How the Automation Works

How the Automation Works

A seamless five-step process for qualifying leads

The Five-Step Qualification Process:

  1. Capture Form Submissions: Automatically trigger workflow when new forms are submitted

  2. Filter Email Domains: Instantly identify and filter personal email addresses

  3. Enrich Lead Data: Connect to Clearbit to gather company information including size and type

  4. Apply Qualification Logic: Check if prospect is B2B and has 500+ employees

  5. 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.