›Map the new website inquiry into the existing CRM. Keep the owner assignment and add a five-minute follow-up check.
assistantI’ll inspect the fields first, then wire the flow without replacing the current pipeline.
mcp.crmlist_fields pipeline="New business"
✓Found: name, email, phone, service, source, owner, status
mcp.automationcreate_trigger event="form.submitted" source="website"
✓Trigger ready · sample payload validated
mcp.crmupsert_contact match="email OR phone" assign="service territory"
✓Duplicate protection on · current ownership rules preserved
mcp.automationadd_step wait="5m" condition="owner has not replied"
✓Notify owner in team inbox · no customer message sent automatically
›Run a safe test with a temporary record and show the route.
assistantTesting: Website → CRM → owner assignment → five-minute checkpoint.
✓PASS · temporary record removed · flow ready for review
summaryOne inquiry path, zero duplicate entry, clear human ownership at every step.