Zapier workflow for smart lead qualification and automated follow-up

[13]  Prototype  —  Lead Operations Workflow

Smart Lead Qualification & Automated Follow-Up

A qualification workflow that enriches inbound leads, scores them against defined criteria and drafts the follow-up.

Workflow architecture, integration logic and qualification design.

Prototype  —  [Scroll to explore]

AutomationAI Systems
Private

Category

Lead Operations Workflow

Status

Technical Prototype

Stack

ZapierApollo.ioWebhooksSQL

Project index

13

Role — Workflow architecture, integration logic and qualification design.

[01]

Problem

Inbound leads arrive without the context needed to decide which are worth a reply, so every one costs manual research time.

[02]

Solution

Enriches each inbound lead through Apollo.io.

Scores the enriched record against defined qualification criteria.

Drafts a follow-up for the qualified leads and records the rest.

[03]

What I built

  • Webhook lead intake
  • Apollo.io enrichment
  • Rule-based qualification scoring
  • Drafted follow-up for review
[04]

Outcome

A prototype that puts research and scoring ahead of the reply rather than after it.