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Solutions · Sales
Enrich new leads, classify them, apply routing rules and keep the CRM and the team's channels in sync.
Approval → EMEA lead
Auto-assign SDR
Nurture queue
Segment and confidence come from an AI step. Routing is decided by rules.
Who it's for
Fast, consistent lead handling and clean CRM data.
Leads wait
New leads sit until someone researches and assigns them.
Routing is inconsistent
Assignment depends on who is online and who remembers the rules.
CRM data is incomplete
Missing fields make segmentation and reporting unreliable.
How it works here
The same lead, handled two ways.
Manual path
Workflow path
Workflow examples
New CRM leads are enriched, classified by AI, routed by rules and approved by a manager when value is high.
Lead qualification
Enrich, classify, route and approve high-value leads.
Campaign lead sync
Turn form submissions into scored CRM leads.
Deal stage alerts
Update forecasts and notify channels on stage changes.
Capabilities used
Enrichment
Complete partial lead records before routing.
AI classification
Categorise segment and intent with a confidence score.
Routing rules
Territory, segment and value decide the owner.
CRM workflows
Create, update and assign records automatically.
Try it
A simulated run with sample data. Approve, reject or simulate a failure to see how the workflow responds.
Trigger: CRM · New lead created
Select a step to inspect it, or press Run Workflow to start a simulated execution.
Simulated demonstration with sample data. It illustrates how a run is presented and does not execute real customer workflows.
Value
These are the measures Zynapte Flow is designed to expose for this team. We don't publish performance figures because there is no production usage data to report yet.
Time to first assignment
From lead created to owner assigned.
Routing outcomes
How leads are distributed by rule.
Approval rate
High-value leads approved vs rejected.
Missing-field rate
Leads that still lack key data.
Templates
Lead Qualification
Enrich new CRM leads, classify them with AI, route by rule and request approval on high-value accounts.
Use this template →Campaign Lead Sync
Enrich form submissions, score fit with AI and sync leads to the CRM with an alert for strong matches.
Use this template →Deal Stage Alerts
Update a forecast sheet and notify the right channel when high-value deals change stage.
Use this template →9 templates available in total.