End-to-end agentic profile claim flow

Category: Sales / Growth Automation Author: Abhishek Singh (G2) Systems: Salesforce · Python · GitHub Actions · ZoomInfo · Groove · Claude Code (Salesforce MCP) Industry: B2B SaaS

Summary

A Claude-built pipeline that pulls unclaimed SMB product profiles from Salesforce, enriches decision-maker contacts via ZoomInfo, drives them to claim their listing through Groove, and closes the loop automatically when the claim happens. Runs Mon+Wed on schedule. Claude also runs the weekly reporting.

The result in 13 weeks: 29,837 profiles processed · 331 profile claims · ~$1.19M in Starter pipeline opened · 0 manual pulls.

What problem does this solve?

We had a large universe (~100,000) of unclaimed SMB product profiles on G2. Vendors weren't claiming their listings on their own, and manual outreach didn't scale past ~100 vendors/week. The result: dormant profiles, no vendor engagement, and a slow trickle of Starter conversions.

This pipeline runs autonomously twice a week, ingests 2,000 profiles per pull, finds the right decision-maker contact for each, and sends a one-click magic-link claim email — with a feedback loop that removes contacts the moment their profile is claimed so we never send duplicate emails.

How does it work?

Six layers stitched together, all deployed and monitored by Claude Code via Salesforce MCP.

1. Trigger & Cadence — Apex Scheduler

• Apex class UnclaimedProfileQueueScheduler runs Mon & Wed at 06:00 UTC
• Filters: Territory_Segment__c = "Small Business" · Claimed_Listing__c = false · Outreach_Queue_Status__c = Pending or null
• Selects 2,000 profiles, stamps Outreach_Queue_Status__c = Queued and Outreach_Batch_Date__c = now()

2. Prioritization — 50/50 cohort split

The 2,000-profile batch is split evenly into two prioritization cohorts. Both flow into the same downstream enrichment pipeline.

| Cohort | Size | Signal |

Weekly Digest Scheduler — Companion to the Unclaimed SMB Flow Blueprint

This is the scheduled Claude task that runs the weekly reporting for the End-to-end agentic profile claim flow. Load into Claude Code, set the cron in your scheduler of choice (Claude Code scheduled tasks, cron, or GitHub Actions), and configure the placeholders below.

Setup — required configuration

Replace the placeholder tokens below with your org's actual values before deploying.

Trigger

Cron: 0 19 * * 1 — Mondays at 7 PM local time. Adjust for your team's timezone.

Prompt (loaded by Claude at every fire)

You are running the weekly Unclaimed SMB Flow digest. Today is Monday — produce the digest, post it to Slack, and overwrite the live canvas. Do not narrate or ask questions; execute step-by-step and post.

Constants (read from setup config above)

• Flow name: <FLOW_NAME>
• Flow start date: <FLOW_START_DATE>