Project Description

The workflow automates the journey of a new lead from webform submission through data enrichment, storage, priority assessment, and personalized team notification. Leveraging Zapier’s integrations, it applies advanced logic for prioritizing leads, ensuring high-value opportunities are flagged and followed up quickly, while lower-priority leads are still acknowledged and tracked.

Key Features and Steps

• Automated Data Enrichment:
  Captures incoming lead data via webhook and enriches company information automatically using integrated external data sources.

• Dynamic Lead Prioritization:
  Filters and categorizes leads into high or low priority through configurable conditional logic.

• Personalized Team Notifications:
  Generates tailored email drafts using AI for high-priority leads and notifies the sales team via both email and Slack channels based on lead status and team preference.

• Centralized Data Storage:
  Saves enriched lead data and high-priority flags into Google Sheets, creating an up-to-date and accessible record of all leads.

• Streamlined Workflow Paths:
  Uses multi-path logic to segment follow-up actions, ensuring high-priority leads receive faster and more personalized outreach, while all leads are acknowledged and recorded.