Automate Lead Generation, Qualification, and AI-Powered Follow-Up
This workflow captures new leads from form submissions. It then uses AI to enrich company data, classify leads into categories, and automatically trigger personalized email follow-up sequences. Qualified leads can also have demo meetings scheduled, with all lead interactions logged in Google Sheets.
Apps Used:
HubSpot
OpenAI
Google Sheets
Gmail
Google Calendar
LinkedInCategories:
How It Works
- 1When a new lead is submitted via a HubSpot form.
- 2Extract the company name and contact details from the submission using AI.
- 3Enrich the company's profile using LinkedIn Scraper.
- 4Use AI to classify the lead as 'Demo-Ready', 'Nurture', or 'Drop' based on custom criteria.
- 5If the lead is 'Demo-Ready', send a personalized demo invitation email and create a calendar event.
- 6If 'Nurture', send a welcome email followed by educational content.
- 7If 'Drop', send a polite decline email.
- 8Log all lead details, enriched data, and classification into a new row in Google Sheets.
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