Automated Lead Enrichment and CRM Sync
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Seamlessly capture leads from Typeform, enrich their data with Dropcontact, and keep your Airtable CRM up-to-date. Receive instant notifications in Slack for new and updated leads.
About This Workflow
This workflow automates the critical process of lead management. It begins by capturing new submissions from Typeform. Leveraging the power of Dropcontact, it enriches the lead data with comprehensive professional and contact information, including LinkedIn profiles, emails, and phone numbers. The workflow then intelligently checks your Airtable contact list to see if the lead already exists. If a match is found, the existing record is updated; otherwise, a new contact is created. Finally, real-time notifications are sent to Slack, keeping your team informed about both new and updated leads, ensuring timely follow-ups and a streamlined sales process.
Key Features
- Real-time Lead Capture: Instantly trigger workflows with new Typeform submissions.
- Intelligent Data Enrichment: Automatically add crucial contact and professional details using Dropcontact.
- Smart CRM Sync: Effortlessly update or create contact records in Airtable.
- Instant Notifications: Receive immediate alerts in Slack for new and updated leads.
- Conditional Logic: Automate distinct actions for new versus existing contacts.
How To Use
- Typeform Trigger: Configure this node to connect to your Typeform account and select the desired form to trigger the workflow.
- Dropcontact: Map the relevant fields from your Typeform submission (e.g., name, email, website) to the Dropcontact node's parameters for data enrichment.
- Airtable - Contact List: Set up this node to query your Airtable 'Contacts' table, using the enriched data from Dropcontact to find existing leads.
- If Node (Contact ID empty ?): Configure this node to check if an 'id' was returned from the Airtable 'Contact List' node. This determines if the lead is new or existing.
- Airtable - Create Contacts (for new leads): If the 'Contact ID empty ?' node indicates a new lead, use this node to append the enriched contact data to your Airtable 'Contacts' table.
- Set - Contacts to update (for existing leads): If the 'Contact ID empty ?' node indicates an existing lead, use this 'Set' node to prepare the data for an update, mapping enriched fields to your Airtable contact fields.
- Airtable - Update Contacts1 (for existing leads): Connect this node to the 'Set - Contacts to update' node to update the existing contact record in Airtable with the enriched data.
- Slack (for new leads): Connect the 'Airtable - Create Contacts' node to this Slack node to send an immediate notification about a newly created lead.
- Slack1 (for updated leads): Connect the 'Airtable - Update Contacts1' node to this Slack node to send an immediate notification about an updated lead.
Apps Used
Workflow JSON
{
"id": "ea342190-bc39-415b-84ce-4ce359495206",
"name": "Automated Lead Enrichment and CRM Sync",
"nodes": 7,
"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: ea342190-bc39...
About the Author
DevOps_Master_X
Infrastructure Expert
Specializing in CI/CD pipelines, Docker, and Kubernetes automations.
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