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Route and qualify email leads with Gmail, Gemini, Slack, Sheets and Salesforce

Workflow preview

Route and qualify email leads with Gmail, Gemini, Slack, Sheets and Salesforce preview
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Overview

Email Lead Router: Gmail → Gemini → Salesforce Pipeline

Who is this for? Event sales teams & conference organizers processing 100+ sponsor/partner emails weekly who need instant lead qualification, Salesforce automation, & pipeline analytics.

What problem is this workflow solving? Event email chaos kills revenue:

  • 200+ sponsor emails/week → manual Salesforce entry
  • No sentiment/intent scoring = missed $ opps
  • 10+ hours/week routing + logging
  • Fragmented pipeline visibility

Zero-drop AI qualification → auto-Salesforce → team routing.

What this workflow does

  1. Gmail Trigger captures event inbox emails
  2. Gemini #1 scores sentiment (Positive/Neutral/Negative + confidence)
  3. Gemini #2 extracts topic, intent, urgency (1-10), org, budget signals
  4. Upserts Salesforce Lead (deduped by email) w/ 9 custom fields: Sentiment__c, Urgency_Score__c, etc.
  5. Hot leads (Positive + urgency ≥7) → auto Salesforce Opportunity
  6. Creates Salesforce Task w/ AI-suggested follow-up action
  7. Logs to email_analytics Data Table + Google Sheets (Looker Studio dashboard)
  8. Routes: Positive → Hot email + Slack #hot-leads (2h); Neutral → Follow-up + #follow-ups (24h); Negative → Insights + #insights

Setup (8 minutes):

  • Gmail OAuth2 (event inbox)
  • Google Gemini API
  • Salesforce OAuth2 + 9 custom Lead fields (Sentiment__c, Urgency_Score__c, etc.)
  • Slack OAuth2 + channels (#hot-leads, #follow-ups, #insights)
  • email_analytics Data Table ID
  • Update Send Email recipients
  • Test w/ Evaluation Dataset

How to customize:

  • Tune urgency threshold (7→8)
  • Add event keywords (webinar/tradeshow)
  • Swap Slack → Teams; Salesforce → HubSpot
  • Multi-inbox territory routing

ROI:

  • 100% Salesforce coverage (no manual entry)
  • 8x faster qualification (2min vs 16h/week)
  • 30% opp velocity (auto opps/tasks)
  • Live Looker dashboard → data-driven decisions

Need help customizing?: Contact me for consulting and support: LinkedIn / Message

Keywords: event sales leads, Salesforce automation, Gemini lead scoring, email sentiment, sales pipeline n8n, AI sales routing