How It Works
How It Works The workflow starts with a scheduled trigger that activates at set intervals. Behavioral data from multiple sources is parsed and sent to the MCDN routing engine, which intelligently assigns leads to the right teams based on predefined rules. AI-powered scoring evaluates each prospect’s potential, ensuring high-quality leads are prioritized. The results are synced to the CRM, and updates are reflected on an analytics dashboard for real-time visibility. Setup Steps Trigger: Define schedule frequency. Data Fetch: Configure APIs for all behavioral data sources. MCDN Router: Set routing rules, thresholds, and team assignments. AI Models: Connect OpenAI/NVIDIA APIs and configure scoring prompts. CRM Integration: Enter credentials for Salesforce, HubSpot, or other CRMs. Dashboard: Link to analytics tools like Tableau or Google Sheets for reporting. Prerequisites API credentials: NVIDIA AI, OpenAI, CRM platform; data sources; spreadsheet/analytics access Use Cases Lead prioritization for sales teams; customer segmentation; automated routing; Customization Adjust routing rules, add custom scoring models, modify team assignments, expand data sources, integrate additional AI providers Benefits Reduces manual lead routing 90%; improves scoring accuracy; accelerates sales cycle; enables data-driven team assignments;. An n8n automation workflow template by Cheng Siong Chin.
Cheng Siong Chin
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