Overview of an Advanced Multi-Branch Inbound Routing Workflow Built in Clay
Hey everyone! 👋 Built an advanced inbound routing play/workflow inside Clay. Here is a quick look at how I’ve structured it: What this workflow does: Triggers: Handles multi-source inbound entries (e.g., New inbound lead, Parsed lead data). Enrichment & Filtering: Reads CRM records, runs conditional logic (Which of the list is it?), and branches out paths depending on specific criteria (Enrichment, Scoring, Conditional Routing). Actions & Notifications: Automatically logs touchpoints, triggers custom AI prompts/scorers, formats briefs, and routes tasks to the sales team seamlessly. Would love to hear your thoughts or if anyone has optimized a similar multi-branch inbound routing play differently!
