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.
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.
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