posthog-inbound-leads

Qualify inbound leads by mapping company profiles and growth signals to determine whether to schedule a sales call, route to self-serve, or disqualify, using Vitally context for accurate routing decisions.

Yes, the system drafts tailored response emails by mapping inbound leads to primary and secondary use cases, generating customized outreach with recommended next steps and validated vendor-specific resource links.

Yes, the inbound lead triage process works with Salesforce and Vitally, ingesting lead details from Salesforce while checking Vitally for existing account context to adjust messaging and routing decisions.

The best way to route inbound leads is by evaluating company fundings, headcount, and growth signals alongside use-case fit, then mapping those factors to a disposition decision for self-serve routing or sales qualification.

To start triaging an inbound lead, paste the lead details or describe the inbound inquiry and say "triage this inbound" to initiate the qualification, research, and email drafting workflow.

The workflow validates all URLs in the draft email to ensure they resolve and point to the intended vendor-specific content before finalizing the disposition recommendation and outreach response.