Intelligent Lead Screening and Notification Workflow
This workflow automates the processing of user online forms to obtain business email addresses and verify their validity. Next, it uses a scoring model to assess the potential customer value, intelligently filtering out high-quality leads with a score above 60. For these high-quality leads, the system automatically pushes the relevant information to a designated Slack channel, helping the sales team respond quickly. This process flexibly supports various form services, significantly improving lead management efficiency and team collaboration capabilities.
Workflow Name
Intelligent Lead Screening and Notification Workflow
Key Features and Highlights
This workflow automatically extracts business email addresses from user-submitted online forms and verifies their validity using the Hunter service. It then leverages MadKudu to score potential leads and intelligently assesses their value based on the scoring results. For leads scoring above 60 points, detailed information is automatically pushed to a designated Slack channel via a Slack bot, enabling the sales team to respond promptly. The workflow supports flexible substitution of any form service such as Typeform, Google Forms, etc., offering ease of operation and customization.
Core Problems Addressed
- Automates the screening and validation of potential customer emails to avoid invalid data disrupting the sales process
- Utilizes a scientific lead scoring model to accurately identify high-value customers, improving sales conversion rates
- Delivers real-time lead information to team communication tools, enhancing internal collaboration efficiency and response speed
Application Scenarios
- Marketing and sales teams collecting and managing potential customer information
- SaaS and B2B companies conducting online customer acquisition and lead management
- Enterprises requiring automated lead scoring and internal notifications within their digital sales workflows
Main Process Steps
- Users submit business email addresses via an online “Contact Us” form.
- The email validity is verified through the Hunter API.
- If the email is valid, the MadKudu API is called to score the potential lead.
- The lead score is evaluated to determine if it exceeds 60 points.
- For high-scoring leads, customer name, company information, and scoring details are automatically sent to a specified Slack channel.
- Leads with invalid emails or scores below the threshold are disregarded.
Involved Systems or Services
- n8n Form Trigger
- Hunter Email Verification Service
- MadKudu Lead Scoring API
- Slack Team Communication Platform
- Replaceable third-party form tools (e.g., Typeform, Google Forms, SurveyMonkey, etc.)
Target Users and Value
- Sales and marketing professionals seeking to automate lead screening and management
- Enterprises aiming to improve the efficiency and accuracy of lead quality assessment
- Teams leveraging collaboration tools like Slack for instant sales lead notifications
- Technical teams or business operators looking for easy integration of email verification and lead scoring capabilities
This workflow significantly simplifies the collection, validation, and scoring of potential leads. By automating multi-system collaboration, it effectively enhances sales lead management efficiency and team responsiveness, helping enterprises capture more high-value business opportunities.