- Hosted Robocorp RPA grabs leads from a government website each morning
- RPA filters and processes these into lists that would interest various sales individuals.
- RPA uploads this list to salesforce as leads and assigns them.
- This triggers a Salesforce Flow which auto emails the leads in order to start the process
- As part of this email, they have the option to fill out an online form (Form Assembly) for an instant quote.
- This form syncs to Salesforce, enriching the lead informatino
- This form kicks of a calculation and emails the lead a price from salesforce, while also moving the status of the lead and putting them into a marketing email drip