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Axioprax Lab
Salesforce Lead Routing & Follow-Up
An n8n and Salesforce automation that captures web leads, enriches each record with firmographic data, routes to the correct rep by territory, and triggers a personalised email sequence — all within 5 minutes of the lead submitting.
Problem
New leads sat unassigned in Salesforce for hours. No consistent follow-up sequence existed.
What we built
A webhook-to-Salesforce flow with AI enrichment, rule-based routing, and automated email sequence.
How it works
- 01Lead submits web form
- 02n8n webhook triggers enrichment
- 03Territory and fit score assigned
- 04Salesforce record created, rep alerted
- 05Email sequence fires automatically
Tech
Salesforcen8nOpenAIWebhooks
Result
Lab build. Lead response time reduced from hours to under 5 minutes in testing.