Lindy can transform your lead qualification process – saving you time and ensuring you're always focusing on the most promising opportunities.
The Lead Qualifier Lindy we’ll build in this guide will not only categorize your leads but will also provide your team with in-depth information to make informed decisions quickly.
How It Works Lindy uses the initial lead information from a Google Sheet, enriches it with additional data, performs web searches for qualifying information, and then evaluates the lead based on your custom criteria before alerting your team.
Here's what this Lead Qualifier Lindy does: Monitors a Google Sheet for new lead entries Enriches lead data using our People Data Labs integration Performs a web search for additional qualifying information Evaluates leads based on custom criteria Notifies your sales team about qualified leads via Slack And the best part? This will take less than 6 minutes to set up.
Let's get started!
Add The Lindy To Your Account To start, add the New Lead Qualifier Lindy to your account, open the Flow Editor to see how it works.
This Lindy template uses only the data available in your Google Sheet to decide whether or not a lead is qualified.
In this guide, we’ll add additional steps to the workflow to have Lindy enrich the lead, perform research, and then make an informed qualification decision based on this additional lead data.
Connect Your Google Sheet The first thing you'll need to do is set up the trigger for this Lindy.
Click the Google Sheets New Row Added trigger in your flow.
Add the Google Sheet URL that contains your leads to the “Spreadsheet ID or URL” field. This is the sheet that Lindy will monitor for new entries.
Enrich Lead Data After the Google Sheets New Row Added trigger, you'll add an action to enrich the lead data.
Click the + Add new step button under the trigger.
Click “Perform an action” and search for People Data Labs .
People Data Labs is a Contact Enrichment API used to search for and enrich contact data. It can instantly retrieve detailed lead information, such as names, job titles, locations, and social profiles, or find people using just an email, phone number, or social profile handle. People Data Labs is a Premium Action and consumes 40 credits per lead.
From there, you can select which People Data Labs action you want Lindy to use to enrich the lead.
If you have only the lead’s name, use Find Person By Full Name .
If you have the lead’s email, use Find Person By Email . (this action will be more precise than the Find Person By Full Name option and avoid duplicate lead results)
In this example, we are going to add the People Data Labs Find Person By Email action.
You can leave the “Email” field on “Auto” as Lindy will know what value (the email address found on the new row added) to use for this field.
People Data Labs will enrich the following fields if the person is found:
Current company Past companies worked at Job title Location Industry Skills Company size Education (schools, degrees, etc) Phone number Perform Web Search For Qualifying Information Now that we've enriched the lead data, let's set up Lindy to perform a web search for additional qualifying information.
Click the + Add new step button under the People Data Labs step and select “Perform an action”.
Search for Web Browser and select the Search the Internet action.
In the “Query” field, you'll want to add a prompt that will help Lindy find relevant information about the lead's company. Set this field to "AI Prompt" mode and use a prompt like this:
Search for {Company Name}’s headcount.
The company’s name is placed inside two curly brackets in the AI prompt to indicate this output from the prior steps is variable. This type of variable prompting is not necessary but helps increase reliability and decrease ambiguity.
If you require more research than one browser search gives you, repeat this “Perform Web Search for Qualifying Information” step for as many web searches as you need until you have enough information to fully qualify your leads.
Evaluate Lead Based On Custom Criteria Now that we have gathered and extracted relevant information about the lead, it's time to set up the qualification criteria.
Click on the Condition step in your flow. You'll see two Conditions here: the “Qualified” and the “Not Qualified” Condition.
For the “Qualified” Condition, you'll see the following prompt:
The lead passed these requirements:
1.
2.
3.
4.
This is where you'll specify the factors that qualify a lead. For example:
The lead is in a manager, VP, Director, C-level or Exec-level role Their company has over 200 employees The company has raised funding in the last 2 years The company's annual revenue is over $10 million Modify this prompt with the specific criteria that matter most to your sales process. You can add as many or as little criteria factors as you’d like.
In the "Not Qualified" condition field, you'll see this prompt:
The lead does not pass these requirements:
1.
2.
3.
4.
The list of criteria should mirror the criteria you set in the “Qualified” Condition. It tells Lindy what to do if a lead doesn't meet your qualification standards.
Notify Sales Team About Qualified Leads After setting up your conditions, you'll find a Slack Send Channel Message action that's already configured to notify your team about qualified leads.
Click on the Slack Send Channel Message action under the “Qualified” condition.
In the Channels field, make sure it's set to "Set manually" mode. Then, type in the name of the Slack channel where you want to share qualified lead notifications (e.g., "sales-team" or "qualified-leads").
The default prompts looks like this:
Alert the user's team of the new qualified lead.
Include the important lead information and a short, concise reasoning as to what made them qualified (very succinct)
But because this Lindy has more lead information from our enrichment steps, try adding more detail to the prompt to tailor the Slack alert.
Here is an example prompt we recommend you update the “Message” field with:
Alert the sales team about a new qualified lead. Format the message as follows:
**New Qualified Lead**
Name: {Lead Name}
Email: {Lead Email}
Role: {Lead Role}
Company: {Company Name}
Company Size: {Company Size}
Recent Funding: {Recent Funding Info}
Annual Revenue: {Annual Revenue}
Key Products/Services: {Key Products/Services}
Recent Initiatives: {Recent Initiatives}
Additional Notes:
{Include any other relevant details from the web search or data enrichment}
This lead meets our qualification criteria and is ready for outreach.
Feel free to customize this prompt to include any specific information that would be most useful for your sales team.
Unqualified Leads Under the "Not Qualified" Condition, you'll see another Slack Send Channel Message .
You have two options here:
Have Lindy alert a "new-leads" channel if you want visibility on unqualified new leads, or Have Lindy delete the task and stop the execution (no Slack alert will be sent) If you want to still send an alert to the team of the new lead, even if it is unqualified, you can keep the Message prompt as is, and edit it to include lead information that may be helpful for the team.
Remember to switch the "Channels" field to "Set Manually" mode and choose the Slack channel you want the unqualified lead alerts to be sent to.
If you do not want to receive an alert for each unqualified lead, you can replace the Slack Send Channel Message with a delete action.
Click the three dots to the right of the Slack Send Channel Message step and select “Replace”.
Search for Lindy Delete Current Task .
Now each time a lead has been found as unqualified, Lindy will delete the current task from the Lindy's Task View and stop all execution of that task. This action ensures that your Lindy's sidebar is exposing only qualified leads and your team is receiving only qualified lead alerts.
Test To test, add a new lead to your lead list in Google Sheets.
Note: The Google Sheets New Row Added trigger takes about 1-2 minutes to initiate the workflow.
The task view will show each step Lindy executes in the workflow, along with the Condition path.
Below is an example of a task view for a lead that did not pass the qualification criteria. After Lindy classified the lead as "not qualified" this task was deleted from the user's task bar.
Below is an example of the task view for when a lead does pass the qualification criteria. Click the Find Person By Email step to view the results returned from People Data Labs.
Because Tim Zheng passed our qualification criteria, the sales team was alerted via Slack.
Great job! Now you have a Lindy that automatically enriches your lead data, performs custom research, qualifies leads based on your specific criteria, and alerts your sales team about promising opportunities – streamlining your lead qualification process and helping your team focus on the most valuable prospects.
