Smart Lead Qualifier and Outreach Automator

The Lead Qualification and Outreach Workflow is designed to streamline your sales process by automating the qualification of new leads and initiating personalized outreach. This workflow filters out unqualified leads based on email domain, enriches qualified leads with detailed company information, and further qualifies them based on revenue, company size, location, and role. Qualified leads are then shared with your team via Slack, and a personalized outreach email draft is created for review and approval.

Using this workflow saves time and ensures that your sales team focuses on high-potential leads. By automating the initial qualification and enrichment process, you can quickly identify leads that meet your criteria and are more likely to convert. This workflow also ensures that your outreach is personalized and timely, increasing the chances of engagement and conversion.

1. Trigger: The workflow is triggered when a new record is added to your Leads Table.

2. Initial Qualification: The lead's email domain is checked. Emails from free providers (e.g., gmail.com, yahoo.com) are marked as unqualified.

3. Enrichment: Qualified leads are enriched with company information using Clearbit.

4. Secondary Qualification: The enriched data is used to further qualify leads based on revenue, company size, location, and role.

5. Notification: Qualified leads are sent to a Slack channel with key details.

6. Outreach Preparation: A personalized outreach email draft is created in Gmail and shared with the team for review and approval.