Automated Lead Capture & Nurturing Workflow

The client needed to manage visitors and customers' requests on the Typeform Form on the website, then convert this consultation request to a lead, and send an automated response to the customer, and also alert the team

I use the Webhook node to capture form submissions (from Typeform

Function nodes to qualify leads based on criteria and categorize leads based on the request type (Hot/Warm/Cold)

The client uses Odoo CRM i added the Odoo node to create/update contact, and

Added custom properties based on form responses to create an opportunity

I use the Gmail node to send an immediate confirmation email to the client, then schedule a follow-up based on the lead score. Then trigger different sequences for different segments

The client uses Discord, I added a Telegram node to alert the sales team for hot leads, and also use the Discord Node to send a daily lead summary.

Improved sales team response and more paying customers were onboarded.

Increased the efficiency of the sales team

The daily summary report feature reduced sales presentation time drastically