Automated Sales Pipeline
ClientUS-based nonprofit · Catholic organization
- Problem
- Outreach was manual: every lead was qualified, followed up on and entered into the CRM by hand, for hours every day.
- System
- An end-to-end pipeline that replaces manual outreach with intelligent workflows. Leads are qualified automatically, follow-ups sequenced and all data synced to Salesforce, with no human input at any step.
- Result
- Eliminated hours of daily manual outreach. Scaled lead engagement without adding a single person.
Diagram of how the Automated Sales Pipeline runs: a new lead triggers the workflow, OpenAI qualifies it, it is scored and routed, follow-ups are sequenced and activity is logged to Supabase, then the record syncs to Salesforce.
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Salesforce
OpenAI
Supabase
Run logillustrativeSucceeded
- Lead captured
- Qualified by AI
- Scored and routed
- Follow-ups sequenced, activity logged
- Synced to Salesforce