Automated Multi-Step Sales Operations & CRM Sync
This workflow demonstrates how AI agents manage the lifecycle of a high-value trial lead, from initial sign-up in Chargebee to CRM synchronization and contract generation after VP approval.
Completed8 agents
Step 1 of 8
6s
Sales Intake Agent
sales_intake_agent
Reasoning
Monitors the Chargebee 'customer_created' webhook for new trials. Extracts the customer ID and initial plan details to kick off the sales orchestration.
Input
Chargebee: GET /v2/customers/cb_lead_9921
Output
Retrieved trial lead: Acme Corp (j.doe@acmecorp.com)