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← Workflow library

Sales operations · BLUEPRINT

Lead capture, enrichment, and routing

Turn consented inbound leads into validated CRM proposals with a transparent fit score.

NOT YET CONNECTED

This is a public workflow contract. Piwi will only mark it runnable after provider integration, permission review, tests, and a live verification are complete.

What it delivers

A clean lead record, enrichment evidence, recommended owner, and reviewable first response.

Bring

  • Inbound form or email
  • Consent signal
  • ICP rubric
  • Routing rules

Receive

  • Normalized lead
  • Fit score/reasoning
  • CRM proposal
  • Human handoff

The custom workflow

  1. 01 · prepare

    Capture and validate

    Verify required fields, consent, source, and duplicate records before further processing.

  2. 02 · prepare

    Enrich with evidence

    Use approved providers, retain confidence/source, and leave unknown fields empty.

  3. 03 · create

    Score against the ICP

    Apply an explicit customer-fit rubric rather than opaque model preference.

  4. 04 · check

    Check routing

    Verify ownership, territory, CRM mappings, and uncertain enrichment before writes.

  5. 05 · approve

    Hand off for follow-up

    Create a CRM proposal and suggested reply for a person to approve.

Customize before you run

ICP rubricfieldsroutingCRM mappingconfidence threshold

Safety boundaries

  • Inbound, consented leads only for the MVP.
  • No bulk unsolicited outreach.
  • Unknown enrichment stays unknown; it is never guessed.