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
Like this project
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
Invoice Generator
Branda (Brand Asset Management System)
Data generation System