Set Automate

Used with Webflow, this automated workflow processes form submissions in real-time, enriching lead data and qualifying accounts based on company size. It routes leads to personalized demo links, enhancing user engagement and conversion rates. Integrates seamlessly with Datagma for detailed company insights, ensuring accurate qualification and improved lead management.

7/8/2025
10 nodes
Medium
webhookmediumsticky noterespondtowebhookapiintegration
Categories:
Webhook TriggeredMedium Workflow
Integrations:
Sticky NoteRespondToWebhook

Target Audience

This workflow is designed for:
- Marketing Teams: Looking to enhance lead qualification processes and improve conversion rates by routing leads based on company size.
- Sales Professionals: Who need real-time insights into potential clients, enabling better-targeted outreach strategies.
- Web Developers: Integrating web forms with backend processes for automated data handling and analysis.
- Business Analysts: Seeking to understand lead demographics and company profiles for informed decision-making.

Problem Solved

This workflow addresses the challenge of efficiently qualifying leads from web form submissions. It automates the process of checking email domains for reliability, enriching company data, and determining appropriate demo types based on company size, thus reducing manual effort and speeding up response times.

Workflow Steps

  • Webhook Trigger: The workflow starts when a form submission is received from Webflow via a webhook.
    2. Extract Domain: It extracts the domain from the provided email address to assess the email provider.
    3. Email Verification: The workflow checks if the email domain is a free email provider, which may indicate a lower quality lead.
    4. Data Enrichment: If the email is verified, it sends a request to the Datagma API to enrich the lead with additional company data.
    5. Data Simplification: The returned data is simplified to extract key attributes such as company size, industry, and funding information.
    6. Lead Qualification: The workflow qualifies the lead based on company size, routing leads with more than 100 employees to a one-on-one demo and others to a group demo.
    7. Response to Webflow: Finally, the workflow sends back the qualification result to Webflow, enabling real-time adjustments on the website.

    • Customization Guide

    To customize this workflow:
    - Modify Email Verification: Update the freemail_list in the Verify professional email node to include or exclude specific domains.
    - Adjust Qualification Criteria: Change the company size threshold in the Qualify Account node to fit your business needs.
    - API Key: Replace YOUR_API_KEY in the Enrich with Datagma node with your actual Datagma API key for successful data retrieval.
    - Response Handling: Customize the response structure in the Send result to Webflow node to match your front-end requirements.