Automate B2B Lead Qualification & Personalized Email Outreach
Automate B2B lead qualification by 70%, delivering instant, personalized outreach to high-value prospects and boosting engagement.
Manually qualifying B2B leads and sending tailored responses is time-consuming and often delays crucial outreach. This workflow automates email filtering, enriches contact and company data, and sends personalized emails exclusively to qualified B2B leads from large accounts.
Documentation
Automate B2B Lead Qualification & Personalized Email Outreach
Streamline your lead generation process by automatically qualifying incoming B2B contacts and sending targeted, personalized follow-up emails to high-value companies. This workflow ensures no valuable lead is missed and your sales team focuses on the most promising opportunities.
Key Features
- Automated form submission capture for seamless lead intake.
- Intelligent filtering to remove personal emails and focus on business contacts.
- Comprehensive person and company data enrichment using Clearbit.
- Dynamic lead qualification based on custom criteria (e.g., B2B tag, company size).
- Personalized email responses sent automatically via Gmail to qualified leads.
How It Works
Upon receiving a new submission from your contact form, the workflow first maps and filters out any personal email addresses, ensuring you only engage with professional contacts. Next, it uses Clearbit to enrich both the individual's and their company's profiles with valuable data such as industry, company size, and B2B status. An 'If' node then evaluates if the lead meets your predefined criteria (e.g., a B2B company with over 499 employees). If the conditions are met, a personalized thank-you email is automatically dispatched via Gmail, addressing the contact by their first name and confirming next steps. Unqualified submissions are simply noted, allowing you to focus resources effectively.