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GoogleSheetsTrigger Automate

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用于GoogleSheetsTrigger,自动化处理公司数据,发现并整理决策者信息,生成结构化的潜在客户数据库。每周发送报告,显示新增验证的潜在客户数量,提升销售效率,确保信息准确性。

Workflow Overview

用于GoogleSheetsTrigger,自动化处理公司数据,发现并整理决策者信息,生成结构化的潜在客户数据库。每周发送报告,显示新增验证的潜在客户数量,提升销售效率,确保信息准确性。

This workflow is ideal for:

  • Sales Teams: Looking to generate leads and find decision-makers at target companies.
  • Marketing Professionals: Seeking to enrich company and contact data for better targeting and engagement.
  • Business Development Executives: Aiming to streamline the process of gathering company insights and contacts for outreach.
  • Entrepreneurs and Startups: Who need to build a database of potential clients or partners efficiently.
  • Data Analysts: Interested in automating data retrieval and enrichment processes from various sources.

This workflow addresses the challenge of manually gathering and verifying company and decision-maker information. It automates the process of:

  • Extracting company details from a Google Sheet.
  • Enriching company data using the Apollo API.
  • Finding and enriching decision-makers’ contact information.
  • Ensuring accurate and up-to-date records, which reduces time spent on manual data entry and verification.
  1. Trigger: The workflow starts when a new row is added or updated in the Google Sheets Companies tab.
  2. Select Unprocessed Companies: Filters for companies that haven't been processed yet.
  3. Domain Check: Verifies if a domain is already provided. If not, it triggers an Apollo Organization Search to retrieve the website.
  4. Enrich Company Details: Uses the Apollo API to gather detailed information about the company, including its website, industry, and social media links.
  5. Human Verification: Sends a Slack message for team members to verify the retrieved website information.
  6. Decision Maker Discovery: If the domain is available, it searches for decision-makers in the company using the Apollo People Search API.
  7. Enrich Decision Makers: Gathers additional information about the decision-makers, including email and phone numbers.
  8. Data Processing: Processes the enriched data and appends it to the Contacts tab in Google Sheets.
  9. Weekly Reporting: Automatically generates a report summarizing the number of verified leads and sends it to a designated Slack channel every week.

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Quick Info

Categories
Communication & Messaging
Schedule Triggered
+2
Complexity
complex

Tags

advanced
api
integration
logic
conditional
complex
sticky note
schedule
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