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lead-generating

Automate lead capture and tracking with Supabase storage and Make.com email workflows, managing conversations from new to qualified status.

Introduction

# Lead Inbox Automator

Capture leads into a centralized Supabase database with automatic Make.com email automation.

## Description

This skill provides a complete lead management system for Clawd agents. It stores leads in Supabase, triggers Make.com webhooks for auto-reply emails, and tracks the full conversation lifecycle from "new" to "qualified".

## Configuration

```json { "supabaseUrl": "https://your-project.supabase.co", "supabaseKey": "eyJ...your-service-role-key", "orgId": "550e8400-e29b-41d4-a716-446655440000", "defaultPriority": "medium" } ```

**Important:** Use the Service Role Key, not the Anon Key, for full database access.

## Actions

### createLead

Create a new lead and automatically trigger the automation workflow.

**Parameters:** - `email` (string, required): Contact email address - `name` (string, optional): Contact person name - `phone` (string, optional): Phone number - `source` (string, optional): Origin channel (default: "clawd_agent") - `priority` (string, optional): "low", "medium", "high", "urgent" - `custom_fields` (object, optional): Any additional data

**Returns:** ```json { "success": true, "lead_id": "uuid", "status": "new", "automation_triggered": true, "message": "Lead captured. Auto-reply will be sent within 60 seconds." } ```

**Example:** ```typescript const result = await skill.createLead({ email: "[email protected]", name: "Max Mustermann", source: "chat_bot", custom_fields: { product: "saas_basic" } }); ```

### getLead

Retrieve lead details including full conversation history.

**Parameters:** - `id` (string, required): Lead UUID

**Returns:** Lead object with `conversations` array and `reply_pending` boolean.

### listLeads

List leads with filtering options.

**Parameters:** - `status` (string, optional): Filter by status - `priority` (string, optional): Filter by priority - `limit` (number, optional): Max results (default: 50) - `dateFrom` (string, optional): ISO date filter

**Returns:** Array of leads and total count.

### updateStatus

Update lead lifecycle status.

**Parameters:** - `id` (string, required): Lead UUID - `status` (string, required): "qualified", "won", "lost", etc. - `notes` (string, optional): Qualification notes

### addConversation

Add a manual reply or note to the lead thread.

**Parameters:** - `leadId` (string, required): Lead UUID - `content` (string, required): Message text - `subject` (string, optional): Subject line

### getAutomationStatus

Check if the auto-reply email was successfully sent.

**Parameters:** - `leadId` (string, required): Lead UUID

**Returns:** ```json { "auto_reply_sent": true, "minutes_since_creation": 2, "automation_ok": true } ```

## Usage Flow

1. **Capture:** When a user expresses interest, call `createLead()` 2. **Verify:** After 60-120 seconds, call `getAutomationStatus()` to confirm auto-reply 3. **Qualify:** During conversation, update status to "qualified" if interested 4. **Log:** Use `addConversation()` to store your agent responses

## Error Handling

Common errors: - Invalid email format - Duplicate lead (within 24h) - Missing Supabase credentials - Automation timeout (>5min without reply)

## Schema

Leads table: - id, email, name, phone, source, status, priority - custom_fields (JSON), metadata (JSON) - first_reply_sent_at, created_at

Conversations table: - id, lead_id, direction (inbound/outbound/automated) - content, subject, channel, sent_at

## Tags

lead, crm, sales, automation, email, supabase

## Version

1.0.0

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