Route a new lead.
Beagle watches Gravity Forms for when a new response comes in, update the record and draft the follow-up in Salesforce, then posts it to Microsoft Teams - and waits for your nod before anything goes out.
How it runs.
Describe the job once, in the channel. Beagle watches for the trigger and holds every send for your nod. The same run lands in Slack, Microsoft Teams, or over email.
@beagle whenever a new response comes in, update the record and draft the follow-up in Salesforce and post it here for my nod.
On it. Watching Gravity Forms now - when it fires I'll run the steps and hold the result here for you.
Just fired in Gravity Forms - ran every step. One nod and it goes out.
When a new response comes in.
Update the record and draft the follow-up.
Posts here and holds for your nod.
Approve. That used to eat half my day.
Done - posted here and updated in Salesforce.
What it feels like.
When a new response comes in
Beagle catches it in Gravity Forms and runs every step of the route a new lead - you approve once, in Microsoft Teams.
Ask across the whole stack, in plain language
"Where did this one get stuck?" Beagle answers from Gravity Forms, Salesforce and Microsoft Teams together, with the receipts attached.
Nothing fires without you
Every send is held in Microsoft Teams for your nod. Correct it once and Beagle remembers.
Common questions.
Can Beagle run this route a new lead across Gravity Forms, Salesforce and Microsoft Teams?
Yes. Connect each tool with OAuth and Beagle runs the steps for you from Slack or Microsoft Teams - reading what it needs, drafting the work, and asking before anything goes out.
What kicks the workflow off?
Beagle watches Gravity Forms for when a new response comes in. You can also trigger a run any time by asking in the channel.
Do I need Zapier, Make or a workflow builder?
No. There is no canvas to wire up. You describe the job once in plain language, or let Beagle run it on a schedule, and it handles the steps as a teammate would.
Is it secure?
Every read is scoped to the teammate who asked - Beagle only sees what that person can already see. Nothing posts to Microsoft Teams until you approve it.
Can I change the steps or the tools?
Yes. Swap any tool, add a step, or tell Beagle to do it differently. The flow works the same in Slack and Microsoft Teams.
How long does setup take?
Minutes. Add Beagle to your workspace, connect Gravity Forms, Salesforce and Microsoft Teams with OAuth, and describe the job in the channel. The first run can happen the same afternoon.
Same job, your tools.
