Automatically qualify leads based on keywords found in their profiles with ZeroWork

Introduction

In this tutorial, you'll learn how to automatically qualify leads based on specific keywords found in their job titles using ZeroWork. This process helps streamline lead qualification by marking profiles as qualified or not qualified based on the presence of keywords like "developer" or "engineer." This guide will walk you through the steps to set up this automation.

Step 1: Add a New Column for Qualification

• Open your data table in ZeroWork.
• Create a new column and name it "Qualified."
• This column will contain "yes" for qualified profiles and be left empty for unqualified profiles.

Step 2: Set Up the Update Data Building Block

• Navigate to the building blocks section and select "Update Data."
• Configure this block to set the "Qualified" column to "yes" for profiles that meet your criteria.

Step 3: Add Conditions for Qualification

• To check for the presence of keywords, add a "Start Condition" block.
• Reference the "Job Title" column.
• Set the condition to look for keywords using:
  • Contains: "engineer"
  • OR: "developer"
• You can include additional keywords if needed for your specific use case.

Step 4: Optimize Task Execution

• To improve efficiency, you may want to deactivate some unnecessary steps in your taskboard.
• Hold down the Shift key, drag your mouse over the steps, right-click, and select "Deactivate."
• This will allow the taskboard to loop through profiles without executing all steps, saving time during testing.

Step 5: Limit Profile Iteration for Testing

• Set the taskboard to loop through a limited number of profiles (e.g., just three) for demonstration purposes.
• This will help you test the setup without processing all available profiles.

Step 6: Ensure Proper Connection in Taskboard

• Add a connection to your taskboard to prevent it from ending with no action.
• This will ensure that the taskboard processes each profile correctly.

Step 7: Run the Taskboard

• Execute the taskboard to see it iterate over the selected profiles.
• Check the data table after the taskboard finishes to verify the results.

Conclusion

By following these steps, you can efficiently qualify leads based on the keywords in their job titles using ZeroWork. This automation not only saves time but also enhances the accuracy of your lead qualification process. For further improvements, consider adding more conditions or keywords based on your specific needs. Happy automating!