Route and reassign leads with SLA using Google Sheets and Slack
1) Form Trigger (New Lead)
2) Prep Lead
3) Get Sales List (active=ON)
googleSheets
4) Build Sales List
5) Get routing_state (last_index)
googleSheets
6) Initial Assign (Round Robin)
7) Update routing_state
googleSheets
8) Upsert Lead (leads sheet)
googleSheets
SLA Trigger (every 1 hour)
SLA) Get Sales List
googleSheets
SLA) Build Sales List
SLA) Get Leads (stage=NEW)
googleSheets
SLA) If last route >= 1 hour
SLA) Re-route to next sales
SLA) Update lead (after reroute)
googleSheets
STAGE) Webhook (/demo-stage-update)
STAGE) Update lead stage to CONTACTED
googleSheets
SLA) Slack Notify (reroute) & Button
slack
9) Slack Notify (New Lead) & Button
slack
STAGE) Lookup lead by lead_id
googleSheets
STAGE) Prep Payload
STAGE) If authorized
STAGE) Slack Feedback - Not allowed
STAGE) Authorize click (must be assigned sales)
🚨 SLACK ESCALATION
slack
Set Manager id
IF route_count >= 10
ESC) Get escalation flag
googleSheets
ESC) Set escalation flag
googleSheets
ESC) Normalize flag result
ESC) If not escalated yet
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