Lead Capture & Nurturing Workflow
Dynage Technologies
Lead Capture & Nurturing Workflow
Implementation Process:
Trigger Setup:
Use the Webhook node to capture form submissions (from Typeform, Google Forms, etc.)
Or use the HTTP Request node to pull from your CRM/API
Data Processing:
Use Function nodes to qualify leads based on criteria and categorize leads (Hot/Warm/Cold)
CRM Integration:
Use HubSpot, Salesforce, Odoo, or Pipedrive node to create/update contact
Add custom properties based on form responses to create an opportunity
Email Sequence:
Use Gmail, Mailchimp, SendGrid or Postmark node to:
Send immediate confirmation email
Schedule follow-up based on lead score
Trigger different sequences for different segments
Notification:
Use Slack, Discord, or Telegram node to alert the sales team for hot leads
Use Discord Node to send daily lead summary
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Posted Apr 11, 2025
This workflow automatically captures leads from forms, qualifies them, and initiates email & messaging sequences. It also sends Daily reports at 11pm
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