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Julius Dela Peña

Selected WorkProject 14Sales Automation

Automated Lead Enrichment with Zapier

Sales Automation workflow built in Zapier.

Takes new web-form leads, finds the company URL and enriches each lead through Apollo, then splits by priority: high-priority leads are logged to Google Sheets, emailed to sales, posted to Slack and sent an AI-prepared email; low-priority leads are logged and the team is notified.

Zapier workflow: web form leads enriched with Apollo and split into high and low priority paths with Sheets, Gmail, Slack and AI stepsOpen the full Automated Lead Enrichment with Zapier workflow capture (opens in a new tab)
Automated Lead Enrichment with Zapier: the full workflow. Select to open the full-size capture.

01Context

01Project type
Automation Work
02Tools
  • Zapier
  • Apollo
  • Google Sheets
  • Gmail
  • Slack
  • AI by Zapier
03Stages
03
04Steps
09

02Workflow

Step by step.

Every stage below is read straight off the node names in the workflow, in the order they run.

03 stages09 steps

  1. 3 steps

    01Intake

    1. Webhooks: web form new leads
    2. Formatter: get company URL
    3. Webhooks: lead enrichment using Apollo
  2. 4 steps

    02High priority

    1. Log lead (Google Sheets)
    2. Email the lead to sales (Gmail)
    3. Notify the team (Slack)
    4. AI by Zapier: analyse, then email the client
  3. Output

    03Low priority

    1. Log lead (Google Sheets)
    2. Send team notification (Gmail)

03My role

What I was responsible for.

  1. Workflow Design
  2. Systems Integration
Tools
  • Zapier
  • Apollo
  • Google Sheets
  • Gmail
  • Slack
  • AI by Zapier

Contact

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