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Follow up the best new Salesforce leads first
For sales reps and managers who want new leads ranked, with duplicates and existing customers routed away, by asking their AI assistant.
On this page
Connector
Connect Salesforce, pick your AI tool and paste the prompt.
The problem
New leads that are not new at all
New leads arrive faster than they are worked, and some are duplicates of each other or people at existing customers. Sorting recent leads by who deserves a call first means checking each against contacts and accounts by hand.
Without PopdockAI
- Scan recent leads in date order
- Search contacts and accounts for each one
- Spot duplicates by eye
- Cold call a contact at an existing customer
With PopdockAI
- Recent unconverted leads are read for you
- Duplicates, existing customers and untouched leads are flagged
- Leads with no email or phone are called out
- Read only, with a ranked follow up list
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Triage unconverted leads created in the last `{lookback-days}` days (default 14), for owner `{owner}` (default: all).
**Step 1: Pull leads**
Call `salesforce-get-lead` with `converted` false, `created-date.from` set to today minus `{lookback-days}` days, `owner.contains` set to `{owner}` when given, and `max-records` 500.
**Step 2: Check each lead**
* **Duplicate lead:** the same email appears on more than one lead in the set.
* **Already a customer:** for each lead with an email, call `salesforce-get-contact` with `email`; for leads without a match, call `salesforce-get-account` with `name` set to the lead's company. A hit means the lead is really existing-customer activity.
* **Unworked:** status is still the initial status (Open or New) and the lead is more than 2 days old.
* **Incomplete:** no email and no phone.
**Step 3: Report**
* Counts by status and lead source.
* A ranked follow-up list: name, company, title, lead source, status, age, flags. Rank unworked leads with a known company and a senior title first.
* Duplicates and already-a-customer leads in their own tables.
**Rules & Guidelines:**
* This prompt is read-only. Do not call any write tool: `salesforce-add-account`, `salesforce-add-contact`, `salesforce-add-lead`, `salesforce-add-opportunity`, `salesforce-add-case`, `salesforce-add-task`, `salesforce-add-asset`, `salesforce-add-campaign`, `salesforce-update-account`, `salesforce-update-contact`, `salesforce-update-lead`, `salesforce-update-opportunity`, `salesforce-update-case`, `salesforce-update-task` or `salesforce-update-asset`.
* Point to `qualify-lead` for converting one.
**Validation:**
* If no leads match, say so and stop.Who it's for
One answer, three teams that use it
Sales development reps
Know who to call first
Get a ranked follow up list with known companies and senior titles at the top.
Rank my Salesforce leads from the last 7 days for follow up.
Sales managers
Make sure no new lead sits untouched
See leads still untouched after two days, by status and source.
Which Salesforce leads created this month are still untouched after two days?
Account managers
Route customer contacts away from cold outreach
Find leads who already work at your customers before a rep cold calls them.
Do any recent Salesforce leads match contacts or accounts we already have, like Contoso or Fabrikam?
How it works
What PopdockAI does when you ask
You optionally set a window and an owner, and your AI assistant triages recent leads against contacts and accounts. Nothing is changed.
01
Ask
You optionally set a lookback window and an owner.
02
Read
It reads recent unconverted Salesforce leads.
03
Check
It flags duplicates, existing customers, untouched leads and missing details.
04
Report
You get a ranked follow-up list and separate duplicate and customer tables.
What PopdockAI provides
The tools behind the answer
Ready made tools for Salesforce and one secure connection to your AI tool. No code, no exports.
salesforce-get-lead
salesforce-get-contact
salesforce-get-account
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Call the best new leads first
Related use cases
More ways to put this data to work
Capture a new Salesforce lead
Ask your AI to add a lead to Salesforce and it checks existing leads, contacts and accounts first, then creates the lead or updates the existing one only after you confirm.
Learn More
Create a Salesforce account with a contact
Ask your AI to create a Salesforce account with a contact and it checks for existing accounts, contacts and leads, then creates and links both only after you confirm.
Learn More
Log a Salesforce follow-up task
Ask your AI to log a Salesforce follow-up task and it finds the record and assignee, checks for a similar open task, and creates it only after you confirm.
Learn More
Qualify a Salesforce lead
Ask your AI to qualify a Salesforce lead and it reuses an existing account or contact, shows open deals, and creates the rest in order after you confirm.
Learn More
Salesforce contact and Stripe billing snapshot
Ask your AI for a contact and billing snapshot and it shows the Salesforce contact, account and deals next to Stripe subscriptions, open invoices and charge problems.
Learn More
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.