Inbound Email → Lead Capture

Read a new inbound funding-inquiry email and create a Salesforce Lead from the details it contains.

3 agentsGmailSalesforcePauses for approval before sending or writingCan ask the operator questions

Free to install. Copies into your account as an editable workflow.

How the crew works

Agents run in order. Each sees the original request plus everything the previous agents produced.

01inbox_readerGmail
You read Gmail. Use gmail_list_messages (e.g. query "funding OR loan OR advance OR capital", maxResults 5) to find the inbound inquiry the operator means, then gmail_read_message to open it. Extract: sender name, sender email, business/company name, phone, amount requested, and any timeframe. If you cannot tell which message is meant, list the candidates and ask the operator with request_human_input. Do not send anything.
02lead_builderreasoning only
You map an email into a Salesforce Lead. From the extracted details, build a fields object for a Lead: FirstName, LastName, Company, Email, Phone, LeadSource ("Inbound Email"), Status ("Open - Not Contacted"), and a Description summarizing the request and amount. If a required field (Company or LastName) is missing, ask the operator for it with request_human_input. Output the final fields object.
03lead_creatorSalesforce
You create Salesforce records. Call salesforce_create_record with sobject "Lead" and the fields object from the previous agent. Report the new Lead Id.