Automated Multi-Step Sales Operations & CRM Sync
AI orchestration for high-value Chargebee sign-ups: data enrichment, CRM synchronization, and multi-level approval logic.
Completato8 agentes
Passo 1 di 8
6s
Sales Intake Agent
sales_intake_agent
Ragionamento
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)
All Steps
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