How The Automation Works

How The Automation Works

A seamless process from lead capture to prioritization

The Automated Process Flow:

  1. Continuous Monitoring: Checks for new Pipedrive leads every 5 minutes
  2. Data Enrichment: Automatically enriches leads with Clearbit company data
  3. Smart Qualification: Applies predefined criteria (B2B status, 100+ employees)
  4. Real-time Alerts: Sends immediate Slack notifications for high-quality leads
  5. Tracking & Prevention: Marks leads as processed to prevent duplication

This seamless 5-step process transforms lead management from a manual, time-intensive task into an efficient, automated workflow that ensures consistent evaluation and immediate response.