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Automate Outreach and Lead Nurturing with AI
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Automate Outreach and Lead Nurturing with AI

Discover how Boltic helps businesses capture website visitor data and send AI-powered personalized emails automatically. This step-by-step guide explains how Boltic integrates platforms like Slack, Google Sheets, and OpenAI to streamline visitor engagement and boost conversion rates. Perfect for teams looking to save time and enhance outreach through automated workflows and AI-driven personalization.

August 23, 2021
•
2 mins read
Table of Content

Introduction

In today’s fast-paced business environment, automation is no longer a luxury—it's a necessity. Businesses are constantly seeking ways to optimize processes, improve lead management, and enhance customer outreach. One of the most crucial areas for efficiency is lead management, where timely and relevant outreach can significantly impact business growth. With so many platforms for communication and data collection, integrating these tools into one seamless workflow is essential for avoiding manual labor and reducing errors.

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In this workflow, Boltic integrates with various platforms such as Rb2b, Slack, Google Sheets, Gmail, and OpenAI to create a seamless lead nurturing experience. Here’s a look at the key tools involved:

Apps Involved in the Workflow

  • Rb2b: A third-party app that gathers information about website visitors and funnels it into Slack
  • Slack: A communication platform that serves as the central hub for real-time data input from Rb2b
  • Boltic: The automation engine that connects and processes the data across different platforms, orchestrating the entire workflow
  • Google Sheets: A database where all the processed lead information is stored for easy access and management
  • Gmail: The platform used to send personalized emails to leads
  • OpenAI: Enhances personalization by generating tailored email content based on the lead’s job role and industry

With this suite of tools integrated into a single automated workflow, businesses can efficiently nurture their leads even before they sign up.

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Step-by-Step Breakdown of the Workflow

Step 1: Fetching Data from Slack via Rb2b

The workflow begins by gathering website visitor data via the Rb2b app, which posts information about leads into a designated Slack channel. A Slack Trigger has been set up in Boltic to listen for new messages from the Rb2b bot. Once a message is received, the workflow is triggered and data is extracted, including:

  • Name
  • Title
  • Company
  • LinkedIn URL
  • Work Email
  • Location

This automated data collection ensures that no leads are missed and reduces manual effort in data entry.

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Step 2: Data Processing with a Custom Function

The extracted lead data moves into a custom function block in Boltic for processing:

  • Data Extraction: Key details like the lead’s name, company, and LinkedIn profile are extracted.
  • Data Cleaning and Structuring: The data is formatted and cleaned to ensure consistency and usability for the next steps.

This automated processing step guarantees that the data is ready for storage and personalized outreach.

Function used:

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Step 3: Storing Data in Google Sheets

After processing, the data is passed to Google Sheets for storage. This step ensures that all lead information is easily accessible and well-organized for future reference. The sheet records:

  • Contact names and email addresses.
  • LinkedIn profiles and job titles.
  • Additional relevant information like the company and location.

This organized structure allows the growth team to manage and update the prospect information as needed.

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Step 4: Hyper-Personalizing Emails with OpenAI

To add an extra layer of personalization, OpenAI is integrated into the workflow. OpenAI analyzes the lead’s job role and industry to generate hyper-personalized email content. Here's how this step works:

  • OpenAI takes the lead’s job title and industry and uses this data to generate customized, engaging email copy.
  • The email content is tailored to resonate with the lead’s specific industry pain points and job responsibilities, making the outreach more relevant and effective.

By using OpenAI, businesses can craft emails that feel more personalized and targeted, increasing the likelihood of engagement.

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Step 5: Sending Personalized Emails via Gmail

The final step in the workflow is sending out the personalized emails through Gmail:

  • A template email is generated, highlighting Boltic’s workflow automation features
  • The personalized content from OpenAI is merged into the email body
  • The draft email is saved in the connected Gmail account, allowing the growth team to review, edit, and send the email to the prospect

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This step automates outreach while still allowing room for final adjustments, ensuring high-quality communication.

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Benefits of Automating Lead Nurturing with Boltic

This automated lead nurturing workflow offers multiple benefits:

  • Time Efficiency: Automating the entire process from data collection to personalized outreach significantly reduces manual effort.
  • Hyper-Personalized Emails: With OpenAI, each email is crafted to suit the lead’s specific industry and role, increasing engagement rates.
  • Error Reduction: Automation ensures that data is consistently accurate, reducing human error and missed leads.
  • Scalability: The workflow can handle large volumes of data and leads, allowing businesses to scale their outreach efforts efficiently.
  • Seamless Integration: Boltic’s ability to connect and automate across multiple platforms ensures smooth data transfer and high efficiency in managing leads.

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Conclusion: The Future of Lead Nurturing

This workflow showcases the power of Boltic in integrating various tools to automate lead nurturing processes at scale. By capturing website visitors, processing their data, and sending hyper-personalized emails, businesses can engage leads early in the sales funnel, even before they sign up.

With Boltic’s real-time automation capabilities and OpenAI’s hyper-personalization features, businesses can create more relevant and impactful email campaigns that drive engagement and conversions.

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