Qualify & nurture website demo requests with Claude AI, Cal.com and Instantly.ai

An intelligent automation workflow that processes website demo requests, qualifies leads using AI-powered analysis, and automatically nurtures prospects through personalized follow-up sequences to maximize conversion rates.

Overview

This workflow transforms raw website leads into qualified prospects through intelligent filtering, enrichment, and personalized nurturing. It combines AI-powered qualification with automated follow-up to ensure high-quality leads receive immediate attention while nurturing those needing additional touchpoints.

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🔄 Workflow Process

1. Entry Point - Webhook Website form submission capture - Receives demo requests from website forms in real-time - Captures lead data including LinkedIn URL, email, use case, and referral source

2. Initial Routing Filter Source-based lead classification - Filters out low-quality leads from "leadcapturebox" sources - Routes qualified submissions to enrichment process

3. Lead Enrichment Comprehensive data enhancement - Enriches LinkedIn profile data via Trigify API - Gathers additional company and professional intelligence