Sales · Flows
The homework is done before the rep opens Slack
Someone books a demo. By the time your team looks up, the Salesforce record exists, the research is done, and the good leads are already flagged in the right channel.
New demo booked
Calendar trigger
Add lead to CRM
Record created in Salesforce
Research individual & company
Research step
Score ICP fit (1–10)
Scored by agent
Notify #demos channel
Alert sent via Slack
A booking arrives, then the busywork
- A demo appears on the calendar and nobody knows who the company is
- Someone retypes the booking form into Salesforce
- The rep does the research five minutes before the call
- Great leads wait in the same queue as tire-kickers
With an inbound Flow
- The moment the booking lands, QX gets to work
- Salesforce gets a complete, researched record without any retyping
- Every lead is scored the way your team would judge it
- Strong leads land in the right Slack channel with the reasons why
How it works
- 1
Connect your calendar
Point the Flow at Google Calendar or your scheduling tool so it notices the moment a demo gets booked. Try it on a sample booking first to see exactly what it does.
- 2
Tell it how you judge a lead
Describe what a good lead looks like in plain language, such as company size, industry, and the signals your team actually cares about. QX creates the Salesforce record, researches the company, and scores it the way you would.
- 3
Let the good ones find you
When a lead clears the bar, it shows up in the right Slack channel with the research and the reasons attached. Every run is saved, so you can always see what happened and why.
