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Automated Inquiry Processing with Clearbit Enrichment

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Used in FormTrigger, this automated workflow captures user inquiries, enriches data with Clearbit, and sends personalized email responses. It filters out personal emails to ensure only business inquiries are processed, enhancing lead quality and engagement.

Workflow Overview

Used in FormTrigger, this automated workflow captures user inquiries, enriches data with Clearbit, and sends personalized email responses. It filters out personal emails to ensure only business inquiries are processed, enhancing lead quality and engagement.

This workflow is ideal for:

  • Marketing Professionals: Those looking to gather leads through forms and enrich their data using Clearbit.
  • Sales Teams: Sales representatives who need to filter leads based on company size and industry.
  • Business Owners: Entrepreneurs wanting to automate communication with potential clients while ensuring they target the right audience.
  • Data Analysts: Analysts who require enriched data for better insights into leads and customer profiles.

This workflow addresses the challenge of efficiently managing lead submissions by:

  • Filtering Out Personal Emails: Ensures only business emails are processed, increasing the quality of leads.
  • Enriching Lead Data: Automatically enriches lead information using Clearbit, providing valuable insights into the lead's company and role.
  • Automating Follow-ups: Sends personalized thank-you emails to leads, enhancing customer engagement and response rates.
  1. Form Submission: The workflow is manually triggered by a form submission, specifically designed for contact inquiries.
  2. Email Mapping: The workflow extracts the business email from the form submission for further processing.
  3. Personal Email Filtering: It checks if the provided email is a personal one (e.g., Gmail, Yahoo) and filters it out if it is.
  4. Clearbit Integration: If the email is valid, it uses Clearbit to enrich the lead's information, retrieving data such as the company domain and employee count.
  5. Conditional Logic: The workflow checks if the lead is from a B2B company with more than 499 employees.
  6. Email Notification: If the conditions are met, a personalized thank-you email is sent to the lead, otherwise, the workflow does nothing.

Statistics

13
Nodes
0
Downloads
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Views
10693
File Size

Quick Info

Categories
Communication & Messaging
Manual Triggered
+2
Complexity
medium

Tags

manual
medium
advanced
noop
logic
conditional
sticky note
gmail
+3 more

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