Lead Follow Up Task Flow
Automatically creates a standardized follow-up Task when a new Lead is created. Configure due date, owner, and priority.
- Record-triggered (after insert)
- Configurable due date offset
- Optional owner routing
Template Catalog
Ready-to-use Salesforce assets. Each product page includes its own installation steps.
Lead Engagement Score Tracker
Calculates a Lead Engagement Score from configurable activity and field signals, then updates a score and tier for routing and prioritization.
- Configurable weights
- Hot / Warm / Cold thresholds
- No Apex required
Data Quality Checker Pack
Automatically scans Leads, Contacts, and Accounts for missing fields, duplicates, and old records, then logs each issue for reporting and cleanup.
- Identifies missing email, phone, and address fields
- Flags potential duplicates across key objects
- Includes reports and a dashboard for data quality monitoring
How it Works
- Choose a template: Browse the catalog and click “View details” to open the product page.
- Purchase securely: On the product page, click the “Buy for $9.99” (or applicable price) button to complete checkout through Gumroad.
- Download your files: You’ll immediately receive a ZIP file with the Flow or template and a Quick Start guide.
- Install it: Follow the instructions included on the product page to deploy the Flow using Workbench or your preferred method.
All purchases are delivered instantly via Gumroad. If you encounter any issues with download or installation, contact [email protected].