{
  "$schema": "https://promptfoo.tech/schemas/workflow-template.json",
  "name": "Zapier: AI Lead Enrichment to CRM",
  "slug": "zapier-lead-enrichment-to-crm",
  "platform": "Zapier",
  "category": "zapier",
  "difficulty": "Intermediate",
  "tags": [
    "zapier",
    "sales",
    "crm",
    "enrichment"
  ],
  "summary": "Enrich inbound form submissions with company data and an AI-generated qualification summary, then route them into your CRM with the right owner.",
  "overview": "Most inbound leads sit in a CRM as email + name for hours before a rep sees them. This Zap enriches each lead in under 20 seconds: pulls firmographics from a data provider, generates a short qualification note with an LLM, and routes to the correct owner based on region and deal size.",
  "variables": {
    "WEBHOOK_URL": "<your webhook URL>",
    "API_KEY": "<your provider API key>"
  },
  "steps": [
    {
      "order": 1,
      "name": "Wire the trigger",
      "description": "Point your form or webhook at Zapier and confirm you're receiving email, company, and any custom fields."
    },
    {
      "order": 2,
      "name": "Add enrichment",
      "description": "Use Clearbit's Enrichment step or an HTTP request to your preferred provider. Store the response for later steps."
    },
    {
      "order": 3,
      "name": "Normalize with Formatter",
      "description": "Bucket employee count into SMB/Mid/Enterprise. Standardize country codes. Downstream logic depends on these buckets."
    },
    {
      "order": 4,
      "name": "Generate the qualification note",
      "description": "Prompt the LLM with your ICP definition and ask for a 4-bullet note. Cap at 400 characters so it fits in CRM notes."
    },
    {
      "order": 5,
      "name": "Route with Paths",
      "description": "Create Paths for region + segment. Each path writes to the CRM with a different owner and pipeline stage."
    },
    {
      "order": 6,
      "name": "Add a Slack alert",
      "description": "For high-priority leads (Enterprise + target country) post to a #leads-hot channel with the enrichment summary."
    }
  ],
  "howItWorks": [
    "Trigger: new form submission (Typeform, Tally, or webhook).",
    "Enrichment step calls Clearbit, Apollo, or a similar API using the work email.",
    "A Formatter step normalizes company size, industry, and country.",
    "OpenAI generates a 4-line qualification note: fit, likely use case, discovery questions, and priority.",
    "Router assigns owner by region and creates a HubSpot or Salesforce contact + note."
  ],
  "benefits": [
    "Reps see enriched context on first click instead of Googling.",
    "Consistent qualification rubric applied to every lead.",
    "Owner routing removes lead-round-robin lag."
  ],
  "useCases": [
    "B2B SaaS with an inbound demo form.",
    "Agencies that qualify contact-us requests before a sales call.",
    "Product-led companies pushing PQLs into a sales assist queue."
  ],
  "example": null,
  "faqs": [
    {
      "q": "Won't LLM qualification hallucinate?",
      "a": "It can. Constrain it: only allow it to use fields from the enrichment step, and forbid claims about the person's role beyond what's provided."
    },
    {
      "q": "How much does this cost per lead?",
      "a": "Roughly $0.05–$0.20 depending on enrichment provider. LLM cost is under a cent with a small model."
    },
    {
      "q": "Can I use this with a self-hosted CRM?",
      "a": "Yes. Replace the CRM step with a webhook to your API."
    }
  ],
  "source": "https://promptfoo.tech/workflows/zapier-lead-enrichment-to-crm",
  "updated": "2025-06-10",
  "license": "CC-BY-4.0"
}