Back to all workflows
Sales Automation
Auto-qualify leads and send follow-up sequences
Monitor new leads in your CRM, use AI to research company fit and buying signals, score lead quality, then automatically trigger personalized email sequences via Gmail based on qualification tier.
CRM
Web Search
Gmail
How it works
1
New lead detected in CRM
Workflow activates when a new lead is created or updated in your CRM system.
2
AI researches company and buying signals
Analyzes company size, industry, funding rounds, hiring patterns, and recent news for buying intent.
3
Scores and qualifies lead tier
Assigns qualification score (hot/warm/cold) based on ideal customer profile fit and engagement signals.
4
Sends appropriate email sequence via Gmail
Triggers personalized email campaigns tailored to qualification tier with relevant messaging and timing.
Key Benefits
Instant lead qualification without manual research
Prioritize sales efforts on high-potential prospects
Automated nurture sequences for different lead tiers
Higher conversion rates with targeted messaging
Common Use Cases
Sales teams managing high volumes of inbound leads
SDRs qualifying prospects before handoff to AEs
Marketing ops routing MQLs to appropriate sequences
RevOps teams implementing lead scoring at scale
Ready to get started?
Start with this template and customize it to fit your exact needs. No coding required.