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AI Workflows · Zapier

AI-Powered Multi-Path Inquiry Automation

AI routes each inquiry to Sales, Support, Partnership or review, updating Zoho CRM and alerting Slack.
Date
Nov 2024
Platform
Zapier

What this build does

Designed a fully automated workflow to manage client inquiries from Jotform submissions. The system uses AI to classify inquiries into Sales, Support, Partnership, or Manual Review paths. Based on classification, it automatically creates or updates records in Zoho CRM (Leads or Cases), sends Slack notifications to the relevant teams, and auto-replies to contacts with concise AI-generated summaries. Includes anti-spam and duplicate handling, ensuring smooth operations and reducing manual effort across departments.

Screenshots

AI-Powered Multi-Path Inquiry Automation — workflow 1
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