Marketing and sales operations

Inbound lead enrichment and routing

A form submission arrives; the company is researched, the lead scored against your ideal customer profile, a first email drafted from the actual pain point, and the deal created with the right owner.

180 hours saved a month

68% cost reduction on this process

4.2s average run time

5 nodes in the chain

The chain, end to end

Trigger

Form submission Listens on the demo request endpoint.

Agent action

Company research Headcount, funding stage, visible stack, recent announcements.

Logic router

Fit scoring Against your ICP definition; routes tier one to a named rep.

Agent action

First email drafted Written to the stated problem, not to a template.

Database write

CRM write and notify Creates the deal, attaches the research, posts to the channel.

Starts when

Webhook: new form submission
CRM: lead created

Ends with

CRM record enriched and assigned
Alert to the sales channel for tier-one accounts
Draft first email in the rep's outbox

A form submission arrives; the company is researched, the lead scored against your ideal customer profile, a first email drafted from the actual pain point, and the deal created with the right owner.

Sales automation Enrichment CRM

All workflows