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salesintermediate20 min setupby Mantle

Sales inbox: qualify and route

Poll the sales mailbox, classify each email as lead / existing customer / vendor, create Iris records for new leads and forward the rest to the right team.

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How it works

What it does

  • Every 10 minutes fetch the next unread sales email.
  • Classify into new_lead | existing_customer | vendor | other.
  • new_lead → map → create an Iris record (entity_type: leads); anything else is forwarded to the account team with the label in the subject.

Setup

  • Gmail connection on Fetch sales inbox; AI connection on the classifier; Iris connection on Create Iris lead; SendGrid/SMTP on Forward to account team.
  • Change entity_type and the mapping to your Iris schema.

Nodes 7

  1. 01Every 10 minutestrigger.scheduleTrigger
  2. 02Fetch sales inboxmail.fetchDestination
  3. 03Lead, customer or vendor?ai.classifyAI
  4. 04Routecontrol.branchLogic
  5. 05Lead recorddata.mapData
  6. 06Create CRM leadhttp.requestHTTP
  7. 07Forward to account teammail.sendDestination
View template JSON
{
  "format": "mantle-workflow/v1",
  "id": "sales-inbox-lead-router",
  "name": "Sales inbox: qualify and route",
  "graph": {
    "nodes": [
      {
        "id": "schedule",
        "type": "trigger.schedule",
        "label": "Every 10 minutes",
        "config": {
          "interval_sec": 600,
          "timezone": "UTC"
        },
        "connection_id": null,
        "worker_type": "generic-worker",
        "position": {
          "x": 60,
          "y": 220
        }
      },
      {
        "id": "gmail_fetch",
        "type": "mail.fetch",
        "label": "Fetch sales inbox",
        "config": {
          "label": "inbox",
          "unread_only": true,
          "max_scan": 20,
          "mark_read": true
        },
        "connection_id": null,
        "worker_type": "generic-worker",
        "position": {
          "x": 380,
          "y": 220
        }
      },
      {
        "id": "ai_classify",
        "type": "ai.classify",
        "label": "Lead, customer or vendor?",
        "config": {
          "model": "claude-haiku-4-5",
          "labels": [
            "new_lead",
            "existing_customer",
            "vendor",
            "other"
          ],
          "text": "From: {{ steps.gmail_fetch.from }}\nSubject: {{ steps.gmail_fetch.subject }}\n\n{{ steps.gmail_fetch.text }}",
          "temperature": 0
        },
        "connection_id": null,
        "worker_type": "ai-worker",
        "position": {
          "x": 700,
          "y": 220
        }
      },
      {
        "id": "branch_route",
        "type": "control.branch",
        "label": "Route",
        "config": {
          "mode": "first_match"
        },
        "connection_id": null,
        "worker_type": "generic-worker",
        "position": {
          "x": 1020,
          "y": 220
        }
      },
      {
        "id": "map_lead",
        "type": "data.map",
        "label": "Lead record",
        "config": {
          "mappings": {
            "email": "steps.gmail_fetch.from",
            "subject": "steps.gmail_fetch.subject",
            "notes": "steps.gmail_fetch.snippet",
            "leadSource": "'sales-inbox'"
          }
        },
        "connection_id": null,
        "worker_type": "generic-worker",
        "position": {
          "x": 1340,
          "y": 30
        }
      },
      {
        "id": "create_lead",
        "type": "http.request",
        "label": "Create CRM lead",
        "config": {
          "method": "POST",
          "url": "https://crm.example.com/api/leads",
          "json": {}
        },
        "connection_id": null,
        "worker_type": "generic-worker",
        "position": {
          "x": 1660,
          "y": 30
        }
      },
      {
        "id": "send_forward",
        "type": "mail.send",
        "label": "Forward to account team",
        "config": {
          "to": "accounts@example.com",
          "subject": "FWD: {{ steps.gmail_fetch.subject }} ({{ steps.ai_classify.response.label }})",
          "body_text": "From: {{ steps.gmail_fetch.from }}\n\n{{ steps.gmail_fetch.text }}"
        },
        "connection_id": null,
        "worker_type": "generic-worker",
        "position": {
          "x": 1340,
          "y": 410
        }
      }
    ],
    "edges": [
      {
        "from": "schedule",
        "to": "gmail_fetch"
      },
      {
        "from": "gmail_fetch",
        "to": "ai_classify"
      },
      {
        "from": "ai_classify",
        "to": "branch_route"
      },
      {
        "from": "branch_route",
        "to": "map_lead",
        "branch": "true",
        "condition": {
          "match": "all",
          "rules": [
            {
              "left": "response.label",
              "op": "equals",
              "right": "new_lead"
            }
          ]
        },
        "label": "new lead"
      },
      {
        "from": "map_lead",
        "to": "create_lead"
      },
      {
        "from": "branch_route",
        "to": "send_forward",
        "branch": "false",
        "label": "everything else",
        "priority": 1
      }
    ]
  }
}

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