🛠️ Step-by-step workflow automation process:
- Use the Webhook node to trigger the workflow when a new lead is added to the CRM.
- Use the HTTP Request node to fetch additional lead information from the CRM using its API.
- Use the Set node to set conditions for lead scoring based on criteria like job title, company size, and engagement level.
- Use the IF/ELSE node to route leads based on their scores to different paths for further action.
- Use the Email node to notify the sales team of high-scoring leads for immediate follow-up.
- Use the Google Sheets node to update the lead’s score in a shared spreadsheet for tracking and reporting purposes.
- Use the CRM API node to update the lead’s status in the CRM based on the score.
🧰 Summary of APIs, scripts, or tools used:
- Webhook node for triggering the workflow.
- HTTP Request node for fetching lead information.
- Set node for setting scoring conditions.
- IF/ELSE node for routing leads based on scores.
- Email node for notifying the sales team.
- Google Sheets node for updating scores in a spreadsheet.
- CRM API node for updating lead status in the CRM.
