Use caseSales & Marketing

Lead Enrichment

New leads are enriched with company data, scored and routed to the right sales person within seconds. No more cold leads sitting in a queue.
Systems involved:CRMEnrichment APIsSlack

The problem

Marketing keeps producing leads, but sales gets a thin row in a CRM: a name, an email, maybe a company. Before they can act, someone has to look up the company size, the industry, the location, and decide if this is a high value lead or just noise.

This research takes time. While it happens, the lead cools down. By the time someone calls, the prospect has already moved on to a competitor.

How dataflows solves it

dataflows triggers the moment a new lead is captured. It enriches the contact with company data from public sources, scores the lead based on your own rules, and routes it to the right sales channel: enterprise, mid market, self serve, or "do not pursue".

The right sales person gets a notification in Slack with the full context, ready to act. The whole flow happens within seconds, not the next morning.

What it looks like in code

// Lead enrichment workflow
export const leadEnrichment = defineWorkflow({
  id: 'lead-enrichment',
  trigger: { type: 'webhook', path: '/lead' },

  async run({ event, step }) {
    const { name, email } = event.body

    const enrichment = await step.run('enrich', () =>
      enrich.byEmail(email)
    )

    const score = await step.run('score', () =>
      scoring.evaluate({ ...enrichment, source: event.source })
    )

    const lead = await step.run('upsert-crm', () =>
      crm.leads.upsert({
        name, email,
        company: enrichment.company,
        score,
        rating: score > 80 ? 'Hot' : 'Warm'
      })
    )

    await step.run('notify-sales', () =>
      slack.send(
        score > 80 ? '#sales-enterprise' : '#sales-inbound',
        `New lead: ${name} (${enrichment.company.name}) — score ${score}`
      )
    )

    return { leadId: lead.id, score }
  }
})

What the business gets

Enrich automatically
Company size, industry, location and tech stack added before sales sees the lead.
Score with your own rules
Apply the criteria your team actually uses. Not a generic "lead score" from a SaaS tool.
Route in real time
Right person, right channel, right context. From form submission to Slack ping in seconds.

Ready for automation that just works?

Tell us about your process. We will tell you if and how dataflows can help.