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ZapierCase study

Lead Enrichment & Prioritization Automation

Automated lead capture and enrichment system that prioritizes leads based on business rules and triggers personalized outreach, reducing response time by 90% and increasing conversion rates by 25%.

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Lead Enrichment & Prioritization Automation workflow

Context

Sales teams manually processed incoming leads from forms, researched company information, classified lead priority, and crafted personalized outreach emails, causing delayed responses and missed opportunities with high-value prospects.

Approach

Built Zapier automation that captures form submissions, extracts email domains, enriches leads with Apollo company data, uses path routing to separate high and low-priority leads, generates AI-powered personalized emails with ChatGPT for high-priority leads, and sends instant Slack notifications to sales teams while storing all data in Airtable.

Architecture

  1. Webhook trigger (Youform)
  2. Email domain extraction
  3. Apollo API enrichment
  4. Path router (priority logic)
  5. High-priority path: Airtable record + Slack notification + ChatGPT email generation + Gmail send
Low-priority path
  1. Airtable record for nurturing

Results

90%Response time reduced
25%Conversion rate increase
10 hrs/weekManual research saved