Key Deliverables & Setup:
• Opportunity Creation & Data Updates: Triggers upon opportunity creation, updates contact fields, and applies initial tracking tags.
• Make & Claude AI Integration: Sends contact data through custom webhooks to Make to trigger Claude AI analysis and processing.
• Asynchronous Waiting & Timeout Branches: Implements a Wait step that splits into two paths—a regular completion path (Webhook trigger, Wait, Remove Tag, Update Contact Field) and a Timeout fall-back path (Email alert and Loop step).
• Multi-Channel Follow-Up: Triggers internal email notifications at key processing stages.