Lead triage and qualification — with demos and follow-ups

A form lead is triaged automatically: the scenario answers the customer, scores the lead, books a demo in Action Network for hot ones and sends email sequences to the rest.

  • An instant reply to every lead
  • Hot leads booked for a demo in Action Network
  • The rest get paced follow-up emails
  • Every lead and stage tracked in таблица
n8n FormGoogle Sheets
Set it upScriptera

How it works

To pass leads from SendGrid to Action Network automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Input Form
  2. Then: AI Answer Agent
  3. Then: Send Answer or Escalate
  4. Then: Log Lead to Sheet
  5. Then: Get all columns
  6. Then: Return latest column
  7. Then: AI Lead Enrichment
  8. Then: Define ICP and Lead Criteria
  9. Then: AI Lead Classifier
  10. Check: If demo-ready not empty
  11. If yes: Demo-ready Data Processing
  12. Then: Update Sheet - Demo Ready
  13. If yes: Schedule Demo - High Intent
  14. Check: If nurture not empty
  15. If yes: Nurture Data Processing
  16. Then: Update Sheet - Nurture
  17. If yes: Wait 1 Day (1)
  18. Then: Send Nurture Email - Resources
  19. Then: Wait 1 Day (2)
  20. Then: Send Nurture Email - Event
  21. Then: Wait 1 Day (3)
  22. Then: Schedule Demo - After Nurture
  23. Check: If drop not empty
  24. If yes: Drop Data Processing
  25. Then: Update Sheet - Drop
  26. If yes: Send Drop Message
  27. Then: Structured Output Parser
  28. Then: OpenAI Chat Model
  29. Then: OpenAI Search Model
  30. Then: OpenAI Chat

You can launch this SendGrid + Action Network integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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