1. Lead ArrivesModule 9 WhatsApp / Module 8 Email
Inbound WhatsApp / Email message received via webhook
2. CRM Lead CreatedModule 5 Lead Management
Structured Lead record initialized with source & campaign attribution
3. Company EnrichmentModule 3 Account & Contacts
Account lookup & Clearbit/LinkedIn data enrichment executed
4. AI Lead ScoringModule 18 Sales Intelligence
AI Lead Scoring Engine evaluates ICP fit & engagement velocity (Score: 88/100)
5. Lead AssignmentModule 11 Workflows & Module 20 Team Performance
Workflow engine routes high-scoring lead to senior AE based on territory
6. Approved OutreachModule 15 AI Agents & Module 16 Guardrails
Personalized WhatsApp template drafted by AI Lead Agent & sent upon AE approval
7. Demo MeetingModule 12 Meeting Management
Calendar invitation accepted & Zoom meeting transcribed
8. AI Summary & ExtractionModule 13 Auto-Summarization
Auto-Summarization extracts budget (₹50L), decision maker, and timeline
9. Deal Stage UpdateModule 6 Deal & Pipeline
Deal automatically created in Pipeline Stage: Proposal Sent (₹50,00,000)
10. Deal Risk MonitoringModule 18 & Module 19 Analytics
Sales Intelligence tracks deal health & alerts manager on competitor risk