LEAD GENERATION
Tier New Signups by Email Domain and Assign in Salesforce
On each new product signup, enriches the company behind the work email, classifies it into an ICP tier, and creates a tiered Lead in Salesforce assigned to the matching rep queue.
How it runs
The automated pipeline, trigger to output.
- TriggerNew product signup eventHTTP webhook
- LogicFilter out free-mail domains
- ActionEnrich business domainExa
- LogicClassify ICP tier from firmographics
- ActionCreate tiered Lead in SalesforceSalesforce
- OutputAssign Lead to tier's rep queueSalesforce
What it does
Converts self-serve signups into properly tiered Salesforce Leads. It looks up the company behind the work email, decides whether it is Enterprise, Mid-Market, or SMB by ICP signals, and drops the Lead into the correct rep queue with the tier stamped on it.
When to use it
Use it when self-serve signups need sales follow-up but you do not want enterprise prospects sitting in the same bucket as hobbyist signups. Best for hybrid PLG-plus-sales motions where routing speed and accuracy matter.
How it works
- 1A signup event arrives via webhook with the user's work email and account id.
- 2A logic step rejects free-mail domains and keeps business domains.
- 3Exa enriches the business domain for headcount, industry, and funding signals.
- 4A scoring step maps the firmographics to an ICP tier: Enterprise, Mid-Market, or SMB.
- 5A branch picks the Salesforce owner queue for that tier.
- 6A Salesforce Lead is created with tier, score, and enrichment fields populated.
- 7The Lead is assigned to the chosen queue as the final routing output.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect ExaNeural search across the web.
- 3Connect SalesforceAccounts, opportunities, cases.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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