{ "name": "Generate and Enrich Leads, Then Alert Sales for Follow-Up", "flow": [ { "id": 7, "module": "hubspotcrm:watchContacts", "version": 2, "parameters": { "limit": 100, "outputProperties": [ "annualrevenue", "hs_all_assigned_business_unit_ids", "hs_buying_role", "city", "closedate", "company", "company_size", "hubspot_owner_id", "country", "date_of_birth", "degree", "email", "hs_email_customer_quarantined_reason", "hs_facebook_click_id", "fax", "field_of_study", "firstname", "followercount", "gender", "hs_google_click_id", "graduation_date", "industry", "jobtitle", "job_function", "kloutscoregeneral", "lastname", "hs_latest_source", "hs_latest_source_timestamp", "hs_lead_status", "hs_legal_basis", "lifecyclestage", "linkedinbio", "linkedinconnections", "marital_status", "hs_content_membership_email", "hs_content_membership_notes", "message", "military_status", "mobilephone", "numemployees", "hs_analytics_source", "hs_persona", "phone", "zip", "hs_language", "relationship_status", "sage_id", "salutation", "school", "seniority", "start_date", "state", "hs_content_membership_status", "address", "hs_timezone", "hs_time_between_contact_creation_and_deal_close", "hs_time_between_contact_creation_and_deal_creation", "hs_time_to_move_from_lead_to_customer", "hs_time_to_move_from_marketingqualifiedlead_to_customer", "hs_time_to_move_from_opportunity_to_customer", "hs_time_to_move_from_salesqualifiedlead_to_customer", "hs_time_to_move_from_subscriber_to_customer", "twitterbio", "twitterprofilephoto", "twitterhandle", "website", "hs_whatsapp_phone_number", "work_email" ] }, "mapper": {}, "metadata": { "designer": { "x": 0, "y": 0 }, "restore": { "parameters": { "__IMTCONN__": { "data": { "scoped": "true", "connection": "hubspotcrm" }, "label": "My HubSpot CRM connection (development@integromat.com)" }, "outputProperties": { "mode": "chose", "label": [ "Annual Revenue", "Business units", "Buying Role", "City", "Close Date", "Company Name", "Company size", "Contact owner", "Country/Region", "Date of birth", "Degree", "Email", "Email address quarantine reason", "Facebook click id", "Fax Number", "Field of study", "First Name", "Follower Count", "Gender", "Google ad click id", "Graduation date", "Industry", "Job Title", "Job function", "Klout Score", "Last Name", "Latest Source", "Latest Source Date", "Lead Status", "Legal basis for processing contact's data", "Lifecycle Stage", "LinkedIn Bio", "LinkedIn Connections", "Marital Status", "Member email", "Membership Notes", "Message", "Military status", "Mobile Phone Number", "Number of Employees", "Original Source", "Persona", "Phone Number", "Postal Code", "Preferred language", "Relationship Status", "Sage ID", "Salutation", "School", "Seniority", "Start date", "State/Region", "Status", "Street Address", "Time Zone", "Time between contact creation and deal close", "Time between contact creation and deal creation", "Time to move from lead to customer", "Time to move from marketing qualified lead to customer", "Time to move from opportunity to customer", "Time to move from sales qualified lead to customer", "Time to move from subscriber to customer", "Twitter Bio", "Twitter Profile Photo", "Twitter Username", "Website URL", "WhatsApp Phone Number", "Work email" ] } } }, "parameters": [ { "name": "__IMTCONN__", "type": "account:hubspotcrm", "label": "Connection" }, { "name": "outputProperties", "type": "select", "label": "Output Properties", "multiple": true }, { "name": "limit", "type": "uinteger", "label": "Limit", "required": true } ] } }, { "id": 9, "module": "clearbit:findPersonOrCompany", "version": 1, "parameters": {}, "mapper": { "email": "{{7.properties.email}}" }, "metadata": { "designer": { "x": 300, "y": 0 }, "restore": { "expect": { "subscribe": { "mode": "chose" }, "suppression": { "mode": "chose", "label": "Empty" } }, "parameters": { "__IMTCONN__": { "data": { "scoped": "true", "connection": "clearbit" }, "label": "My Clearbit connection" } } }, "parameters": [ { "name": "__IMTCONN__", "type": "account:clearbit", "label": "Connection" } ], "expect": [ { "name": "email", "type": "email", "label": "Email address", "required": true }, { "name": "given_name", "type": "text", "label": "Given Name" }, { "name": "family_name", "type": "text", "label": "Family Name" }, { "name": "ip_address", "type": "text", "label": "IP Address" }, { "name": "location", "type": "text", "label": "Location" }, { "name": "company", "type": "text", "label": "Company" }, { "name": "company_domain", "type": "text", "label": "Company Domain" }, { "name": "linkedin", "type": "text", "label": "Linkedin" }, { "name": "twitter", "type": "text", "label": "Twitter" }, { "name": "facebook", "type": "text", "label": "Facebook" }, { "name": "suppression", "type": "select", "label": "Exclude EU related data ?", "validate": { "enum": [ "eu", "eu_strict" ] } }, { "name": "subscribe", "type": "boolean", "label": "Subscribe to changes for this person ?" } ] } }, { "id": 8, "module": "salesforce:createAResponsibleRecord", "version": 3, "parameters": {}, "mapper": { "fields": { "phone": "{{9.company.phone}}", "lastName": "{{9.person.name.familyName}}", "firstName": "{{9.person.name.givenName}}", "otherCity": "{{9.company.geo.city}}", "otherState": "{{9.company.geo.state}}", "mobilePhone": "{{7.properties.mobilephone}}", "otherStreet": "{{9.company.geo.streetNumber}} {{9.company.geo.streetName}}", "otherCountry": "{{9.company.geo.country}}", "custom_fields": {} } }, "metadata": { "designer": { "x": 600, "y": 0 }, "restore": { "expect": { "fields": { "nested": { "ownerId": { "mode": "edit" }, "accountId": { "mode": "edit" }, "leadSource": { "mode": "edit" }, "salutation": { "mode": "edit" }, "cleanStatus": { "mode": "edit" }, "reportsToId": { "mode": "edit" }, "individualId": { "mode": "edit" }, "custom_fields": { "nested": { "devintegromat__Level__c": { "mode": "edit" }, "devintegromat__Interests__c": { "mode": "edit" } } }, "otherGeocodeAccuracy": { "mode": "edit" }, "mailingGeocodeAccuracy": { "mode": "edit" } } }, "sObject": { "label": "Contact" } }, "parameters": { "__IMTCONN__": { "data": { "scoped": "true", "connection": "salesforce" }, "label": "My Salesforce connection (development@integromat.com)" } } }, "parameters": [ { "name": "__IMTCONN__", "type": "account:salesforce", "label": "Connection" } ], "expect": [ { "name": "sObject", "type": "select", "label": "Type", "required": true }, { "name": "fields", "spec": [ { "mode": "edit", "name": "accountId", "type": "select", "label": "Account ID (AccountId)", "metadata": { "type": "reference" } }, { "name": "lastName", "type": "text", "label": "Last Name (LastName)", "metadata": { "type": "string" }, "required": true }, { "name": "firstName", "type": "text", "label": "First Name (FirstName)", "metadata": { "type": "string" } }, { "mode": "edit", "name": "salutation", "type": "select", "label": "Salutation (Salutation)", "metadata": { "type": "picklist" } }, { "name": "otherStreet", "type": "text", "label": "Other Street (OtherStreet)", "metadata": { "type": "textarea" } }, { "name": "otherCity", "type": "text", "label": "Other City (OtherCity)", "metadata": { "type": "string" } }, { "name": "otherState", "type": "text", "label": "Other State/Province (OtherState)", "metadata": { "type": "string" } }, { "name": "otherPostalCode", "type": "text", "label": "Other Zip/Postal Code (OtherPostalCode)", "metadata": { "type": "string" } }, { "name": "otherCountry", "type": "text", "label": "Other Country (OtherCountry)", "metadata": { "type": "string" } }, { "name": "otherLatitude", "type": "number", "label": "Other Latitude (OtherLatitude)", "metadata": { "type": "double" } }, { "name": "otherLongitude", "type": "number", "label": "Other Longitude (OtherLongitude)", "metadata": { "type": "double" } }, { "mode": "edit", "name": "otherGeocodeAccuracy", "type": "select", "label": "Other Geocode Accuracy (OtherGeocodeAccuracy)", "metadata": { "type": "picklist" } }, { "name": "mailingStreet", "type": "text", "label": "Mailing Street (MailingStreet)", "metadata": { "type": "textarea" } }, { "name": "mailingCity", "type": "text", "label": "Mailing City (MailingCity)", "metadata": { "type": "string" } }, { "name": "mailingState", "type": "text", "label": "Mailing State/Province (MailingState)", "metadata": { "type": "string" } }, { "name": "mailingPostalCode", "type": "text", "label": "Mailing Zip/Postal Code (MailingPostalCode)", "metadata": { "type": "string" } }, { "name": "mailingCountry", "type": "text", "label": "Mailing Country (MailingCountry)", "metadata": { "type": "string" } }, { "name": "mailingLatitude", "type": "number", "label": "Mailing Latitude (MailingLatitude)", "metadata": { "type": "double" } }, { "name": "mailingLongitude", "type": "number", "label": "Mailing Longitude (MailingLongitude)", "metadata": { "type": "double" } }, { "mode": "edit", "name": "mailingGeocodeAccuracy", "type": "select", "label": "Mailing Geocode Accuracy (MailingGeocodeAccuracy)", "metadata": { "type": "picklist" } }, { "name": "phone", "type": "text", "label": "Business Phone (Phone)", "metadata": { "type": "phone" } }, { "name": "fax", "type": "text", "label": "Business Fax (Fax)", "metadata": { "type": "phone" } }, { "name": "mobilePhone", "type": "text", "label": "Mobile Phone (MobilePhone)", "metadata": { "type": "phone" } }, { "name": "homePhone", "type": "text", "label": "Home Phone (HomePhone)", "metadata": { "type": "phone" } }, { "name": "otherPhone", "type": "text", "label": "Other Phone (OtherPhone)", "metadata": { "type": "phone" } }, { "name": "assistantPhone", "type": "text", "label": "Asst. Phone (AssistantPhone)", "metadata": { "type": "phone" } }, { "mode": "edit", "name": "reportsToId", "type": "select", "label": "Reports To ID (ReportsToId)", "metadata": { "type": "reference" } }, { "name": "email", "type": "email", "label": "Email (Email)", "metadata": { "type": "email" } }, { "name": "title", "type": "text", "label": "Title (Title)", "metadata": { "type": "string" } }, { "name": "department", "type": "text", "label": "Department (Department)", "metadata": { "type": "string" } }, { "name": "assistantName", "type": "text", "label": "Assistant's Name (AssistantName)", "metadata": { "type": "string" } }, { "mode": "edit", "name": "leadSource", "type": "select", "label": "Lead Source (LeadSource)", "metadata": { "type": "picklist" } }, { "name": "birthdate", "time": false, "type": "date", "label": "Birthdate (Birthdate)", "metadata": { "type": "date" } }, { "name": "description", "type": "text", "label": "Contact Description (Description)", "metadata": { "type": "textarea" } }, { "mode": "edit", "name": "ownerId", "type": "select", "label": "Owner ID (OwnerId)", "metadata": { "type": "reference" } }, { "name": "emailBouncedReason", "type": "text", "label": "Email Bounced Reason (EmailBouncedReason)", "metadata": { "type": "string" } }, { "name": "emailBouncedDate", "type": "date", "label": "Email Bounced Date (EmailBouncedDate)", "metadata": { "type": "datetime" } }, { "name": "jigsaw", "type": "text", "label": "Data.com Key (Jigsaw)", "metadata": { "type": "string" } }, { "mode": "edit", "name": "cleanStatus", "type": "select", "label": "Clean Status (CleanStatus)", "metadata": { "type": "picklist" } }, { "mode": "edit", "name": "individualId", "type": "select", "label": "Individual ID (IndividualId)", "metadata": { "type": "reference" } }, { "name": "custom_fields", "spec": [ { "mode": "edit", "name": "devintegromat__Level__c", "type": "select", "label": "Level (devintegromat__Level__c)", "metadata": { "type": "picklist" } }, { "name": "devintegromat__Languages__c", "type": "text", "label": "Languages (devintegromat__Languages__c)", "metadata": { "type": "string" } }, { "mode": "edit", "name": "devintegromat__Interests__c", "type": "select", "label": "Interests (devintegromat__Interests__c)", "metadata": { "type": "multipicklist" }, "multiple": true }, { "name": "devintegromat__ServiceNowID__c", "type": "text", "label": "servicenowid (devintegromat__ServiceNowID__c)", "metadata": { "type": "string" } } ], "type": "collection", "label": "Custom Fields" } ], "type": "collection", "label": "Fields" } ] } }, { "id": 10, "module": "salesloft:createARecord", "version": 2, "parameters": {}, "mapper": { "city": "{{9.company.geo.city}}", "phone": "{{9.company.phone}}", "rType": "people", "state": "{{9.company.geo.state}}", "title": "{{9.person.employment.title}}", "country": "{{9.company.geo.country}}", "last_name": "{{7.properties.lastname}}", "first_name": "{{7.properties.firstname}}", "linkedin_url": "{{9.person.linkedin.handle}}", "mobile_phone": "{{7.properties.mobilephone}}", "custom_fields": {}, "email_address": "{{7.properties.email}}", "twitter_handle": "{{9.person.twitter.handle}}", "personal_website": "{{9.person.gravatar.urls[].value}}" }, "metadata": { "designer": { "x": 900, "y": 0 }, "restore": { "expect": { "tags": { "mode": "chose" }, "rType": { "label": "Person" }, "locale": { "mode": "chose" }, "import_id": { "mode": "chose" }, "autotag_date": { "mode": "chose" }, "job_seniority": { "mode": "chose", "label": "Empty" }, "do_not_contact": { "mode": "chose" }, "person_stage_id": { "mode": "chose" }, "contact_restrictions": { "mode": "chose" } }, "parameters": { "__IMTCONN__": { "data": { "scoped": "true", "connection": "salesloft" }, "label": "My SalesLoft connection (development.peoly@integromat.com)" } } }, "parameters": [ { "name": "__IMTCONN__", "type": "account:salesloft", "label": "Connection" } ], "expect": [ { "name": "rType", "type": "select", "label": "Record Type", "required": true, "validate": { "enum": [ "accounts", "activities", "cadences", "cadence_memberships", "activities/calls", "conversations/calls", "custom_fields", "imports", "third_party_live_feed_items", "live_website_tracking_parameters", "notes", "people", "person_stages", "saved_list_views", "tasks" ] } }, { "name": "first_name", "type": "text", "label": "First Name" }, { "name": "last_name", "type": "text", "label": "Last Name" }, { "name": "email_address", "type": "email", "label": "Email Address" }, { "name": "title", "type": "text", "label": "Job Title" }, { "name": "job_seniority", "type": "select", "label": "Job Seniority", "validate": { "enum": [ "director", "executive", "individual_contributor", "manager", "vice_president", "unknown" ] } }, { "name": "phone", "type": "text", "label": "Office Phone" }, { "name": "phone_extension", "type": "text", "label": "Office Phone Extension" }, { "name": "mobile_phone", "type": "text", "label": "Mobile Phone" }, { "name": "home_phone", "type": "text", "label": "Home Phone" }, { "name": "person_stage_id", "type": "select", "label": "Person Stage ID" }, { "name": "account_id", "type": "integer", "label": "Account ID" }, { "name": "owner_id", "type": "integer", "label": "Owner ID" }, { "name": "tags", "spec": { "name": "value", "type": "text" }, "type": "array", "label": "Tags" }, { "name": "do_not_contact", "type": "boolean", "label": "Do Not Contact" }, { "name": "contact_restrictions", "type": "select", "label": "Contact Restrictions", "multiple": true, "validate": { "enum": [ "call", "email", "message" ] } }, { "name": "city", "type": "text", "label": "City" }, { "name": "state", "type": "text", "label": "State" }, { "name": "country", "type": "text", "label": "Country" }, { "name": "locale", "type": "select", "label": "Time Zone Locale" }, { "name": "personal_website", "type": "text", "label": "Personal Website" }, { "name": "linkedin_url", "type": "text", "label": "Linkedin URL" }, { "name": "twitter_handle", "type": "text", "label": "Twitter Handle" }, { "name": "custom_fields", "spec": [ { "name": "Hot Prospect", "type": "text" }, { "name": "Enrich with Zoominfo", "type": "text" }, { "name": "Qualified Conversation", "type": "text" }, { "name": "Lead Source", "type": "text" }, { "name": "Asset Downloaded", "type": "text" }, { "name": "Integromat Channel", "type": "text" }, { "name": "Lead Generation Type", "type": "text" }, { "name": "Integromat Lead Creation from SL", "type": "text" }, { "name": "Lead Recortd Type", "type": "text" }, { "name": "Management Level", "type": "text" }, { "name": "Nurture Code", "type": "text" }, { "name": "AE ownership Lock", "type": "text" }, { "name": "Active Team Cadence Campaign", "type": "text" }, { "name": "Days since Last Activity", "type": "text" }, { "name": "Contact or Lead ID", "type": "text" }, { "name": "Avoid Reason", "type": "text" }, { "name": "Salutation", "type": "text" }, { "name": "Account Executive", "type": "text" }, { "name": "Auto Import from SFDC", "type": "text" }, { "name": "MQL Nurturing", "type": "text" }, { "name": "Lusha Enrichment", "type": "text" }, { "name": "Imported from Salesloft", "type": "text" }, { "name": "Supplemental Email", "type": "text" }, { "name": "Lofted", "type": "text" }, { "name": "Snap User Type", "type": "text" } ], "type": "collection", "label": "Account Custom Fields" }, { "name": "secondary_email_address", "type": "email", "label": "Secondary Email Address" }, { "name": "personal_email_address", "type": "email", "label": "Personal Email Address" }, { "name": "person_company_name", "type": "text", "label": "Company Name" }, { "name": "person_company_website", "type": "text", "label": "Company Website" }, { "name": "person_company_industry", "type": "text", "label": "Company Industry" }, { "name": "work_city", "type": "text", "label": "Work City" }, { "name": "work_state", "type": "text", "label": "Work State" }, { "name": "work_country", "type": "text", "label": "Work Country" }, { "name": "import_id", "type": "select", "label": "Import ID" }, { "name": "autotag_date", "type": "boolean", "label": "Autotag Date" }, { "name": "crm_id_type", "type": "text", "label": "External CRM ID Type" }, { "name": "crm_id", "type": "text", "label": "External CRM Person ID" } ], "interface": [ { "name": "id", "type": "number", "label": "ID" }, { "name": "created_at", "type": "date", "label": "Created At" }, { "name": "updated_at", "type": "date", "label": "Updated At" }, { "name": "last_contacted_at", "type": "date", "label": "Last Contacted At" }, { "name": "last_replied_at", "type": "date", "label": "Last Replied At" }, { "name": "first_name", "type": "text", "label": "First Name" }, { "name": "last_name", "type": "text", "label": "Last Name" }, { "name": "display_name", "type": "text", "label": "Display Name" }, { "name": "email_address", "type": "text", "label": "Email Address" }, { "name": "full_email_address", "type": "text", "label": "Full Email Address" }, { "name": "secondary_email_address", "type": "text", "label": "Secondary Email Address" }, { "name": "personal_email_address", "type": "text", "label": "Personal Email Address" }, { "name": "phone", "type": "text", "label": "Phone" }, { "name": "phone_extension", "type": "text", "label": "Phone Extension" }, { "name": "home_phone", "type": "text", "label": "Home Phone" }, { "name": "mobile_phone", "type": "text", "label": "Mobile Phone" }, { "name": "linkedin_url", "type": "text", "label": "Linkedin URL" }, { "name": "title", "type": "text", "label": "Title" }, { "name": "city", "type": "text", "label": "City" }, { "name": "state", "type": "text", "label": "State" }, { "name": "country", "type": "text", "label": "Country" }, { "name": "work_city", "type": "text", "label": "Work City" }, { "name": "work_state", "type": "text", "label": "Work State" }, { "name": "work_country", "type": "text", "label": "Work Country" }, { "name": "crm_url", "type": "text", "label": "CRM URL" }, { "name": "crm_id", "type": "text", "label": "CRM ID" }, { "name": "crm_object_type", "type": "text", "label": "CRM Object Type" }, { "name": "owner_crm_id", "type": "text", "label": "Owner CRM ID" }, { "name": "person_company_name", "type": "text", "label": "Person Company Name" }, { "name": "person_company_website", "type": "text", "label": "Person Company Website" }, { "name": "person_company_industry", "type": "text", "label": "Person Company Industry" }, { "name": "do_not_contact", "type": "boolean", "label": "Do Not Contact" }, { "name": "bouncing", "type": "boolean", "label": "Bouncing" }, { "name": "locale", "type": "text", "label": "Locale" }, { "name": "locale_utc_offset", "type": "number", "label": "Locale Utc Offset" }, { "name": "eu_resident", "type": "boolean", "label": "Eu Resident" }, { "name": "personal_website", "type": "text", "label": "Personal Website" }, { "name": "twitter_handle", "type": "text", "label": "Twitter Handle" }, { "name": "last_contacted_type", "type": "text", "label": "Last Contacted Type" }, { "name": "job_seniority", "type": "text", "label": "Job Seniority" }, { "name": "custom_fields", "spec": [ { "name": "MyField", "type": "text", "label": "My Field" }, { "name": "Other", "type": "text", "label": "Other" } ], "type": "collection", "label": "Custom Fields" }, { "name": "tags", "spec": { "type": "text" }, "type": "array", "label": "Tags" }, { "name": "contact_restrictions", "spec": { "type": "text" }, "type": "array", "label": "Contact Restrictions" }, { "name": "success_count", "type": "number", "label": "Success Count" }, { "name": "starred", "type": "boolean", "label": "Starred" }, { "name": "untouched", "type": "boolean", "label": "Untouched" }, { "name": "counts", "spec": [ { "name": "emails_sent", "type": "number", "label": "Emails Sent" }, { "name": "emails_viewed", "type": "number", "label": "Emails Viewed" }, { "name": "emails_clicked", "type": "number", "label": "Emails Clicked" }, { "name": "emails_replied_to", "type": "number", "label": "Emails Replied To" }, { "name": "emails_bounced", "type": "number", "label": "Emails Bounced" }, { "name": "calls", "type": "number", "label": "Calls" } ], "type": "collection", "label": "Counts" }, { "name": "account", "spec": [ { "name": "id", "type": "number", "label": "ID" }, { "name": "_href", "type": "text", "label": "HREF" } ], "type": "collection", "label": "Account" }, { "name": "owner", "spec": [ { "name": "id", "type": "number", "label": "ID" }, { "name": "_href", "type": "text", "label": "HREF" } ], "type": "collection", "label": "Owner" }, { "name": "last_contacted_by", "spec": [ { "name": "id", "type": "number", "label": "ID" }, { "name": "_href", "type": "text", "label": "HREF" } ], "type": "collection", "label": "Last Contacted By" }, { "name": "import", "spec": [ { "name": "id", "type": "number", "label": "ID" }, { "name": "_href", "type": "text", "label": "HREF" } ], "type": "collection", "label": "Import" }, { "name": "person_stage", "spec": [ { "name": "id", "type": "number", "label": "ID" }, { "name": "_href", "type": "text", "label": "HREF" } ], "type": "collection", "label": "Person Stage" }, { "name": "most_recent_cadence", "spec": [ { "name": "id", "type": "number", "label": "ID" }, { "name": "_href", "type": "text", "label": "HREF" } ], "type": "collection", "label": "Most Recent Cadence" }, { "name": "last_completed_step_cadence", "spec": [ { "name": "id", "type": "number", "label": "ID" }, { "name": "_href", "type": "text", "label": "HREF" } ], "type": "collection", "label": "Last Completed Step Cadence" }, { "name": "last_completed_step", "spec": [ { "name": "id", "type": "number", "label": "ID" }, { "name": "_href", "type": "text", "label": "HREF" } ], "type": "collection", "label": "Last Completed Step" }, { "name": "cadences", "spec": { "spec": [ { "name": "id", "type": "number", "label": "ID" }, { "name": "_href", "type": "text", "label": "HREF" } ], "type": "collection" }, "type": "array", "label": 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