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CRM Sync

A lightweight automation that monitors your Gmail, updates Google Sheets, and uses Claude Haiku to classify replies — so you never lose track of a lead and never update a spreadsheet manually again.

WHAT IT DOES

Your pipeline updates itself.

  • Detects every email you send and sets status + follow-up dates automatically in business days
  • Reads incoming replies and uses Claude Haiku to classify intent — Interested, Declined, OOO, or Wrong Person
  • Delivers a morning digest of every lead whose follow-up is due today
HOW IT RUNS

Three phases, every run.

  1. Sent mail detection

    Queries Gmail for sent emails to each lead. When a new email is detected, the tool sets the lead's status and calculates the next follow-up date in business days — first contact gets 3 days, follow-up 1 gets 5, follow-up 2 gets 7.

  2. Reply classification

    Queries Gmail for inbound replies since first contact. If a reply is found, Claude Haiku reads the email body and returns a single label — Interested, Declined, OOO, or Wrong Person — and the pipeline updates accordingly.

  3. Morning digest

    On the 8am run only: collects every lead whose follow-up date is today or earlier and surfaces a summary of who needs attention — so you start every day with a clear action list, not a spreadsheet audit.

WATCH IT RUN

See the full pipeline live.

A full walkthrough of the CRM Sync running against a real lead list — sent detection, reply classification, and the morning digest all in one execution.

▶ Watch on YouTube
UNDER THE HOOD

Built on Trigger.dev.

CRM Sync pipeline running in Trigger.dev — scheduled tasks visible with timing and output
Sent Detection
Reply Classification
Morning Digest

Built on Trigger.dev v3 with Claude Haiku 4.5, Gmail API, and Google Sheets

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