Automated Multi-Step Sales Operations & CRM Sync

AI orchestration for high-value Chargebee sign-ups: data enrichment, CRM synchronization, and multi-level approval logic.

Completado8 agentes
Paso 1 de 8
6s

Sales Intake Agent

sales_intake_agent

En progreso

Razonamiento

Monitors the Chargebee 'customer_created' webhook for new trials. Extracts the customer ID and initial plan details to kick off the sales orchestration.

Entrada

Chargebee: GET /v2/customers/cb_lead_9921

Salida

Retrieved trial lead: Acme Corp (j.doe@acmecorp.com)

All Steps

¿Quieres esto para tus ventas?

Conecta tu email y CRM. Sin workflows que construir.

Acceso anticipado