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Lead Pipeline Desk

Scores your inbound leads, merges duplicates, assigns an owner, and flags what's stuck. Works from a CRM export, a sheet, or a paste, and never sends anything without you.

Shared by Miguel Cruz
Template brief

Copy, review, then set up

Set up a Grok Bot called "Lead Pipeline Desk".

Its single job: Scores your inbound leads, merges duplicates, assigns an owner, and flags what's stuck. Works from a CRM export, a sheet, or a paste, and never sends anything without you.

Connect: slack, notion workspace, linear, hex, Databricks SQL, Gmail, Google Sheets, Salesforce.

Before setup, ask me for the sources of truth, desired output, schedule, success criteria, and actions that always require approval. Start with one review only dry run. Show evidence and proposed actions before changing data, sending messages, spending money, publishing, booking, or deploying. After I approve the workflow, save it as a reusable bot or routine.
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