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how to route and score Salesforce leads using Zapier + ChatGPT

0 score 1 replies 75 views Linked tool: Zapier

We need a Zapier flow that enriches and scores new Salesforce leads with ChatGPT analyses and assigns them to SDRs. Looking for webhook setup, field mappings, and how to avoid double-processing duplicates.

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Flow (concise): 1) Trigger: Salesforce New Lead. 2) Find Record by Email/Phone — if found and custom flag processed=true, STOP. 3) Use Formatter to assemble prompt with FirstName, LastName, Company, Email, Phone, LeadSource, Industry, Description. 4) Call ChatGPT (via Zapier Webhook/OpenAI) to return JSON {score,recommended_owner_email,reason}. 5) Update Lead: set lead_score__c, ownerId, notes, processed_at. 6) Create Task/notification for SDR. To avoid duplicates, use Storage by Zapier or set a short-lock key (leadId TTL) before calling the API.

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