Route and qualify email leads with Gmail, Gemini, Slack, Sheets and Salesforce Workflow Solution

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Improves internal consulting operations and productivity.

Email Lead Router: Gmail → Gemini → Salesforce Pipeline Who is this for? Event sales teams & conference organizers processing 100+ sponsor/partner emails weekly who need instant lead qualification, Salesforce automation, & pipeline analytics. What problem is this workflow solving? Event email chaos kills revenue: 200+ sponsor emails/week → manual Salesforce entry No sentiment/intent scoring = missed $ opps 10+ hours/week routing + logging Fragmented pipeline visibility Zero-drop AI qualification → auto-Salesforce → team routing. What this workflow does Gmail Trigger captures event inbox emails Gemini #1 scores sentiment (Positive/Neutral/Negative + confidence) Gemini #2 extracts topic, intent, urgency (1-10), org, budget signals Upserts Salesforce Lead (deduped by email) w/ 9 custom fields: Sentiment__c, Urgency_Score__c, etc. Hot leads (Positive + urgency ≥7) → auto Salesforce Opportunity Creates Salesforce Task w/ AI-suggested follow-up action Logs to email_analytics Data Table + Google Sheets (Looker Studio dashboard) Routes: Positive → Hot email + Slack #hot-leads (2h); Neutral → Follow-up + #follow-ups (24h); Negative → Insights + #insights Setup (8 minutes): Gmail OAuth2 (event inbox) Google Gemini API Salesforce OAuth2* + *9 custom Lead fields** (Sentiment__c, Urgency_Score__c, etc.) Slack OAuth2 + channels (#hot-leads, #follow-ups, #insights) email_analytics Data Table ID Update Send Email recipients Test w/ Evaluation Dataset How to customize: Tune urgency threshold (7→8) Add event keywords (webinar/tradeshow) Swap Slack → Teams; Salesforce → HubSpot Multi-inbox territory routing ROI: 100% Salesforce coverage** (no manual entry) 8x faster qualification** (2min vs 16h/week) 30% opp velocity** (auto opps/tasks) Live Looker dashboard** → data-driven decisions Need help customizing?: Contact me for consulting and support: LinkedIn / Message Keywords: event sales leads, Salesforce automation, Gemini lead scoring, email sentiment, sales pipeline AlekSystem, AI sales routing

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