How to build no-code lead routing with Zapier + ChatGPT
I need a step-by-step way to parse inbound leads, classify intent, and route to reps using Zapier and ChatGPT without writing code.
Best tools for this use case
Based on the workflow in this discussion, these tools are useful starting points to review.
Zapier
Best general-purpose automation layer for connecting tools and processes quickly.
Make
Powerful automation builder for advanced visual flow design and multi-step operations.
n8n
Technical automation platform with strong flexibility, control and AI workflow potential.
Answers
Approved replies, operator insight, and tactical follow-up from the community.
Quick step-by-step:
1) Trigger: Zapier webhook or Email Parser for incoming leads.
2) Extract fields with Zapier Formatter.
3) Call ChatGPT via Zapier action with a prompt that returns JSON: {intent,priority,region,suggested_rep}.
4) Use Zapier Filters/Paths to route by intent/region/priority.
5) Notify rep (Slack/email/CRM) and log to Sheets/CRM.
6) Test with sample leads and refine prompt and rules.