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Slack Automate

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For Slack, automate lead notifications by verifying email validity and scoring leads with MadKudu. This workflow ensures only high-quality leads are shared in real-time, enhancing communication and efficiency in lead management.

Workflow Overview

For Slack, automate lead notifications by verifying email validity and scoring leads with MadKudu. This workflow ensures only high-quality leads are shared in real-time, enhancing communication and efficiency in lead management.

This workflow is ideal for:

  • Sales Teams: Professionals looking to efficiently manage and score leads from form submissions.
  • Marketing Teams: Those who want to automate the process of validating leads and notifying the sales team via Slack.
  • Business Owners: Individuals who need a streamlined process for lead generation and validation without manual intervention.
  • Developers: Tech-savvy users who want to integrate multiple tools (like Slack, Hunter, and MadKudu) for enhanced lead management.

This workflow addresses the challenge of lead validation and notification by:

  • Automatically verifying email addresses using Hunter to ensure they are valid.
  • Scoring leads based on customer fit with MadKudu, allowing businesses to focus on high-quality leads.
  • Sending immediate notifications to the sales team via Slack for valid leads, ensuring timely follow-ups and increased conversion rates.
  1. Form Trigger: The workflow begins when a user submits their email through a form titled Contact us.
  2. Email Verification: The email provided is then verified using Hunter to check its validity.
  3. Validation Check: The workflow checks if the email status is 'valid'. If not, it does nothing.
  4. Lead Scoring: For valid emails, the workflow proceeds to score the lead using MadKudu. This step assesses the potential of the lead based on predefined criteria.
  5. Customer Fit Check: The workflow evaluates if the customer fit score is greater than 60. If it is:
    • A message is sent to the Slack channel notifying the sales team about the hot lead.
    • If the score is 60 or below, the workflow indicates that the lead is not interesting enough and takes no further action.

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Quick Info

Categories
Communication & Messaging
Manual Triggered
+2
Complexity
medium

Tags

manual
medium
advanced
api
integration
noop
logic
conditional
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