Automated Multi-Step Sales Operations & CRM Sync
AI orchestration for high-value Chargebee sign-ups: data enrichment, CRM synchronization, and multi-level approval logic.
Concluído8 agentes
Passo 1 de 8
6s
Sales Intake Agent
sales_intake_agent
Raciocínio
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
Saída
Retrieved trial lead: Acme Corp (j.doe@acmecorp.com)