Quick overview
This workflow automates lead discovery, scoring, and human-approved outreach by combining Google Places, website scraping, optional Google PageSpeed audits, and Airtable CRM updates, then generating Hot/Warm/Low priorities and drafting outreach messages before sending approved emails (SMTP) plus optional WhatsApp and Instagram messages via external worker URLs.
How it works
- Runs manually or on a schedule to build a search matrix from your target locations and search terms and queries the Google Places API.
- De-duplicates and normalizes each Place result, then upserts the lead into Airtable using the Google place_id as the unique key.
- For leads with a non-social website, fetches the site HTML, extracts contact and page metadata (emails, phones, title, description, contact link), and updates Airtable with the research results.
- If enabled, calls the Google PageSpeed Insights API (mobile with desktop fallback) and writes performance/SEO metrics or failure details back to Airtable.
- Runs manually or on a schedule to pull new unscored Airtable leads, calculate a rule-based opportunity score and priority (Hot/Warm/Low), and save scoring plus recommended service and messaging angle.
- Prepares Hot outreach or Warm follow-up drafts and notes, routes Low priority leads into a nurture/hold state, and writes these outputs back to Airtable.
- Runs manually or on a schedule to initialize an approval queue in Airtable, then for Approved leads sends eligible outreach via SMTP email and via WhatsApp/Instagram worker HTTP endpoints, updating per-channel send status to Sent or Failed.
Setup
- Create and configure an Airtable base/table with fields used by the workflow (place_id matching, website/contact fields, PageSpeed metrics, scoring fields, approval fields, and per-channel send statuses).
- Add credentials for Airtable Personal Access Token, Google Places API key (Places API v1), and Google PageSpeed API key.
- Fill in Buyer Config - Lead Discovery and Buyer Config - Scoring with your Airtable Base ID/Table ID (and company/sender names) plus your target locations, search terms, and max results.
- For outreach, add an SMTP credential for the sender mailbox and complete Buyer Config - Outreach with sender email, Airtable IDs, and your WhatsApp/Instagram worker URLs plus their HTTP header secrets.
- Keep the scheduled triggers disabled at first, run each phase manually with a test lead, then enable the schedules once results and send-status updates look correct in Airtable.