AI Lead Scoring: Salesforce, GPT-4o, Slack & Data Masking

This workflow triggers on new or updated Salesforce Leads hourly, fetches full records via HTTP, and masks sensitive PII (names, emails, addresses) using JavaScript code for GDPR/SOC 2 compliance before sending to OpenAI's GPT-4o. GPT-4o analyzes leads, assigns a 0-100 score, A-F grade, key reasons, next action, and a personalized email draft.

Data is unmasked only as needed post-analysis to prevent leaks in logs or prompts. Finally, it sends a concise Slack summary—score, grade, reasons, action, and email draft—to the relevant sales rep for immediate action.

Benefits include security-by-design with reversible tokenization, consistent AI scoring via baked-in rubrics, no-code adaptability (easy CRM swaps), and instant team handoffs replacing spreadsheets. Ideal for rev-ops in sales teams prioritizing high-value leads without data exposure risks.