Multi-source lead enrichment & outreach workflow
This play captures inbound Typeform submissions, enriches the contact using Lusha Connect, routes the lead through an approval checkpoint (so only qualified/validated leads proceed), then upserts the record into Salesforce and activates Outreach by creating a prospect and enrolling them into the right sequence. It also posts a Slack update for visibility and auditability.
The result: inbound leads move from form → enrichment → approval → CRM → outreach automatically, without manual copy-paste or guesswork.
Why this works
Typeform leads are high-intent—but often incomplete or inconsistent. If you push everything straight into Salesforce and Outreach, you create noise, duplicates, and wasted rep effort.
This play adds two critical layers:
- Enrichment (so reps have usable data)
- Approval gating (so only the right leads are activated)
It keeps Salesforce clean, Outreach sequences relevant, and the team aligned via Slack notifications.
What you get
- Automated Typeform lead capture
- Verified Lusha enrichment (email/phone where available, title, LinkedIn, company context)
- Approval step before CRM + Outreach activation
- Salesforce upsert (create or update to prevent duplicates)
- Outreach prospect creation + sequence enrollment for approved leads
- Slack visibility for approvals and downstream actions
How to set it up
Connect your apps in Workato
Make sure these connections are active:
- Typeform: access to the form responses
- Lusha: API access for enrichment
- Salesforce: permission to upsert leads/contacts (depending on your mapping)
- Outreach: permission to create prospects and enroll sequences
Slack: permission to post in the chosen channel
Configure the Typeform trigger
Select:
- The form you want to monitor
Confirm your form includes the minimum identifiers: - Email (preferred)
- First name / last name
- Optional: LinkedIn URL / company name
Tip: If the form collects only personal emails, add a guardrail in the approval logic to reduce noise.
Configure Lusha enrichment
Map the best identifiers available:
- Work email (best)
- LinkedIn profile URL (strong fallback)
- Name + company (fallback)
Decide what fields you want to use downstream:
- Email / phone availability
- Job title + seniority
- Company name/domain
- LinkedIn URL
Configure the approval step
Define what “approved” means for your team. Common criteria:
- Work email present OR LinkedIn present
- Company matches ICP (size/industry/region)
- Seniority is within your target (Manager+)
- Not a competitor/internal/test
Best practice: Route rejected leads to a “Do not enroll” path and still log them for visibility (e.g., Slack or a review sheet).
Configure Salesforce upsert
Use a stable unique identifier (usually email) to upsert:
- If existing → update missing fields with enriched data
- If new → create record with standardized properties
Tip: Use a dedicated Lead Source value like “Typeform (Enriched)” to track performance.
Configure Outreach prospect + sequence enrollment
Select:
- The sequence to enroll approved leads into
- Prospect identifier (usually email)
Optional routing:
- Different sequences by persona (role), region, or product interest (Typeform answers)
Configure Slack notifications
Post a message that helps the team take action quickly, for example:
- Lead name + company
- Approval result
- Salesforce link (if available)
- Outreach sequence name
- Owner/assignee (optional)
What to do next
- Add deduplication safeguards: skip Outreach enrollment if prospect already exists or is active in a sequence
- Branch sequences by intent: map Typeform answers (use case, team size, timeframe) to the right Outreach playbook
- Auto-assign ownership: set Salesforce owner based on territory/segment before Outreach enrollment
- Add a “needs review” lane: send borderline leads to Slack for manual decision instead of rejecting outright
- Track conversion impact: measure speed-to-lead and meeting rates for approved/enriched vs. unapproved leads
The goal: Inbound form leads shouldn’t become CRM clutter. This play ensures Typeform submissions are enriched, reviewed, synced cleanly into Salesforce, and activated in Outreach—so reps engage faster, with better data, and less noise.
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