Route and qualify email leads with Gmail, Gemini, Slack, Sheets and Salesforce
Email Lead Router: Gmail → Gemini → Salesforce Pipeline Who is this for? Event sales teams & conference organizers processing 100+ sponsor/partner emails weekly who need instant lead qualification, Salesforce automati...
Template notes
Email Lead Router: Gmail → Gemini → Salesforce Pipeline
Who is this for? Event sales teams & conference organizers processing 100+ sponsor/partner emails weekly who need instant lead qualification, Salesforce automation, & pipeline analytics.
What problem is this workflow solving? Event email chaos kills revenue:
- 200+ sponsor emails/week → manual Salesforce entry - No sentiment/intent scoring = missed $ opps - 10+ hours/week routing + logging - Fragmented pipeline visibility
Zero-drop AI qualification → auto-Salesforce → team routing.
What this workflow does
1. Gmail Trigger captures event inbox emails 2. Gemini 1 scores sentiment (Positive/Neutral/Negative + confidence) 3. Gemini 2 extracts topic, intent, urgency (1-10), org, budget signals 4. Upserts Salesforce Lead (deduped by email) w/ 9 custom fields: Sentimentc, UrgencyScorec, etc. 5. Hot leads (Positive + urgency ≥7) → auto Salesforce Opportunity 6. Creates Salesforce Task w/ AI-suggested follow-up action 7. Logs to emailanalytics Data Table + Google Sheets (Looker Studio dashboard) 8. Routes: Positive → Hot email + Slack hot-leads (2h); Neutral → Follow-up + follow-ups (24h); Negative → Insights + insights
Setup (8 minutes):