Processes a new inbound lead from Adam's website (styermortgage.com) — creates a Salesforce contact with Lead Source: Web Lead, drafts a personalized follow-up email via Gmail that references the conversation, includes the loan application link, and lists the documents needed to get started. Use this skill whenever Adam provides a website lead — someone who filled out the contact form on his site and had an initial phone call. Trigger on phrases like: "website lead", "came in through the site", "web lead from [name]", "website inquiry", "they found me online", "came from the website", or any time Adam uploads a screenshot of a website form submission. This is a DIFFERENT workflow from the realtor referral intake — there is no referring agent, Lead Source is Web Lead, and the email is custom based on the phone conversation rather than a templated referral intro.
This skill handles the complete intake workflow when a lead comes in through styermortgage.com. It creates a Salesforce contact, drafts a custom follow-up email that reflects the call, and produces a pre-send checklist.
Triggered by: Website form submission leads, inbound web inquiries Output: Salesforce contact created, Gmail draft (or Outlook if available), pre-send checklist Executor: Adam reviews draft and sends
Gather the following from context — Adam's message, uploaded screenshot, or call transcript.
| Field | Source | Fallback |
|---|---|---|
| Borrower Name | Screenshot / Adam's message | flag as missing |
| Screenshot / Adam's message | flag as missing | |
| Phone | Screenshot / Adam's message | omit from contact |
| Loan Goal | Screenshot (Purchase / Refi / etc.) | Purchase |
| Key scenario details | Call transcript or Adam's notes | flag missing areas |
No referring agent — this is a direct web lead. Do not populate Lead Source as Realtor Referral.
Use salesforce_create_record to create the contact.
Default field values for website leads:
| Field | Value |
|---|---|
| Account | Database |
| Group | Client |
| Stage | Lead |
| Lead Source | Web Lead |
| Last Touch | MM/DD/YYYY — Website lead, initial phone call completed |
Example call: