Automated B2B Lead Qualification and Personalized Outreach
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This workflow automates the entire process of capturing leads from a web form, enriching their data with Clearbit, and qualifying them based on predefined criteria. Only qualified B2B leads from larger companies receive a personalized follow-up email, streamlining your sales pipeline.
About This Workflow
Elevate your lead generation strategy with this powerful n8n workflow. It begins by collecting prospect information through a customizable "Contact Us" form, ensuring only business emails proceed. Leveraging Clearbit, the workflow then intelligently enriches both person and company data, providing invaluable insights into your potential customers. A dynamic conditional logic node qualifies leads, specifically targeting B2B companies with over 499 employees. For those meeting your ideal customer profile, a personalized thank-you email is automatically dispatched, initiating engagement and freeing up your sales team to focus on high-value prospects. Submissions that don't meet your criteria are filtered out, ensuring efficiency.
Key Features
- Customizable Lead Capture Form: Easily design and deploy web forms to collect essential prospect information.
- Intelligent Email Filtering: Automatically identify and process only legitimate business emails, discarding personal ones.
- Comprehensive Data Enrichment (Clearbit): Automatically pull in detailed person and company data like job role, company size, and industry tags.
- Dynamic Lead Qualification: Set custom criteria (e.g., B2B, employee count) to qualify leads, ensuring focus on your ideal customer profile.
- Personalized Automated Outreach: Send tailored thank-you emails to qualified leads, enhancing the initial customer experience.
How To Use
- Configure Credentials: Add your
ClearbitandGmailAPI credentials to the respective nodes within n8n. - Customize Your Form: Modify the "n8n Form Trigger" node (or replace it with your preferred form solution) to include your desired fields.
- Map Email Field: If you change the form trigger, ensure the "Map email field" node correctly extracts the business email from your form submission.
- Define Qualification Criteria: Adjust the conditions in the "If B2B and > 499 employees" node to match your specific lead qualification requirements (e.g., different employee counts, industry tags).
- Personalize Your Email: Update the "Send Email" node with your custom thank-you message and subject line for qualified leads.
- Test and Activate: Run a test submission through your form (using a business email) to verify the workflow operates as expected, then activate the workflow to go live.
Apps Used
Workflow JSON
{
"id": "603d27f7-1ecb-4010-bb99-4b836b7a1a40",
"name": "Automated B2B Lead Qualification and Personalized Outreach",
"nodes": 11,
"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.
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ID: 603d27f7-1ecb...
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