
How the Automation Works
A seamless five-step process for qualifying leads
The Five-Step Qualification Process:
Capture Form Submissions: Automatically trigger workflow when new forms are submitted
Filter Email Domains: Instantly identify and filter personal email addresses
Enrich Lead Data: Connect to Clearbit to gather company information including size and type
Apply Qualification Logic: Check if prospect is B2B and has 500+ employees
Send Personalized Email: Automatically dispatch customized emails to qualified leads
The entire process happens in seconds, requiring zero manual intervention while maintaining complete data accuracy.