La génération de leads est une priorité pour toute entreprise qui souhaite croître. Les nouveaux outils d’automatisation permettent de qualifier, segmenter et intégrer les leads directement dans votre CRM. Découvrez les stratégies actuelles, des exemples de workflows et des conseils pour choisir les solutions adaptées à votre activité.
{
"name": "Categorize support tickets with ChatGPT and allocate based on agent expertise",
"flow": [
{
"id": 1,
"module": "zendesk:WatchTickets",
"version": 2,
"parameters": {
"limit": 100,
"query": "",
"watch": "created_at",
"search_by": "query"
},
"mapper": {},
"metadata": {
"designer": {
"x": 0,
"y": 0
},
"restore": {
"parameters": {
"watch": {
"label": "Only New Tickets"
},
"search_by": {
"label": "User Defined Query"
},
"__IMTCONN__": {
"data": {
"scoped": "true",
"connection": "zendesk"
},
"label": "My Zendesk c`1onnection (development@integromat.com)"
}
}
},
"parameters": [
{
"name": "__IMTCONN__",
"type": "account:zendesk",
"label": "Connection"
},
{
"name": "watch",
"type": "select",
"label": "Watch",
"required": true,
"validate": {
"enum": [
"created_at",
"updated_at"
]
}
},
{
"name": "search_by",
"type": "select",
"label": "Search By",
"validate": {
"enum": [
"query",
"filter"
]
}
},
{
"name": "limit",
"type": "uinteger",
"label": "Limit",
"required": true
},
{
"name": "query",
"type": "text",
"label": "Filtering"
}
],
"interface": [
{
"name": "id",
"type": "uinteger",
"label": "Ticket ID"
},
{
"name": "url",
"type": "url",
"label": "URL"
},
{
"name": "external_id",
"type": "text",
"label": "External ID"
},
{
"name": "created_at",
"type": "date",
"label": "Created At"
},
{
"name": "updated_at",
"type": "date",
"label": "Updated At"
},
{
"name": "type",
"type": "text",
"label": "Type"
},
{
"name": "subject",
"type": "text",
"label": "Subject"
},
{
"name": "raw_subject",
"type": "text",
"label": "Raw Subject"
},
{
"name": "description",
"type": "text",
"label": "Description"
},
{
"name": "priority",
"type": "text",
"label": "Priority"
},
{
"name": "status",
"type": "text",
"label": "Status"
},
{
"name": "recipient",
"type": "email",
"label": "Recipient"
},
{
"name": "requester_id",
"type": "uinteger",
"label": "Requester ID"
},
{
"name": "submitter_id",
"type": "uinteger",
"label": "Submitter ID"
},
{
"name": "assignee_id",
"type": "uinteger",
"label": "Assignee ID"
},
{
"name": "organization_id",
"type": "uinteger",
"label": "Organization ID"
},
{
"name": "group_id",
"type": "uinteger",
"label": "Group ID"
},
{
"name": "collaborator_ids",
"spec": {
"type": "uinteger",
"label": "element"
},
"type": "array",
"label": "Collaborator IDs"
},
{
"name": "email_cc_ids",
"spec": {
"type": "uinteger",
"label": "element"
},
"type": "array",
"label": "Email CC IDs"
},
{
"name": "follower_ids",
"spec": {
"type": "uinteger",
"label": "element"
},
"type": "array",
"label": "Follower IDs"
},
{
"name": "problem_id",
"type": "uinteger",
"label": "Problem ID"
},
{
"name": "has_incidents",
"type": "boolean",
"label": "Has Incidents"
},
{
"name": "due_at",
"type": "date",
"label": "Due At"
},
{
"name": "tags",
"spec": {
"type": "text",
"label": "element"
},
"type": "array",
"label": "Tags"
},
{
"name": "via",
"spec": [
{
"name": "channel",
"type": "text",
"label": "Channel"
},
{
"name": "source",
"spec": [
{
"name": "from",
"spec": [
{
"name": "address",
"type": "email",
"label": "Address"
},
{
"name": "name",
"type": "text",
"label": "Name"
}
],
"type": "collection",
"label": "From"
},
{
"name": "to",
"spec": [
{
"name": "name",
"type": "text",
"label": "Name"
},
{
"name": "address",
"type": "email",
"label": "Address"
}
],
"type": "collection",
"label": "To"
},
{
"name": "rel",
"type": "text",
"label": "Rel"
}
],
"type": "collection",
"label": "Source"
}
],
"type": "collection",
"label": "Via"
},
{
"name": "forum_topic_id",
"type": "uinteger",
"label": "Forum Topic ID"
},
{
"name": "is_public",
"type": "boolean",
"label": "Is Public"
},
{
"name": "satisfaction_rating",
"type": "text",
"label": "Satisfaction Rating"
},
{
"name": "sharing_agreement_ids",
"spec": {
"type": "uinteger",
"label": "element"
},
"type": "array",
"label": "Sharing Agreement IDs"
},
{
"name": "fields",
"spec": [
{
"name": "id",
"type": "uinteger",
"label": "Field ID"
},
{
"name": "value",
"type": "text",
"label": "Value"
}
],
"type": "array",
"label": "Fields"
},
{
"name": "followup_ids",
"spec": {
"type": "uinteger",
"label": "element"
},
"type": "array",
"label": "Follow-up IDs"
},
{
"name": "ticket_form_id",
"type": "uinteger",
"label": "Ticket Form ID"
},
{
"name": "brand_id",
"type": "uinteger",
"label": "Brand ID"
},
{
"name": "satisfaction_probability",
"type": "text",
"label": "Satisfaction Probability"
},
{
"name": "allow_channelback",
"type": "boolean",
"label": "Allow Channelback"
},
{
"name": "allow_attachments",
"type": "boolean",
"label": "Allow Attachments"
},
{
"name": "result_type",
"type": "text",
"label": "Result Type"
},
{
"name": "custom_fields",
"spec": [
{
"meta": {
"type": "date"
},
"name": "360008007498",
"type": "date",
"label": "CustomDate"
},
{
"meta": {
"type": "text"
},
"name": "360008120618",
"type": "text",
"label": "Test1"
},
{
"meta": {
"type": "text"
},
"name": "360008130737",
"type": "text",
"label": "Test2"
},
{
"meta": {
"type": "text"
},
"name": "360010459138",
"type": "text",
"label": "web Made"
},
{
"name": "360010459158",
"type": "boolean",
"label": "checkbox web made"
},
{
"meta": {
"type": "multiselect"
},
"name": "360010488458",
"type": "text",
"label": "multi select test"
},
{
"meta": {
"type": "regexp"
},
"name": "360010488498",
"type": "text",
"label": "regggex"
},
{
"meta": {
"type": "partialcreditcard"
},
"name": "360010488518",
"type": "text",
"label": "credit card"
},
{
"meta": {
"type": "tagger"
},
"name": "360010532277",
"type": "text",
"label": "Dropdown Test"
},
{
"meta": {
"type": "integer"
},
"name": "360010532297",
"type": "uinteger",
"label": "test number"
},
{
"meta": {
"type": "date"
},
"name": "360010532357",
"type": "date",
"label": "testdates"
},
{
"meta": {
"type": "multiline"
},
"name": "360010532377",
"type": "text",
"label": "multilne ",
"multiline": true
},
{
"meta": {
"type": "tagger"
},
"name": "11865408426513",
"type": "text",
"label": "Event"
},
{
"meta": {
"type": "text"
},
"name": "11865661847313",
"type": "text",
"label": "Test TEXT"
},
{
"meta": {
"type": "text"
},
"name": "14551323585809",
"type": "text",
"label": "Request Refund"
}
],
"type": "collection",
"label": "Custom Fields"
}
]
}
},
{
"id": 5,
"module": "openai-gpt-3:CreateCompletion",
"version": 1,
"parameters": {},
"mapper": {
"model": "text-davinci-003",
"prompt": "Classify the following ticket '{{1.description}}' into one of the following categories:nnOrders and PaymentsnProduct Features nSecurity and PrivacynPromotions and CouponsnnIf it does not fall into any category, then categorize it as 'General'.",
"select": "prompt"
},
"metadata": {
"designer": {
"x": 300,
"y": 0
},
"restore": {
"expect": {
"echo": {
"mode": "chose"
},
"model": {
"mode": "chose",
"label": "text-davinci-003"
},
"select": {
"label": "Create a Prompt Completion"
},
"additionalParameters": {
"mode": "chose"
}
},
"parameters": {
"__IMTCONN__": {
"data": {
"scoped": "true",
"connection": "openai-gpt-3"
},
"label": "My OpenAI connection"
}
}
},
"parameters": [
{
"name": "__IMTCONN__",
"type": "account:openai-gpt-3",
"label": "Connection"
}
],
"expect": [
{
"name": "select",
"type": "select",
"label": "Select Method",
"required": true,
"validate": {
"enum": [
"prompt",
"chat"
]
}
},
{
"name": "max_tokens",
"type": "number",
"label": "Max Tokens"
},
{
"name": "temperature",
"type": "number",
"label": "Temperature"
},
{
"name": "top_p",
"type": "number",
"label": "Top p"
},
{
"name": "n_completions",
"type": "number",
"label": "N"
},
{
"name": "echo",
"type": "boolean",
"label": "Echo"
},
{
"name": "additionalParameters",
"spec": [
{
"name": "key",
"type": "text",
"label": "Parameter Name",
"required": true
},
{
"name": "type",
"type": "select",
"label": "Input Type",
"options": [
{
"label": "Text",
"value": "text",
"nested": [
{
"name": "value",
"type": "text",
"label": "Parameter Value"
}
],
"default": true
},
{
"label": "Number",
"value": "number",
"nested": [
{
"name": "value",
"type": "number",
"label": "Parameter Value"
}
]
},
{
"label": "Boolean",
"value": "boolean",
"nested": [
{
"name": "value",
"type": "boolean",
"label": "Parameter Value"
}
]
},
{
"label": "Date",
"value": "date",
"nested": [
{
"name": "value",
"type": "date",
"label": "Parameter Value"
}
]
},
{
"label": "Any",
"value": "any",
"nested": [
{
"name": "value",
"type": "any",
"label": "Parameter Value"
}
]
}
]
}
],
"type": "array",
"label": "Other Input Parameters"
},
{
"name": "model",
"type": "select",
"label": "Model",
"required": true
},
{
"name": "prompt",
"type": "any",
"label": "Prompt"
}
]
}
},
{
"id": 16,
"module": "zendesk:SearchUsers",
"version": 2,
"parameters": {},
"mapper": {
"limit": "100",
"query": "group:"{{5.choices[].text}}"",
"sort_by": "created_at",
"sort_order": "asc"
},
"metadata": {
"designer": {
"x": 600,
"y": 0
},
"restore": {
"expect": {
"sort_by": {
"mode": "chose",
"label": "Created Date"
},
"sort_order": {
"mode": "chose",
"label": "Ascending"
}
},
"parameters": {
"__IMTCONN__": {
"data": {
"scoped": "true",
"connection": "zendesk"
},
"label": "My Zendesk c`1onnection (development@integromat.com)"
}
}
},
"parameters": [
{
"name": "__IMTCONN__",
"type": "account:zendesk",
"label": "Connection"
}
],
"expect": [
{
"name": "sort_by",
"type": "select",
"label": "Sort By",
"required": true,
"validate": {
"enum": [
"created_at",
"updated_at"
]
}
},
{
"name": "sort_order",
"type": "select",
"label": "Sort Order",
"required": true,
"validate": {
"enum": [
"asc",
"desc"
]
}
},
{
"name": "query",
"type": "text",
"label": "Filtering"
},
{
"name": "limit",
"type": "uinteger",
"label": "Limit"
}
],
"interface": [
{
"name": "__IMTLENGTH__",
"type": "uinteger",
"label": "Total number of bundles"
},
{
"name": "__IMTINDEX__",
"type": "uinteger",
"label": "Bundle order position"
},
{
"name": "id",
"type": "uinteger",
"label": "User ID"
},
{
"name": "url",
"type": "url",
"label": "User URL"
},
{
"name": "name",
"type": "text",
"label": "Name"
},
{
"name": "email",
"type": "email",
"label": "Email"
},
{
"name": "created_at",
"type": "date",
"label": "Created At"
},
{
"name": "updated_at",
"type": "date",
"label": "Updated At"
},
{
"name": "time_zone",
"type": "text",
"label": "Time Zone"
},
{
"name": "iana_time_zone",
"type": "text",
"label": "IANA Time Zone"
},
{
"name": "phone",
"type": "uinteger",
"label": "Phone"
},
{
"name": "shared_phone_number",
"type": "uinteger",
"label": "Shared Phone Number"
},
{
"name": "result_type",
"type": "text",
"label": "Result Type"
},
{
"name": "photo",
"spec": [
{
"name": "url",
"type": "url",
"label": "Photo URL"
},
{
"name": "id",
"type": "uinteger",
"label": "Photo ID"
},
{
"name": "file_name",
"type": "text",
"label": "File Name"
},
{
"name": "content_url",
"type": "url",
"label": "Content URL"
},
{
"name": "mapped_content_url",
"type": "url",
"label": "Mapped Content URL"
},
{
"name": "content_type",
"type": "text",
"label": "Content Type"
},
{
"name": "size",
"type": "uinteger",
"label": "Size"
},
{
"name": "width",
"type": "uinteger",
"label": "Width"
},
{
"name": "height",
"type": "uinteger",
"label": "Height"
},
{
"name": "inline",
"type": "boolean",
"label": "Inline"
},
{
"name": "deleted",
"type": "boolean",
"label": "Deleted"
},
{
"name": "thumbnails",
"spec": [
{
"name": "url",
"type": "url",
"label": "Thumbnail URL"
},
{
"name": "id",
"type": "uinteger",
"label": "Thumbnail ID"
},
{
"name": "file_name",
"type": "text",
"label": "File Name"
},
{
"name": "content_url",
"type": "url",
"label": "Content URL"
},
{
"name": "mapped_content_url",
"type": "url",
"label": "Mapped Content URL"
},
{
"name": "content_type",
"type": "text",
"label": "Content Type"
},
{
"name": "size",
"type": "uinteger",
"label": "Size"
},
{
"name": "width",
"type": "uinteger",
"label": "Width"
},
{
"name": "height",
"type": "uinteger",
"label": "Height"
},
{
"name": "inline",
"type": "boolean",
"label": "Inline"
},
{
"name": "deleted",
"type": "boolean",
"label": "Deleted"
}
],
"type": "array",
"label": "Thumbnails"
}
],
"type": "collection",
"label": "Photo"
},
{
"name": "locale_id",
"type": "uinteger",
"label": "Locale ID"
},
{
"name": "locale",
"type": "text",
"label": "Locale"
},
{
"name": "organization_id",
"type": "uinteger",
"label": "Organization ID"
},
{
"name": "role",
"type": "text",
"label": "Role"
},
{
"name": "verified",
"type": "boolean",
"label": "Verified"
},
{
"name": "external_id",
"type": "text",
"label": "External ID"
},
{
"name": "tags",
"spec": {
"type": "text",
"label": "element"
},
"type": "array",
"label": "Tags"
},
{
"name": "alias",
"type": "text",
"label": "Alias"
},
{
"name": "active",
"type": "boolean",
"label": "Active"
},
{
"name": "shared",
"type": "boolean",
"label": "Shared"
},
{
"name": "shared_agent",
"type": "boolean",
"label": "Shared Agent"
},
{
"name": "last_login_at",
"type": "date",
"label": "Last Login At"
},
{
"name": "two_factor_auth_enabled",
"type": "boolean",
"label": "Two Factor Authentication Enabled"
},
{
"name": "signature",
"type": "text",
"label": "Signature"
},
{
"name": "details",
"type": "text",
"label": "Details"
},
{
"name": "notes",
"type": "text",
"label": "Notes"
},
{
"name": "role_type",
"type": "text",
"label": "Role Type"
},
{
"name": "custom_role_id",
"type": "text",
"label": "Custom Role ID"
},
{
"name": "moderator",
"type": "boolean",
"label": "Moderator"
},
{
"name": "ticket_restriction",
"type": "text",
"label": "Ticket Restriction"
},
{
"name": "only_private_comments",
"type": "boolean",
"label": "Only Private Comments"
},
{
"name": "restricted_agent",
"type": "boolean",
"label": "Restricted Agent"
},
{
"name": "suspended",
"type": "boolean",
"label": "Suspended"
},
{
"name": "chat_only",
"type": "boolean",
"label": "Chat Only"
},
{
"name": "default_group_id",
"type": "text",
"label": "Default Group ID"
},
{
"name": "report_csv",
"type": "boolean",
"label": "Report CSV"
},
{
"name": "user_fields",
"spec": [
{
"meta": {
"type": "integer"
},
"name": "some_number",
"type": "uinteger",
"label": "some Number"
},
{
"meta": {
"type": "date"
},
"name": "birthday",
"type": "date",
"label": "birthday"
},
{
"meta": {
"type": "decimal"
},
"name": "pi",
"type": "number",
"label": "pi"
},
{
"name": "liar",
"type": "boolean",
"label": "Liar"
}
],
"type": "collection",
"label": "User Fields"
}
]
}
},
{
"id": 14,
"module": "builtin:BasicAggregator",
"version": 1,
"parameters": {
"feeder": 16
},
"mapper": {
"id": "{{16.id}}"
},
"metadata": {
"designer": {
"x": 900,
"y": 0
},
"restore": {
"extra": {
"feeder": {
"label": "Zendesk - Search Users [16]"
},
"target": {
"label": "Custom"
}
}
}
}
},
{
"id": 15,
"module": "util:SetVariable2",
"version": 1,
"parameters": {},
"mapper": {
"name": "Agent selection",
"scope": "roundtrip",
"value": "{{shuffle(14.array)}}"
},
"metadata": {
"designer": {
"x": 1200,
"y": 0
},
"restore": {
"expect": {
"scope": {
"label": "One cycle"
}
}
},
"expect": [
{
"name": "name",
"type": "text",
"label": "Variable name",
"required": true
},
{
"name": "scope",
"type": "select",
"label": "Variable lifetime",
"required": true,
"validate": {
"enum": [
"roundtrip",
"execution"
]
}
},
{
"name": "value",
"type": "any",
"label": "Variable value"
}
],
"interface": [
{
"name": "Agent selection",
"type": "any",
"label": "Agent selection"
}
]
}
},
{
"id": 6,
"module": "zendesk:UpdateTicket",
"version": 2,
"parameters": {},
"mapper": {
"comment": {
"comment_type": "plain_body"
},
"ticket_id": "{{1.id}}",
"assignee_id": "{{15.`Agent selection`[1].id}}",
"custom_fields": {}
},
"metadata": {
"designer": {
"x": 1500,
"y": 0
},
"restore": {
"expect": {
"tags": {
"mode": "chose"
},
"type": {
"mode": "chose",
"label": "Empty"
},
"status": {
"mode": "chose",
"label": "Empty"
},
"comment": {
"nested": {
"public": {
"mode": "chose"
},
"uploads": {
"mode": "chose"
},
"author_id": {
"mode": "edit"
},
"comment_type": {
"mode": "chose",
"label": "Plain"
}
}
},
"brand_id": {
"mode": "edit"
},
"group_id": {
"mode": "edit"
},
"priority": {
"mode": "chose",
"label": "Empty"
},
"email_ccs": {
"mode": "chose"
},
"followers": {
"mode": "chose"
},
"macro_ids": {
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