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AutoFlowsEngine

Template · Sales

Lead scoring & routing

Clean form leads, drop duplicates by company, and route each one to sales or self-serve based on company size and email domain.

Steps

  1. 1

    Set field 5→5

    domain = {{email|domain}}

  2. 2

    Remove duplicates 5→4

    Unique by domain

  3. 3

    If / else 4→4

    owner = employees ≥ 200 ? "sales" : "self-serve"

  4. 4

    If / else 4→4

    personal_email = domain equals gmail.com ? "yes" : "no"

  5. 5

    Keep fields 4→4

    Keep name, email, company, employees, owner, personal_email

Open in engine

OUTPUT ON SAMPLE DATA · 4 ITEMS

[
  {
    "name": "Jordan Lee",
    "email": "jordan@brightpath.co",
    "company": "BrightPath",
    "employees": 240,
    "owner": "sales",
    "personal_email": "no"
  },
  {
    "name": "Sam Patel",
    "email": "sam@gmail.com",
    "company": "",
    "employees": 1,
    "owner": "self-serve",
    "personal_email": "yes"
  },
  {
    "name": "Morgan Diaz",
    "email": "morgan@hallmark-logistics.com",
    "company": "Hallmark Logistics",
    "employees": 1200,
    "owner": "sales",
    "personal_email": "no"
  },
  {
    "name": "Casey Brooks",
    "email": "casey@outlook.com",
    "company": "",
    "employees": 3,
    "owner": "self-serve",
    "personal_email": "no"
  }
]