Intelligent B2B Lead Identification and Automated Email Response Workflow
This workflow is designed to automatically identify and filter high-value B2B leads. It collects customer information through forms and enriches individual and company data using Clearbit services, ensuring that only valid business emails are processed. It filters high-quality clients based on company type and employee size, and automatically sends personalized thank-you emails to achieve quick responses and efficient management, enhancing customer experience and sales efficiency. It is suitable for use by sales, marketing, and customer service teams.
Workflow Name
Intelligent B2B Lead Identification and Automated Email Response Workflow
Key Features and Highlights
This workflow collects lead information via forms and leverages Clearbit services to automatically enrich individual and company data. It filters high-quality B2B leads based on company type and size, and sends personalized thank-you emails automatically. The workflow enables automated lead identification, precise filtering, and timely feedback, thereby enhancing customer experience and sales efficiency.
Core Problems Addressed
- Automatically filters out non-corporate email addresses to ensure only valid business contacts are processed.
- Uses Clearbit API to automatically retrieve detailed customer and company information, reducing manual research efforts.
- Precisely filters high-value leads based on company type (B2B) and employee count (over 499 employees).
- Automates sending personalized thank-you emails for rapid customer engagement and improved satisfaction.
Application Scenarios
- Automated handling of customer inquiry forms on corporate websites or product pages.
- Automatic screening and rapid response to potential major clients by sales or marketing teams.
- Lead management for B2B SaaS products or services.
- Business scenarios requiring automated lead data mining and classification.
Main Workflow Steps
- Form Trigger (n8n Form Trigger): User submits a contact form including role and corporate email address.
- Email Field Mapping (Map email field): Extract and map the business email provided by the user.
- Filter Out Personal Emails: Exclude email addresses from common personal email providers (e.g., gmail.com, yahoo.com).
- Retrieve Personal Information via Clearbit (Clearbit): Obtain detailed user information based on the email address.
- Retrieve Company Information via Clearbit (Enrich Company): Fetch detailed company data using the company domain from the personal information.
- Filter Criteria Check (If B2B and > 499 employees): Determine if the company is B2B and has more than 499 employees.
- Send Email: Send a personalized thank-you email to leads meeting the criteria.
- Non-qualifying Submissions: No action is taken for submissions that do not meet the criteria.
Systems and Services Involved
- n8n Form Trigger: Form data collection.
- Clearbit API: Customer and company data enrichment.
- Gmail: Email sending service.
- Built-in Nodes: Conditional logic (If), field mapping (Set), data filtering (Filter), etc.
Target Users and Value
- Sales and Marketing Teams: Automatically filter high-value leads, saving time on initial screening and data gathering.
- Customer Service Teams: Enable automated responses to improve response speed and customer satisfaction.
- Operations Personnel: Enhance lead conversion efficiency and optimize customer management processes through automation.
- SaaS and B2B Companies: Efficiently manage customer inquiries, accurately target key customer segments, and drive business growth.