Automated Lead Enrichment and Priority Routing
A multi-step Zapier workflow that receives YouForm leads, extracts and normalizes email data, calls a webhook-based enrichment service, and routes high- and low-priority opportunities through separate paths.
Business problem
Teams can waste time researching every incoming lead equally when form data is incomplete and there is no automated way to distinguish stronger opportunities.
What I built
The Zap receives a YouForm submission, extracts the email with Formatter, requests enrichment through Webhooks by Zapier, then uses Paths to separate high- and low-priority leads.
How I built the workflow
Capture lead
YouForm triggers the Zap with a new lead submission.
Normalize email
Formatter extracts a clean email value for enrichment.
Enrich lead
Webhooks by Zapier requests additional lead information.
Route priority
Zapier Paths separates high-priority and low-priority leads.
Tools and integrations
Key features
- YouForm intake
- Email extraction
- Webhook enrichment
- Priority classification
- Zapier Paths
- Separate follow-up branches
Intended impact
- Lead information is enriched before review.
- High- and low-priority opportunities are separated automatically.
- Sales follow-up can begin with clearer context.
Project results
The complete lead-enrichment Zap is available in the signed-in workspace.
Leads are separated into high- and low-priority branches.
Intake, formatting, enrichment, and conditional routing are connected.
Challenges and resolutions
Keeping enrichment input consistent
Extract and normalize the email before sending data to the enrichment webhook.
Future improvements
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