Inbound Lead Triage

Inbound Outlook Inquiry → Salesforce Owner Review Task

A new email at an approved sales-inquiries mailbox creates a task on an exact Salesforce lead/contact match or alerts an intake queue; ZoomInfo enrichment remains an optional licensed CRM step.

Automated
Advanced
On new message to the dedicated inquiries mailbox; connector latency varies
Microsoft 365 Outlook + Power Automate Premium Salesforce connector + Salesforce CRM; optional ZoomInfo for Salesforce

This workflow is part of Pro

The full trigger setup, the step-by-step build, and every prompt it uses are included with Promptifi Pro.

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