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Automated Lead Collection and Validation

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For FormTrigger, automate lead collection and validation with a manual workflow that verifies emails, scores leads, and sends alerts, ensuring efficient follow-up on high-quality prospects.

Workflow Overview

For FormTrigger, automate lead collection and validation with a manual workflow that verifies emails, scores leads, and sends alerts, ensuring efficient follow-up on high-quality prospects.

This workflow is ideal for:

  • Marketing Teams: Looking to automate lead generation and scoring processes.
  • Sales Teams: Wanting to quickly identify and act on high-quality leads.
  • Business Owners: Seeking efficient ways to manage incoming inquiries and assess potential customers.
  • Developers: Who want to integrate various tools for enhanced workflow automation.

This workflow addresses the challenge of efficiently managing incoming leads from a form submission. It automates the process of:

  • Validating email addresses to ensure they are legitimate.
  • Scoring leads based on their fit with your business criteria, which helps prioritize follow-ups.
  • Sending immediate notifications to the sales team when a high-quality lead is identified, ensuring timely responses.
  1. Form Trigger: The workflow begins with a manual trigger from a form titled Contact Us, capturing the user's business email.
  2. Email Validation: The workflow verifies the email using Hunter, checking for its validity.
  3. Condition Check: If the email is valid, the workflow proceeds to score the lead using MadKudu.
  4. Lead Scoring: The lead is assessed based on a customer fit score. If the score is greater than 60, the workflow continues.
  5. Notification: A Gmail notification is sent to the sales team with details about the hot lead, including their name and company information.
  6. Fallback: If the email is invalid or the customer fit score is low, the workflow does nothing or proceeds to a 'not interesting enough' action.

Statistics

12
Nodes
0
Downloads
28
Views
5268
File Size

Quick Info

Categories
Communication & Messaging
Manual Triggered
+2
Complexity
medium

Tags

manual
medium
advanced
api
integration
noop
logic
conditional
+4 more

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