 4Tell the teamPosts the new Salesforce lead id to your sales channel.
Apps and AI
What it connects to.
Apps
Swap any of them for another app: connect it in Settings → Integrations, or call its API with an HTTP step and a key from the credential vault.
AI on your own key
Works with any of the 14 providers you can connect. AI steps use your provider's default model until you pick another, and you pay your provider directly, at cost.
- OpenAI
- Anthropic
- Google Gemini
- Mistral
- Groq
- xAI
- DeepSeek
- OpenRouter
- Together AI
- Fireworks AI
- Azure OpenAI
- AWS Bedrock
- Google Vertex AI
- Any OpenAI-compatible endpoint
Setup checklist
Before you switch it on.
The canvas highlights anything still missing, and Dry Run works before any of this is done.
- Send your form or chat inquiries to the workflow's webhook URL.
- Connect an AI provider in Settings → AI Providers.
- Replace YOUR_DOMAIN in “Create Salesforce lead” with your Salesforce My Domain, and pick a Salesforce access credential from the vault.
- Connect Slack and pick the connection and channel in “Tell the team”.
FAQ
Questions about this template.
Will the AI make up missing fields?
The prompt tells it to leave missing values empty instead of guessing. Salesforce still requires Last Name and Company, so add a default in the body if your forms often skip them.
Is it free to try?
Yes. Create a free account with no credit card and the template opens in your canvas. Build and Dry Run it free; run it live on any paid plan from $39/mo.
Which AI model does it use?
Whichever provider you connect. The AI step uses the default model of your connected provider (any of 14, on your own key), and you can pick a different model for each step.
Can I test it before it touches real data?
Yes. Dry Run walks through every step with simulated AI and app calls, so you can see the path it takes before you activate the trigger.
Open “Clean inbound leads into Salesforce” in your canvas.
Free account, no credit card. Connect your apps and AI key and dry run it, then switch it on with a paid plan from $39/mo.