Automate B2B Lead Qualification and Personalized Follow-up
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Automatically capture inbound leads, filter out personal emails, enrich contact and company data with Clearbit, and qualify them based on customizable criteria like B2B status and company size. Send personalized thank-you emails only to your most promising leads, ensuring your sales team focuses on high-value prospects.
About This Workflow
Streamline your lead generation process with this powerful n8n workflow. It begins by capturing contact form submissions (or integrate with your CRM/marketing platform). The workflow intelligently filters out personal email addresses, ensuring only business inquiries proceed. Leveraging Clearbit, it enriches both individual contact and company data in real-time. A sophisticated 'If' node then qualifies leads based on criteria such as B2B status and company employee count, enabling you to define your ideal customer profile. Finally, qualified leads receive a personalized thank-you email, while non-qualified submissions are silently filtered, saving your team valuable time and focusing efforts on your most valuable prospects.
Key Features
- Automated Form Integration: Easily connect your contact forms (like the n8n Form Trigger or others) to kickstart your lead qualification.
- Smart Email Filtering: Automatically remove personal email addresses (e.g., Gmail, Yahoo) to focus solely on business inquiries.
- Real-time Data Enrichment: Instantly gather comprehensive person and company data using Clearbit, including roles, industries, company size, and B2B tags.
- Customizable Lead Qualification: Define specific criteria (e.g., B2B companies with over 500 employees) to qualify leads, ensuring sales efforts are directed effectively.
- Personalized Email Follow-up: Send automated, personalized thank-you emails to qualified leads, enhancing the prospect experience and nurturing high-potential contacts.
How To Use
- Add Credentials: Configure your Clearbit and Gmail credentials within n8n.
- Customize Form Trigger: Replace the default 'n8n Form Trigger' with your preferred form integration (e.g., HubSpot, Typeform, Webhook) if needed.
- Map Email Field: Adjust the 'Map email field' node to correctly extract the business email from your chosen form or trigger's output.
- Define Qualification Criteria: Modify the conditions in the 'If B2B and > 499 employees' node to match your specific lead qualification rules (e.g., industry, revenue, location).
- Personalize Follow-up Email: Update the content of the 'Send Email' node to reflect your brand's voice and personalize the thank-you message.
- Test and Activate: Run a test submission through your form to ensure all steps function correctly, then activate the workflow.
Apps Used
Workflow JSON
{
"id": "10cde127-ecc3-416d-bb42-2723a7ad6806",
"name": "Automate B2B Lead Qualification and Personalized Follow-up",
"nodes": 6,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 10cde127-ecc3...
About the Author
SaaS_Connector
Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
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