B2B AI-Powered Lead Automation & Personalized Outreach
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This workflow automates your B2B lead generation and outreach by capturing contact form submissions, enriching lead data with Apollo.io, leveraging AI to craft personalized sales emails, and sending them via Gmail, all while logging detailed information into Google Sheets. Streamline your sales process and boost conversion rates with intelligent automation.
About This Workflow
Revolutionize your B2B sales pipeline with this intelligent AI-powered automation workflow. Designed for efficiency, it seamlessly captures new leads through a customizable contact form, then automatically enriches their professional profiles using Apollo.io. The core innovation lies in its AI agent, which acts as a virtual sales assistant, dynamically generating personalized, concise, and professional outreach emails tailored to each lead. These emails are then dispatched directly via Gmail, initiating engagement and scheduling calls. Finally, all lead details, both initial and enriched, are meticulously logged into a Google Sheet, ensuring comprehensive tracking and reporting for your sales team. This workflow transforms manual lead processing into a swift, intelligent, and scalable operation.
Key Features
- Automated Lead Capture: Easily collect prospect information through a customizable web form.
- Rich Lead Data Enrichment: Automatically pull comprehensive professional details (Job Title, Organization, etc.) from Apollo.io using prospect's name, email, and LinkedIn.
- AI-Powered Personalized Outreach: Leverage a B2B sales AI agent to craft unique, professional, and targeted email messages for each lead.
- Effortless Gmail Integration: Send AI-generated outreach emails directly from your Gmail account, personalized for maximum impact.
- Centralized Lead Tracking: Automatically log all lead information, including enriched data, into a Google Sheet for organized management and reporting.
How To Use
- Configure "On form submission":
- Access the node and ensure the form fields (
Full Name,Email Address,Phone Number,Linkedin Profile URL) match your intended data collection. - Share the generated form URL on your website or with prospects.
- Access the node and ensure the form fields (
- Set up "HTTP Request" (Apollo.io):
- Add your Apollo.io API key as an HTTP Header Auth credential.
- Verify that the query parameters correctly map to the form submission fields for
name,email,reveal_phone_number, andlinkedin_url.
- Integrate "Groq Chat Model":
- Ensure you have a Groq API key set up as a credential for this node. This powers the AI agent.
- Customize "AI Agent":
- Review the
textparameter (the AI prompt). Adjust thepromptTypeto 'define' and refine the outreach email template (e.g., your company name "ABC Pvt Ltd," sender name "ABC XYZ"). - Ensure the data references (
$('HTTP Request').item.json.person.email, etc.) are correctly retrieving enriched lead data.
- Review the
- Connect "Send a message in Gmail":
- Authenticate your Gmail account using an OAuth2 credential.
- Verify the
sendTo,subject, andmessageparameters are dynamically pulling the AI-generated content.
- Configure "Append row in sheet" (Google Sheets):
- Connect your Google Sheets account as a credential.
- Specify the target spreadsheet and sheet name where you want to log your leads.
- Confirm that the
columnsare correctly mapped to retrieve data from both the initial form submission and the Apollo.io enrichment.
Apps Used
Workflow JSON
{
"id": "cd138932-a664-490a-9f52-205fc5c4246a",
"name": "B2B AI-Powered Lead Automation & Personalized Outreach",
"nodes": 5,
"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: cd138932-a664...
About the Author
SaaS_Connector
Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
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