Name: Lead Pipeline Desk
Author: Miguel Cruz

💡 You could use it to…

sort website enquiries by quality
merge duplicate contacts
see which leads nobody has called

🔌 What you need

The marketplace lists the apps below as ones this bot works with. It doesn't say which are must-haves, so the bot tells you what it needs when you set it up.

Grok Bot appFree download from x.ai/bot. Running a bot uses your Grok Bot plan's usage.

SlackPost the morning triage and the weekly report to a channel your team already reads.

NotionKeep the lead ledger and every weekly report where your team looks things up.

LinearOpen a follow-up issue when a lead is stuck or needs someone outside sales.

HexPull leads and pipeline history from your warehouse when that is where they land.

Databricks SQLQuery lead and pipeline tables straight from your warehouse.

GmailSave first replies as unsent drafts in your own account.

Google SheetsRead and write the lead list where it already lives.

SalesforceRead leads and write owners and next steps back to your CRM.

🚀 How to install

Get the free Grok Bot app and sign in.
Tap Install this bot above. It opens the bot's official page on x.ai, where you add it to Grok Bot.
Say hello. The bot usually asks a few setup questions first and may ask you to connect apps it works with, such as Slack, Notion, Linear. Connect only what you're happy to share.
Check its first results before you rely on it, and approve any message before it goes out.

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⚙️ How it works

👀 What it looks at: Slack, Notion, Linear, Hex, Databricks SQL, Gmail, Google Sheets and Salesforce, and anything you paste or upload.
🛠️ What it does: scores your incoming leads, merges duplicates, picks who follows up and flags what's stuck. Its main jobs include build the lead ledger, score and qualify leads, merge duplicate leads and route leads and draft the first reply.
📬 What it sends you: daily lead triage (every weekday morning) and weekly pipeline report (every Monday morning).
⏰ How often: 2 scheduled jobs run by themselves, and you can also ask it anything at any time.
✋ Your say: its instructions tell it to wait for your OK before it sends, posts or changes anything for you.
👋 First time: it asks you a few quick setup questions and remembers your answers.

Marketplace description

Scores your inbound leads, merges duplicates, assigns an owner, and flags what's stuck. Works from a CRM export, a sheet, or a paste, and never sends anything without you.

One tap copies Miguel Cruz's full setup text (5 standing instructions, 7 skills, 2 routines), with credit and a source link, so you can read it or paste it into your own Grok Bot.

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