Automated Lead Qualification with BatchData
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Qualify and enrich leads automatically by leveraging BatchData's property lookup API.
About This Workflow
This workflow automates the process of lead qualification by integrating with BatchData's property lookup service. It triggers upon receiving a new lead webhook, fetches detailed lead information from your CRM, verifies property data, scores the lead based on various property characteristics, and updates the CRM with the qualification results. High-value leads are then routed for immediate follow-up and high-priority notifications.
Key Features
- Real-time Lead Ingestion: Captures new leads via webhook.
- Comprehensive Data Enrichment: Fetches lead details from CRM and verifies property data using BatchData.
- Intelligent Lead Scoring: Assigns scores based on property value, size, age, and ownership status.
- Automated Qualification: Categorizes leads into 'high-value', 'qualified', 'potential', or 'unverified'.
- CRM Integration: Updates lead records with qualification status and property details.
- Priority Routing: Directs high-value leads to specific follow-up processes.
- Configurable Notifications: Sends alerts for high-value leads via Slack (or other channels).
How To Use
- Webhook Setup: Configure your CRM to send lead data to the
CRM New Lead Webhookendpoint. - API Credentials: Set up HTTP Header Auth credentials for your CRM API (
Fetch Lead Data,Update CRM Lead) and for BatchData (BatchData Property Lookup) using your respective API keys/tokens. - BatchData Configuration: Ensure your BatchData API key is correctly configured in the
BatchData API Instructionssticky note. - CRM Field Mapping: Adjust the parameters in the
Update CRM Leadnode to match your CRM's specific field names for lead score, qualification status, and property details. - Scoring Customization: Modify the JavaScript code in the
Score And Qualify Leadnode to adjust scoring factors and qualification thresholds according to your business needs. - Notification Setup: Configure your Slack credentials and update the
channelIdin theSend Slack Notificationnode to your desired Slack channel. - Routing Logic: Customize the conditions in the
Is High-Value Lead?node to define what constitutes a 'high-value' lead for different follow-up actions. - Activate Workflow: Ensure the workflow is active to start processing incoming leads.
Apps Used
Workflow JSON
{
"id": "044f1374-723a-414a-bf00-0d4a9984e2f4",
"name": "Automated Lead Qualification with BatchData",
"nodes": 19,
"category": "Marketing",
"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: 044f1374-723a...
About the Author
Crypto_Watcher
Web3 Developer
Automated trading bots and blockchain monitoring workflows.
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